Mutual Funds Add on in MV Pro

1. Scheme Overview

Go to Quick search > Mutual Fund exchange > Company > Scheme name (Click on Enter)

Scheme Overview gives you the Objective of MF scheme / Basic details and RiskoMeter.

2. Portfolio Overview

Go to Quick search > Mutual Fund exchange > Company > Scheme name (Click on Enter).

In Portfolio Overview you will get a option to see the bifurcation of the scheme such as its Portfolio, Market Capitalization, Top 3 sectors, Top 5 scripts, Asset Allocation, Debt Allocation, Credit Quality.

3. MF IN / OUT

In MF IN / OUT you can view added or removed stocks by Scheme / AMC / Stock.

• Scheme-Wise

• AMC-Wise

• Stock-Wise

4. Fund Manager Wise returns.

Provides you detailed report according to the Fund manager.

5. Calculators.

• Point to Point returns

Select Mutual fund > Category (Growth) > Select Scheme > Investment amount > Select start and end date > Click on Calculate.

Here you get returns from Start date to end date in which you also get detailed report on Fund performance.

• SIP Calculator 

Select Mutual fund > Category (Growth) > Select Scheme > Select frequency > Select start and end date > Click on Calculate.