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Portfolio Composition Comparison |
Analyse portfolio movement and its impact on performance. |
The report briefs you on everything you wanted to know about a scheme's portfolio, keeping you updated on a monthly basis. Portfolio Composition Report is the solution you need to comprehensively study performance, risk, composition and characteristics of a particular portfolio. |
| Report Inside |
- Category-wise portfolio reports in two different formats for equity and debt schemes.
- Important details like benchmark index, AUM, Category average etc.
- Additional analytical details like concentration analysis, Average exposure and top 3 holdings.
- Sector allocation details.
- Key attributes such as P/E, P/B, Dividend Yield and Capitalisation bias.
- Category average and a particular scheme's positioning.
- Other information for Debt fund like credit quality, average maturity and asset allocation.
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Portfolio Composition report is an analytical report, which seeks to inform about the portfolio breakout of a particular scheme vis-à-vis its position in the peer group and the Benchmark. The report aids the decision making process while selecting a fund by providing a complete information on a host of parameters constituting a portfolio. |
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Measure performance with Portfolio Composition report to analyze the consequences of several portfolio management decisions, to analyze the performance and risk of selected portfolios, benchmarks and competitor funds. |
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| Click To View Sample Report (PDF Format) |
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Frequency: Monthtly |
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Price: 30,000/- Per Annum |
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