VIEW! 😀 PORTFOLIO REPORT
Let us understand it in detail by referring to the sample report we have shown in the post (see at bottom of the page)-
And here we can also see the holding shares in % of each investment type - about 76% of the shares are only equity.
AUM - Asset Under Management
The total market value of the securities that a financial institution holds or manages on behalf of its customers is referred to as the institution's assets under management (AUM).
Therefore the current AUM in the report is Rs. 2,20,64,997 (Total of Value column= Equity + Mutual Fund + Bond + Cash & Equivalent) and the break-up as follows-
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