Total Portfolio Value
₹1,24,350
+₹430 (+0.35%)today
Amount Invested
₹1,10,000
Total Returns
+₹14,350
+13.04%
Next SIP
₹5,000 on 5 Jul
Stocks
₹74,610
+9.2% overall
Mutual Funds
₹43,522
+18.3% overall
SIP / Month
₹5,000
Next due: 5 Jul
Learning Streak
7 days 🔥
Keep it up!
Asset Allocation
Stocks60%
Mutual Funds35%
Gold5%
Total Invested: ₹1,10,000Current: ₹1,24,350
AI Insights
💡
Your SIP of ₹5,000 is due on 5th July. Ensure sufficient balance.
📈
Nifty 50 is up 1.2% today. Your index fund is benefiting.
⚠️
Your portfolio is 60% in stocks. Consider rebalancing for your Medium risk profile.
🎯
You're on track for your Wealth Creation goal. Keep investing!
| NAME | TYPE | CURRENT | INVESTED | RETURNS |
|---|---|---|---|---|
| Reliance Industries | Stock | ₹22,400 | ₹20,000 | +₹2,400(+12.0%) |
| HDFC Bank | Stock | ₹18,210 | ₹18,500 | -₹290(-1.6%) |
| Axis Bluechip Fund | MF | ₹16,800 | ₹14,000 | +₹2,800(+20.0%) |
| Nifty 50 Index Fund | MF | ₹26,722 | ₹23,000 | +₹3,722(+16.2%) |
| Infosys | Stock | ₹14,000 | ₹13,800 | +₹200(+1.4%) |
Recent Transactions
S
+₹2,000Axis Bluechip Fund
SIP · 01 Jun
B
+₹5,000Reliance Industries
Buy · 28 May
S
-₹3,200HDFC Bank
Sell · 22 May
S
+₹3,000Nifty 50 Index Fund
SIP · 01 May
B
+₹4,500Infosys
Buy · 18 Apr