Advanced Equity Exposure in MProfit

Modified on Sat, 5 Jul at 12:58 PM


In this tutorial, we will guide you on the Equity Exposure Feature which is designed to help you better understand your equity assets exposure across various asset classes in MProfit.



Step 1: Login to your MProfit account and navigate to Analytics.




Step 2: On the analytics page, select Equity Exposure.





Step 3: Here you can view your equity exposure across stocks, mutual funds, ETFs, and other asset classes.

An interactive pie chart provides a visual representation, while a tabular view is available below.

For a detailed view of a specific asset, like HDFC Life Insurance Company, click on it.





Step 4: The detailed view shows the asset distribution, such as 99.73% in stocks and 0.27% in mutual funds.

It also breaks down the asset into direct stocks and PMS. 


Click the (+) sign to see the portfolios containing this stock.



Step 5: Below the portfolios, find the mutual funds containing this stock.

Click the (+) sign to view the portfolios containing this asset.





Step 6: Return to the main equity exposure page using the back arrow.




Step 7: In the View by section, choose Sector.




Step 8: This view shows the sectoral exposure of your assets across stocks, mutual funds, and ETFs. 

A breakdown and tabular view are available below.




Step 9: View the market capitalization exposure of your stock, mutual fund, and ETF holdings by selecting Market Cap.




Step 10: Scroll down to see the categorization of assets based on market cap.




Step 11: Download the reports by clicking the download icon.



This is all about the Equity Exposure Feature in MProfit!


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