Navigate to the Dashboard and select "Portfolio."
At the top, the portfolio value will be displayed.
Scroll down to access comprehensive details of all invested funds.
Click on the ">" icon to view inner transactions of a specific fund.
The transaction section will provide a comprehensive overview of both Lumpsum and SIP investments.
By clicking on "SIP Info," you can view details such as the SIP amount and its initiation date.
Click on the "Sort and Filter" button to organize funds by current value, invested amount, gain percentage, and gain value.
Also, use the "Sort and Filter" button to filter funds based on categories, fund houses, types, and platforms.
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