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₹ 73.42 Lakh

Current Value

₹ +13.04 Lakh | xirr% p.a.

₹ +68.22 Lakh | xirr% p.a.

Total Return

Aggregate Performance Download

Label/Investor's name Current Value
As of
Invested Amount
Actual inflation adjusted % Absolute % per annum Amount % per annum
Demo Investments - 133,78,5987,20,1135,64,0465,22,09119.9 xirr%
Demo Investments - 240,13,3372,77,5177,41,4756,92,86322.6 xirr%
Total73,41,9129,47,63013,04,49012,14,66121.5 xirr%

Performance Graph

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Mutual Funds

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Fund name | Folio no. Current Value
As of
Invested Amount
Action
Actual inflation adjusted % Absolute % per annum Amount % per annum
+ Equity: ELSS11,95,5102,60,0001,90,4751,75,55319.0xirr%
+ Equity: Multi Cap58,04450,0008,7117,97917.7xirr%
TOTAL12,53,5543,10,0001,99,1871,83,53118.9xirr%

For all purchases effective 1st July, 2020, the units have been allotted after adjusting for the stamp duty.

Stocks

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Company Name | Demat A/c Current Value
As of
Invested Amount
Action
Actual inflation adjusted % Absolute % per annum Amount % per annum
Asian Paints
36,58,12532,5177,28,6256,85,08324.8xirr%
Infosys
18,15,4402,23,2963,64,0003,42,29524.8xirr%
TOTAL54,73,5652,55,81310,92,62510,27,37824.8xirr%

NPS

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Scheme name Current Value
As of
Invested Amount
Action
Actual inflation adjusted % Absolute % per annum Amount % per annum
ICICI Prudential Pension Fund - Scheme C - TIER I8,0255,954193772.5xirr%
ICICI Prudential Pension Fund - Scheme E - TIER I15,29811,9081,9341,73614.5xirr%
ICICI Prudential Pension Fund - Scheme G - TIER I8,2945,954147261.8xirr%
TOTAL31,61723,8172,2741,8387.7xirr%

Fixed Income Download

Fixed Income name Current Value
As of
Invested Amount
Action
Actual inflation adjusted % Absolute % per annum Amount % per annum
Fixed Income @ 8.25%1,19,53450,0002,3896502.0xirr%
Fixed Income @8.25% Monthly Payout50,02350,0001,0312942.1xirr%
TOTAL1,69,5561,00,0003,4219442.0xirr%

PPF Download

Investor name Current Value
As of
Invested Amount
Action
Actual inflation adjusted % Absolute % per annum Amount % per annum
My PPF1,62,90183,0002,7593811.7xirr%
My PPF Installments2,50,7191,75,0004,2255891.7xirr%
TOTAL4,13,6202,58,0006,9849701.7xirr%