Security Exposure report

Find out how much of your client's AUM is exposed to a particular share or bond.

Or find how many schemes have bought a particular share or bond and in how much quantity corresponding to their total AUM.

This report can be found in your Advisor portal's Business Analytics menu.

In this report screen, type in the name of the security and choose the report type Scheme wise or Client wise

You can also choose a particular Fund to filter in as well as choose to search in Equity or Non-equity schemes

Client wise exposure report shows folios of each client that have exposure to this scrip.

The total row at the top of the table shows you your business exposure to the searched scrip.

The report shows you the Corpus of the scheme, holding% of that scrip in the scheme and the corresponding amount.