Recently Viewed

Clear All

Your personal Portfolio Manager

green checkedHassle-free & automated transaction imports

green checkedPowerful performance analytics and comparisons

green checkedDetailed & ready to file tax statement

green checkedAutomated capturing of all dividends, bonuses, rights, and splits

green checkedManage and track your and your family's investments in one place

This undoubtedly makes it India’s best portfolio management system. Experience the magic yourself!

green checked

All Portfolios (1)

Clear All

See All Alerts see detail

Current Value

₹4.67 Lakh ₹1.76 Lakh Invested

editEdit

₹-7,377

-1.56%

All-Time Returns

₹+3.10 Lakh

data-loader-icon p.a.

Go to

\"Demo"

Quality Score

100.00% of your mutual fund investments are avoidable.

The Regular plans and IDCW (Dividend) plans of all funds are avoidable in our opinion as they are less efficient. Besides, there are many categories of funds which we think are avoidable. Note that not all of them may be inherently bad but you don’t miss out on much by ignoring them. Our selection of Analyst’s Choice funds provides a set of good options for every investing need.

\"Demo"

Liquidity

\"Demo"

Asset Allocation

97.22% of your investments are in equities.

(57.46% through mutual funds and 39.76% directly through stocks). These investments are generally suitable only for the long-term (5+ years) as they can be volatile.

\"Demo"

Equity Portfolio Aggregates

Capitalisation
Value
% of equity
Giant
3,46,038
76.14
Large Cap
72,978
16.06
Mid Cap
35,448
7.80
Small Cap
19
0.00
See Equity Investments

1.9% of your investments are in fixed income.

(1.9% through mutual funds). These investments have lower volatility and lower returns than equity.

\"Demo"

Fixed Income Portfolio Aggregates

Security type
Value
% of debt
Short Term Debt
8,891
100.00
See Fixed Income Investments
\"Demo"

Geographic Diversity

Here’s how your investments are spread geographically.

Loan Against Mutual Fund

Loan against Debt portfolio₹ 0

Loan against Equity portfolio₹ 0

Interest Rate10.5%

Loan duration (in months)12

Avail Loan Loan Against Mutual Fund
\"Demo"

Equity Sector Diversity

You have invested a high amount in just one sector. You should be more diversified.

This is how your investments are spread across multiple sectors and industries. Sector diversification reduces the risk of heavy losses due to a sector falling.

Company
Rating
Sector
Capitalisation
Current Value
indirect holding
% of indirect holding
Current Value
direct holding
% of direct holding
Current Value
total portfolio
% of equity
Processing...
\"Demo"
Sector
Current Value
% of equity investments
Technology
2,31,552
51.02
Financial
79,951
17.62
Consumer Discretionary
31,710
6.99
Healthcare
28,765
6.34
Industrials
24,134
5.32
Materials
21,378
4.71
Consumer Staples
17,216
3.79
Energy & Utilities
13,172
2.90
Real Estate
3,781
0.83
Diversified
2,147
0.47
\"Demo"
\"Demo"

Diversity in Mutual Fund Investments

You have invested in just one which is too concentrated.

You should be more diversified

Number of funds

1

Concentrated Fund Holding

Fund name
Rating
Category
Fund House
Current Value
% of funds
% of total
Processing...

Small Fund Holdings

Fund name
Rating
Category
Fund House
Current Value
% of funds
% of total
Processing...

Concentration in a single AMC

Investment
No. of Investments
Current Value
Fund Holding %
Processing...
\"Demo"

Diversity in Direct Stock Investments

1 of your direct stock holding accounts for more than 15% of your equity investments which is too concentrated.

You should reduce your allocation to it.

Number of direct stock holdings

1 (OK)

Concentrated Stock Holdings
Company
Sector    Capitalisation
Rating
Current Value
direct holding
% of direct holding
% of total equity
Processing...
Small Stock Holdings
Company
Sector    Capitalisation
Rating
Current Value
direct holding
% of direct holding
% of total equity
Processing...