Profile is a group of schemes clubbed together and viewed in the Market Watch. e-Mutual Fund supports creation of well-diversified profiles. Generally, a group of 100 such schemes are supported in e-Mutual Fund and five such profiles can be created.
Also, managing profiles is an easy and quick task in e-Mutual Fund. Default profile selection is configurable that makes the most favourite profile to be displayed each time on Mutual Fund logon.
The Profiles created are available in the form of tabs below the market watch. Maximum of five profiles are available in tab form and can be switched on to different profiles as and when required.
This topic provides reference about:
Click MF à User Profile. The Mutual Fund-User Profile page is displayed with following details.
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Click MF à User Profile. The Mutual Fund-User Profile page is displayed with following details.
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In Mutual Fund-User Profile, click Create New. The Mutual Fund-User Profile page is displayed.
Enter Profile Name. For eg: ABC.
Select Default check box to make the newly created profile a default profile. The plans from the default profile are always previewed on logging on to Mutual Fund application.
Click Add Scheme. The Scheme Lookup-Web Dialog page is displayed.
Select appropriate Mode.
Select the required AMC from the drop-down list.
Select Plan.
Select Option.
Select Type as All, Closed Ended, Interval Scheme, Open Ended.
Enter Scheme Name.
Select Rating.
Select Tax Saving as Yes, No or Both.
Select NFO as Yes or No.
Select Page Size.
Click Search. The details based on the search criteria are displayed in Scheme Lookup-Web Dialog page.
If there are multiple records generated for a search, the page links are listed at the upper-left page of the list. You can click a page number to view the respective page details.
Select a Scheme Name hyperlink from the list. Accordingly, the selected scheme details are populated in the Mutual Fund - User Profile section. You can select multiple securities from the generated list.
Click Close, to close the Symbol Lookup-Web Page Dialog page.
After adding the schemes you want, click Save to save the profile. A new Profile is created and displayed in the Profile List.
On authentication the user profile saved successfully message is displayed.
Click OK, to return to Mutual Fund-User Profile page.
In the lower portion of the application main page, Select a profile from the existing Current Profile list. The details of the selected profile are viewed in the Market Watch.
The Market Watch can display a single profile at a time.
At times, you may require editing a profile. Adding scrips or deleting the unwanted schemes is performed using the Mutual Fund - User Profile page.
Click MF à User Profile. The Mutual Fund-User Profile page is displayed with details.
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Click the Edit hyperlink against the required profile name you want to modify. The profile details are displayed in the grid.
Click Add Scheme to select and add new schemes. The selected scheme is added in an ascending order of the security name list.
Select System Defined check box. In case of system defined profile, the admin user only will be able to modify the profile.
Click the X
button (
) to delete unwanted schemes.
On removal of scheme Scheme removed
from the profile message is displayed.
Click Save, to save the updated changes, if any. The User Profile saved successfully message is displayed. The profile is modified.
Click OK, to return to Mutual Fund-User Profile page.
The Profiles can also be modified from Market Watch page.
Click MF à User Profile. The Mutual Fund-User Profile page is displayed with details.
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Click the Delete hyperlink against the required profile name you want to delete.
On confirmation the profile is deleted.
Click OK. On authentication, the required profile is deleted.
