Investee Fund Investment Performance Report

To download Investee Fund Investment Performance Report, 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 Investee Fund Investment Performance Report in the Funds panel or from the Funds drop-down menu in the blue vertical bar.

3. The Investee Fund Investment Performance Report window is displayed. Enter the following details:

• Date: To specify the date until which you wish to see the report.
• Direct Fund:  To specify the direct fund.
• Fund Of Funds: To specify the Fund of Fund.

4. Click on Download Excel. The excel file will download.