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Client Guide · Guide C05

Track Your Portfolio

Monitor how your investments are performing. See an overview summary, drill into any holding for detailed performance, units, NAV, and past transactions.

  1. ·
    Tap 'Track your Portfolio' on the home page.
  2. ·
    View your portfolio summary. Apply smart filters and sort by Overall / SIP / SWP / STP.
  3. ·
    Tap any fund to explore its detailed performance, units, NAV, and history.
  4. ·
    To Redeem — confirm the amount and a notification is sent to your distributor for approval.
  5. ·
    Switch to SIP view to see a summary of all your active SIPs.
  6. ·
    Tap any SIP to explore the fund details.
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