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

Demo Investments - 1

Choose Investor

Clear All

See All Alerts see detail

Current Value

₹4.14 Lakh ₹1.76 Lakh Invested

editEdit

₹+6,805

1.67%

All-Time Returns

₹+2.62 Lakh

data-loader-icon p.a.

Go to

\"Demo"

Value Research Insights

vr-insights-info

100% of your mutual fund investments are not in Direct plans.

Direct plans have returns that are higher by about 0.5%-1.5% and therefore more suitable if you manage your investments yourself. See Details

info

You have received ₹4,500.00 in dividends in the last twelve months See Details

Period
Amount (Rs)
FY-25-26
4,500.00
Close Details
\"Demo"

Portfolio Profile

Your portfolio is geared to deliver growth in the long run.

Different types of investments serve different investment needs. The below classification reflects our opinion on which ones among your holdings are generally suitable for which need.

Investment Type
No. of investments
Value
Portfolio %
Growth, Tax-saving infosee detail
1
2,87,217
69.39
Conservative Growth infosee detail
1
1,26,710
30.61
\"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.

Investment Type
Rating
Value
Fund Holding %
Portfolio %
Avoidablesee detail
2,87,217
100.00
69.39

You have good quality stocks in your portfolio.

The insights here are purely quantitative and highlight areas needing attention. Consider qualitative factors before acting.

Company Name
Quality Score
Current Value (₹)
% of direct stock holdings
Highsee detail
1,26,710.00
100.00

There were no red flags detected in your stock holdings

\"Demo"

Liquidity

\"Demo"

Asset Allocation

97.8% of your investments are in equities.

(67.19% through mutual funds and 30.61% 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
Large Cap
3,42,909
84.70
Mid Cap
48,366
11.95
Small Cap
13,521
3.34
Not Classified
43
0.01
See Equity Investments

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

2.14% of your investments are in fixed income.

(2.14% 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
8,866
100.00
See Fixed Income Investments
\"Demo"

Geographic Diversity

Here’s how your investments are spread geographically.

\"Demo"

Equity Sector Diversity

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"

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Sector
Current Value
% of equity investments
Technology
1,60,515
39.65
Financial
94,781
23.41
Consumer Discretionary
32,714
8.08
Industrials
32,298
7.98
Materials
26,894
6.64
Healthcare
23,650
5.84
Energy & Utilities
16,692
4.12
Consumer Staples
12,806
3.16
Diversified
2,395
0.59
Real Estate
2,094
0.52
\"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...

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.