What is Equity Exposure feature in MProfit ? How to Access it.

Modified on Fri, 16 Feb at 12:59 PM

Understanding your equity exposure is crucial in managing your investment portfolio effectively. Equity exposure refers to the proportion of a specific stock you own relative to your overall investments in direct stocks, mutual funds, and ETFs. It gives you insight into whether your portfolio is overly reliant on a single stock or if it's appropriately diversified.

Let's simplify it further⤵️

Imagine you own shares of a company like Infosys directly, and you've also invested in mutual funds like HDFC Equity Fund and an ETF like SBI Nifty Index. It's possible that both these mutual funds and ETFs also have holdings in Infosys. So, indirectly, you're exposed to Infosys through all three investments. Equity exposure helps you gauge what percentage of Infosys you hold across all these investments compared to your total portfolio value.

Knowing your equity exposure is crucial because it helps you assess the risk associated with holding a particular stock. If your exposure to a single stock is too high, it can significantly increase the overall risk of your portfolio. Understanding this exposure enables you to make informed decisions about rebalancing your portfolio to manage risk according to your comfort level.

MProfit provides a user-friendly feature that simplifies the process of calculating and tracking your equity exposure. By keeping tabs on your equity exposure, you can ensure that your investment portfolio remains well-balanced and diversified, aligning with your financial objectives and tolerance for risk. It's a smart way to stay on top of your investments and make adjustments as needed to stay on track towards your financial goals.

To access this feature, follow the steps below:

1. From the classic view, click on Analytics.

2. Select Equity Exposure.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article