Portfolio Performance Report
To download Portfolio 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 Portfolio Performance Report in the Funds panel or from the Funds drop-down menu in the blue vertical bar.
3. The Portfolio 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.
- Sector: Specify the Sector.
- Listed Company: Specify whether the company is listed or not.
- Portfolio Company: Specify the Portfolio Company.
Click on Download Excel. The Excel file will download.
