Stock Holding

An equity mutual fund's performance is directly linked to the performance of its underlying stock holdings. The returns generated by the mutual fund are primarily derived from the returns generated by the stocks held in its portfolio. As such, the fund manager's ability to select the right stocks and make timely decisions on buying, selling or holding those stocks is critical to the performance of the fund. With the Stock Holdings report, user can extract stock-specific allocation data both at the fund house and scheme levels.