Portfolio
Know your portfolio summary in a single click.
This Section Contains :
How to View Your Portfolio Summary
In your Portfolio Summary, both your investments with Geojit and external investment data are displayed separately in this section, making it convenient for you to analyze.
Tap on the 'Portfolio' icon given at the bottom banner.
Your 'Portfolio Summary' will be located at the top section.
Your Portfolio Summary Includes:
Holding Value with 1 Day Change—both in number and percentages.
Invested amount
Total Profit or Loss
Invested Amount
Total P&L
Absolute Return
Realized P&L
Unrealized P&L
Dividend
How to View Your Holdings
Tap on the arrow mark given next to the Portfolio Summary
You will be navigated to your Mutual Fund Holdings Page.
Here you can see 'All your investments,' both Geojit and External.
Select either of the two, and you can see Invested Value, Market Value, and Total Profit here.
Your mutual fund investments, according to the option you chose (Geojit/External), will be listed with the top-rated fund placed at the top. You can make more investments by clicking on the Invest More button given at the bottom bar of each fund.
How to Sort/Apply Filter
You can filter/sort this list according to your preference using the filter icon given at the bottom right corner.
You can sort your holdings according to the :
Holding value: high to Low
Total Return: High to Low
Return Percentage: high to low
Alphabetical order: A-Z
You can also filter this section according to the :
Holding status
Preferred plan
Category.
You can cancel/reset the filter, by tapping on the respective buttons given at the bottom and top of the page, respectively.
You can also view the mutual fund holdings as per the goal you have set. That feature will be coming soon.
How to Invest More ?
Tap on the 'Portfolio' icon given at the bottom banner.
Your 'Portfolio Summary' will be located at the top section.
Tap on the arrow mark given next to the Portfolio Summary
You will be navigated to your Mutual Fund Holdings Page.
Here you can see 'All your investments,' both Geojit and External.
Tap on the 'Invest More' button, given towards the right-hand side of each fund.
Enter the SIP/one-time amount, date, duration, mode of transaction, and bank account.
If your holdings are in physical form, an order authentication window will appear.
Authenticate the order by selecting the mobile number, and desired option. Then generate OTP.
As a payment mode, you can either select net banking, UPI, or NEFT/RTGS.
Accept the payment before time-out, and your new SIP order will be placed successfully.
If your holdings are in demat form, enter the amount or units in the order placement window and click on Continue.
Cross-check your details and click on the 'Register SIP' button.
As a payment mode, you can either select net banking, UPI, or NEFT/RTGS.
Accept the payment before time-out, and your new SIP order will be placed successfully.
How to Withdraw Funds?
If you want to withdraw your funds:
Tap on the 'Portfolio' icon given at the bottom banner.
Your 'Portfolio Summary' will be located at the top section.
Tap on the arrow mark given next to the Portfolio Summary
You will be navigated to your Mutual Fund Holdings Page.
Here you can see 'All your investments,' both Geojit and External.
Tap on the three dots given right next to the 'Invest More' button.
A 'Withdrawal' pop-up will appear. Tap on it and enter the amount or units.
If your holdings are in physical form, an order authentication window will appear.
Authenticate the order by selecting the mobile number, and desired option. Then generate OTP.
Enter the OTP received on your registered mobile number and press the 'Submit' button.
If your holdings are in demat form, enter the amount or units in the withdrawal pop-up window and click on Continue.
Another window will appear containing the details, like the folio number, mode of holding, and the bank account to which the amount will be deposited.
Tap on Continue, and again a pop-up will arise requesting you to state the reason for withdrawing the amount.
Choose a reason and click on 'Continue.'
Your order will be processed.
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