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₹ 80.04 Lakh

Current Value

₹ +24.11 Lakh | xirr% p.a.

₹ +74.79 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 - 137,91,9557,20,11311,54,0169,82,58143.1 xirr%
Demo Investments - 242,61,9642,82,51712,60,77510,67,59041.7 xirr%
Total80,03,6719,52,63024,10,66620,49,15042.7 xirr%
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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
4 star
Axis LT Eqt Reg-G
12,14,8732,40,0001,91,9811,26,06718.8xirr%
2 star
HDFC Flexi Cap Reg-G
63,06250,0005,6321,9319.8xirr%
3 star
ICICI Pru LT Eqt (Tax Saving) Reg-G
58,64920,0007,2133,89914.0xirr%
TOTAL13,36,5843,10,0002,04,8261,31,89818.1xirr%
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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
+ Chemicals38,94,97532,51712,32,77510,60,81746.0xirr%
+ Technology21,45,3602,23,2969,27,3608,47,55674.0xirr%
TOTAL60,40,3352,55,81321,60,13519,08,37354.9xirr%
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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 I8,0575,95492746813.0xirr%
ICICI Prudential Pension Fund - Scheme E - TIER I16,70411,9082,4681,55117.3xirr%
ICICI Prudential Pension Fund - Scheme G - TIER I8,3415,95494646912.8xirr%
TOTAL33,10223,8174,3412,48815.1xirr%
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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%1,20,88550,0009,4792,3008.5xirr%
Fixed Income @8.25% Monthly Payout50,24950,0004,1251,0208.2xirr%
TOTAL1,71,1331,00,00013,6043,3218.4xirr%
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PPF Download

Investor name Current Value
As of
Invested Amount
Action
Actual inflation adjusted % Absolute % per annum Amount % per annum
My PPF1,64,42583,00011,0981,2187.2xirr%
My PPF Installments2,58,0911,80,00016,6621,8546.9xirr%
TOTAL4,22,5162,63,00027,7603,0727.0xirr%
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