Knowing the underlying securities held by a mutual fund scheme is crucial to understand the investment approach of the fund manager and to assess the risk and return potential of the scheme. Analyzing the portfolio holdings allows investors to determine the sectoral and stock-wise allocation of the scheme and assess whether it fits their investment goals, diversification strategy, and risk tolerance. The Portfolio Analysis report allows the user to view detailed portfolio, market cap and trade data, risk-o-meter of up to 100 schemes. Also, user can view change in portfolio Scheme wise.
