Advanced Equity Exposure in MProfit

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!