Investor Performance Report

To download Investor Performance report, follow the below steps:

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

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

3. The Investor Performance Report window is displayed. Apply the following filters-

• As on Date: Choose the date until which time you wish to see the report.
• Investor: Choose the investor from the dropdown list.
• Funds: The default is All Selected. To view the report for a specific fund, choose fund from the dropdown list.
• Currency: The default is the default currency of the fund. To view the report in a specific currency, choose from the dropdown list.

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