Understanding the investment strategy of a mutual fund manager and evaluating the risk and potential return of a mutual fund scheme depends on the knowledge of the underlying securities held by the scheme. By analyzing the portfolio holdings, investors can determine the allocation of the scheme across sectors and stocks and evaluate whether it aligns with their investment goals, diversification strategy, and risk appetite. The Advanced Portfolio Analysis report provides the user with comprehensive data on up to 500 schemes, including detailed portfolio information, market cap, trade data, risk assessment, and changes in portfolio allocation scheme-wise.
