Portfolio Overview
Last synced: 1 April 2026, 6:00 AMCAMS ✓KFintech ✓NSDL ✓CDSL ✓
Total Value
₹2,11,47,000
Invested
₹1,72,00,000
Total Gain
+₹39,47,000
Overall XIRR
+22.97%
Day Change
+₹1,84,200
(+0.87%)
Unrealized LTCG
₹28,41,000
Tax awareness
Asset Allocation
Equity Mutual Funds₹1.1Cr54.1%
Debt / Fixed Income₹31.2L14.8%
Direct Equity₹28.5L13.5%
PPF / NPS / EPF₹18.4L8.7%
Gold₹12L5.7%
Real Estate (REIT)₹7L3.3%
Holdings (12)
| CAMS | Equity MF | 3,194.90 | ₹1,432.20 | ₹1,789.10 | ₹45,75,736 | ₹57,15,996 | +₹11,40,260 | +24.9% | +26.8% | 27.0% | |
| CAMS | Debt MF | 5,200.00 | ₹480.00 | ₹600.00 | ₹24,96,000 | ₹31,20,000 | +₹6,24,000 | +25.0% | +8.6% | 14.8% | |
| CAMS | Equity MF | 3,066.95 | ₹723.30 | ₹894.70 | ₹22,18,325 | ₹27,44,000 | +₹5,25,675 | +23.7% | +25.1% | 13.0% | |
| KFintech | Equity MF | 4,116.53 | ₹385.00 | ₹472.00 | ₹15,84,864 | ₹19,43,002 | +₹3,58,138 | +22.6% | +24.2% | 9.2% | |
| SBI | PPF | — | — | — | ₹17,45,454 | ₹18,45,000 | +₹99,546 | +5.7% | +7.1% | 8.7% | |
| RBI (via HDFC) | Gold | 160 g | ₹5,000.00 | ₹7,500.00 | ₹8,00,000 | ₹12,00,000 | +₹4,00,000 | +50.0% | +45.0% | 5.7% | |
| NSDL (Zerodha) | Equity | 400 | ₹2,375.00 | ₹2,850.00 | ₹9,50,000 | ₹11,40,000 | +₹1,90,000 | +20.0% | +21.4% | 5.4% | |
| CAMS | Equity MF | 1,841.45 | ₹421.50 | ₹558.80 | ₹7,76,171 | ₹10,29,002 | +₹2,52,831 | +32.6% | +34.1% | 4.9% | |
| NSDL (Zerodha) | Equity | 460 | ₹1,620.00 | ₹1,780.00 | ₹7,45,200 | ₹8,18,800 | +₹73,600 | +9.9% | +10.8% | 3.9% | |
| NSDL (Zerodha) | REIT | 200 | ₹2,900.00 | ₹3,500.00 | ₹5,80,000 | ₹7,00,000 | +₹1,20,000 | +20.7% | +22.1% | 3.3% | |
| CDSL (Groww) | Equity | 250 | ₹1,545.00 | ₹1,890.00 | ₹3,86,250 | ₹4,72,500 | +₹86,250 | +22.3% | +23.8% | 2.2% | |
| CDSL (Groww) | Equity | 100 | ₹3,420.00 | ₹4,187.00 | ₹3,42,000 | ₹4,18,700 | +₹76,700 | +22.4% | +24.0% | 2.0% |