Portfolio
A fixed dashboard for how you're invested. For reviews, statements, and what-if questions, use the AI assistant.
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₹1,84,75,230
₹42,850
+0.23%
₹1.4Cr
Unrealized ₹42.8L
14.20%
Annualized, demo
Asset allocation
How your wealth is split across asset classes.
- Indian equity52%
- Mutual funds28%
- ETFs & index12%
- Gold5%
- Cash3%
Performance
Indexed portfolio value over the last 12 months.
Holdings
Largest positions by current value.
| Holding | Class | Qty | Value | Day | Weight |
|---|---|---|---|---|---|
HDFC Bank | Equity | 420 | ₹18.4L | +0.45% | 10.0% |
Nifty 50 ETF | ETF | 3,200 | ₹16.1L | +0.31% | 8.7% |
Parag Parikh Flexi Cap | MF | 18,420 | ₹14.9L | +0.12% | 8.1% |
Infosys | Equity | 680 | ₹12.2L | -0.28% | 6.6% |
SBI Gold ETF | Gold | 2,100 | ₹9.2L | +0.52% | 5.0% |
ICICI Prudential Nifty Next 50 | MF | 9,200 | ₹8.8L | +0.19% | 4.7% |
Tata Consultancy Services | Equity | 95 | ₹8.1L | -0.15% | 4.4% |
Liquid fund (parking) | Cash | 1 | ₹5.5L | +0.02% | 3.0% |
Equity sectors
Exposure within listed equity (demo).
- Financials22%
- IT18%
- Consumer14%
- Industrials11%
- Healthcare9%
- Other26%
Activity
Recent portfolio events — live feed when broker is linked.
- SIP executed · Parag Parikh Flexi Cap · ₹25,000
- Dividend credited · HDFC Bank · ₹1,840
- Corporate action · NIFTYBEES · units adjusted
- Zerodha sync · 42 positions updated
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