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₹ 79.71 Lakh

Current Value

₹ +74.43 Lakh | xirr% p.a.

₹ +74.43 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 - 138,13,2247,20,11333,96,20327,10,014471.6 xirr%
Demo Investments - 242,08,2832,87,51741,08,45840,02,5991,428.9 xirr%
Total79,71,2929,57,63074,42,50466,77,268777.2 xirr%
Demo

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: ELSS12,72,0802,60,00010,12,0807,99,933389.3xirr%
+ Equity: Flexi Cap65,52150,00015,5216,35831.0xirr%
TOTAL13,37,6023,10,00010,27,6028,06,291331.5xirr%
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
+ Large Cap59,92,6352,55,81361,03,72257,42,0432,386.0xirr%
TOTAL59,92,6352,55,81361,03,72257,42,0432,386.0xirr%
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 I8,1435,9542,1891,14036.8xirr%
ICICI Prudential Pension Fund - Scheme E - TIER I16,78911,9084,8802,78341.0xirr%
ICICI Prudential Pension Fund - Scheme G - TIER I8,2555,9542,3011,25238.6xirr%
TOTAL33,18623,8179,3705,17439.3xirr%
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%1,23,29550,00073,29525,972146.6xirr%
Fixed Income @8.25% Monthly Payout50,21550,00062,15735,345124.3xirr%
TOTAL1,73,5091,00,0001,35,45161,317135.5xirr%
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 PPF1,67,13883,00084,13828,168101.4xirr%
My PPF Installments2,67,2221,85,00082,22234,27544.4xirr%
TOTAL4,34,3602,68,0001,66,36062,44362.1xirr%
Demo