MFZone Holdings Report updates requested
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Please provide filtering for the Reports -> holdings based on the type of Mutual fund. e.g. Large Cap, Mid Cap, etc.
Please provide the breakdown of the Mutual fund units purchase like date, nos of units, nav, nos of days and P&L for each purchase done via lump sump or SIP. Pasted the snapshot of Zerodha coin.
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We have noted your requirement regarding filtering Mutual Funds by Large Cap, Mid Cap, and other categories, and have forwarded it to the concerned team.
For detailed information such as Mutual Fund units, date, NAV, and more, you can view these details under Reports > SIP Order in MFZone.
