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₹ 82.84 Lakh

Current Value

₹ +35.04 Lakh | xirr% p.a.

₹ +77.56 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 - 137,91,5567,20,11315,77,16714,47,61570.0 xirr%
Demo Investments - 245,43,0402,87,51719,30,79417,79,18173.6 xirr%
Total82,84,4389,57,63035,03,83632,25,48072.6 xirr%
Demo

Performance Graph

Demo

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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
4 star
Axis LT Eqt Reg-G
12,39,2842,40,0004,27,3133,79,94352.6xirr%
2 star
HDFC Flexi Cap Reg-G
70,13750,00029,38027,00272.1xirr%
3 star
ICICI Pru LT Eqt (Tax Saving) Reg-G
62,43820,00024,08721,84962.8xirr%
TOTAL13,71,8593,10,0004,80,7804,28,79454.0xirr%
Demo

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
41,61,75032,51718,85,42517,52,62882.6xirr%
Infosys
21,06,2402,23,29610,87,60010,27,632103.3xirr%
TOTAL62,67,9902,55,81329,73,02527,80,26089.1xirr%
Demo

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 I8,2075,95479836610.8xirr%
ICICI Prudential Pension Fund - Scheme E - TIER I17,24711,9086,6506,03262.7xirr%
ICICI Prudential Pension Fund - Scheme G - TIER I8,3335,954444-155.6xirr%
TOTAL33,78723,8177,8926,38330.5xirr%
Demo

Fixed Income Investment Download

Fixed Income name Current Value
As of
Invested Amount
Action
Actual inflation adjusted % Absolute % per annum Amount % per annum
Fixed Income @ 8.25%1,23,98850,0009,7233,0768.5xirr%
Fixed Income @8.25% Monthly Payout50,15850,0004,1251,3158.2xirr%
TOTAL1,74,1471,00,00013,8484,3918.4xirr%
Demo

Public Provident Fund (PPF) Download

Investor name Current Value
As of
Invested Amount
Action
Actual inflation adjusted % Absolute % per annum Amount % per annum
My PPF1,67,96183,00011,1352,0137.1xirr%
My PPF Installments2,68,6941,85,00017,1573,1716.8xirr%
TOTAL4,36,6552,68,00028,2925,1846.9xirr%
Demo