Portfolio Overview
Monday, 27 April 2026
Total Invested
₹14.2L
₹80K added this month
Current Value
₹19.8L
+39.4% overall
Total Returns
+₹5.6L
XIRR 14.2% p.a.
Monthly SIP
₹22K
4 active SIPs
Portfolio Growth
Invested vs Current Value — last 24 months
Invested
Current Value
Asset Allocation
Across all investments
Equity MF59%
Debt / FD24%
Hybrid12%
Insurance5%
My Holdings
All
Mutual Funds
Insurance
Stocks
| Fund / Investment | Invested | Current | Returns | XIRR |
|---|---|---|---|---|
Mirae Asset Large Cap Fund Equity |
₹3,20,000 | ₹4,68,000 | +₹1,48,000 (+46.2%) | 16.4% |
Axis Bluechip Fund — Direct Equity |
₹2,40,000 | ₹3,22,000 | +₹82,000 (+34.1%) | 13.8% |
HDFC Balanced Advantage Fund Hybrid |
₹1,80,000 | ₹2,24,000 | +₹44,000 (+24.4%) | 11.2% |
SBI Corporate Bond Fund Debt |
₹4,00,000 | ₹4,62,000 | +₹62,000 (+15.5%) | 7.4% |
LIC Term Plan — 1 Cr Cover Insurance |
₹96,000 | Protection | Active till 2048 | — |
Parag Parikh Flexi Cap Fund Equity |
₹2,60,000 | ₹4,22,000 | +₹1,62,000 (+62.3%) | 18.1% |
Active SIPs
Mirae Asset Large Cap
₹8,000 / month · 7th of every month
Active — next on 7 May
Parag Parikh Flexi Cap
₹6,000 / month · 10th of every month
Active — next on 10 May
Axis Bluechip Fund
₹5,000 / month · 15th of every month
Active — next on 15 May
HDFC Balanced Advantage
₹3,000 / month · 20th of every month
Due on 20 May — mandate pending
NPS Tier 1
₹5,000 / month · Auto-debit
Active — auto-debit on 1st
Add new SIP
RG
Rajendra Gawde
Your Wealth Advisor · Financial Freedom Adda
14.2%
XIRR overall
vs 11% Nifty 50