How do I check underlying exposures to stocks and bonds in a MF portfolio?
NGEN Markets Admin
Last Update 2 years ago
Once you run a portfolio, you head to the Asset Allocation section which shows you the underlying exposures that have resulted from the Mutual Fund portfolio.
You can see exposure concentration, Large/Mid/Small cap exposures, equity sector exposures, credit rating exposures and weighted portfolio duration, weighted portfolio average maturity and weighted portfolio YTM.
You can also check how that exposure was created (i.e. which funds caused that exposure and how), as shown below:
