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Viewing Mutual Funds in Trigr Terminal

Ticker Product Support
  • Updated

 

The Mutual Funds menu lets you view:

  • net asset value reports of various mutual funds

  • new mutual fund offers

  • assets under management of various mutual funds

  • rankings of mutual funds

  • comparisons of funds

To view Mutual Fund data

  1. Click MF. 
    The Mutual Funds menu is displayed.

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  1. Choose the desired report. 
    The report is displayed in your workspace.

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To compare funds

Trigr Terminal® allows you to compare different mutual fund schemes based on their NAV values.

  1. Click MF > Compare Funds. 
    The Mutual Fund – Compare Funds window is displayed

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  2. Specify the following options:

  • Scheme Type

  • Scheme Category

  • Mutual Fund

  1. Choose the schemes from the list for comparison and click Add.

    The selected schemes are displayed.

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  1. Click Apply. 
    The selected schemes are displayed in your workspace.

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Available Mutual Fund reports

Type Of Reports

What you can see

NAV Report

Lists the NAV of a scheme that can be filtered by :

  • scheme type

  • scheme category

  • mutual fund

Double-click the NAV name to view the scheme details and holdings

New Fund Offer

Shows the new schemes open:

  • name of the scheme

  • category

  • type

  • launch date

  • offer closure date

  • offer price

Double-click the new fund offer name to view the scheme details.

AUM Report

Lists the end-of-month assets under management of companies

Double-click the AUM Report name to view the scheme details.

Rankings

Allows you to view mutual funds rankings of:

  • Gainers

  • Laggards

You can view the NAV details for a period of up to 1 year.

MF Screener

MF Screener is a utility wherein user can generate output in the form of a list of MF Schemes based on selected and input criteria

The user can filter based on Scheme Category, Mutual Fund , Scheme Type as well as specify a criteria such NAV price range and change in percentage terms for a pre-defined period

For instance, output can be generated for those MF schemes for which, say,

  • NAV between Rs 10 and Rs 20

  • NAV between Rs 10 and Rs 20 ‘ AND ’ Chg in 1 Wk (%)  between 2 and 10 etc..

Portfolio

The ‘Portfolio’ option enables the user to apply their Mutual Fund related Market Watch profiles to ascertain the performance of individual MF schemes. On applying the profile, the performance of each scheme comprised in the profile (with respect to their NAV) will be displayed in the report across pre-defined frequencies ranging from 1 Week to 5 Years

Compare Funds

Allows you to compare the performance of different schemes

Performance Chart available on right click in Compare Funds report

 

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