Investor(s) Performance Report

To view and download reports, follow the below steps:

1. Click on Reports and Analytics in the main menu.

2. You can access the report from the dashboard by clicking Investor(s) Performance Report in the Funds panel or from the Funds drop-down menu in the blue vertical bar.

3. The Investor(s) Performance Report window is displayed. Enter the following details:

• As On date: Specify the date for which you wish to see the performance.
• Currency: Specify the currency.
• Fund: Specify the fund whose performance you wish to see.
• Investor: Specify the investor.
• Letter Date/ Due Date: Specify Letter Date or Due Date.

Click on Download Excel. The Excel file will download.