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Holdings/Portfolio

Holdings/Portfolio

How can I check my Mutual Funds portfolio?

You can check your Mutual Funds portfolio under the Mutual Fund tab on the platform. – Dashboard.

How to check capital gains applicability on the current holdings?

Capital Gains (Long Team/ Short Term/ Speculative) can be checked as mentioned below:

Leap:
1. Log in to your account.
2. Go to Portfolio and select Equity.
3. Now click on Booked P&L and Download to check the applicable capital gains.

Portal:
1. Log in to your account.
2. Go to My Account and select Back Office Reports.
3. Now click on Profit and Loss Statement.

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