Investment Dashboard
Welcome back, John Doe
Portfolio Analytics
Detailed analysis of your investment portfolio
Current Value
₹13,42,501
Total Return
₹92,501
+7.4%
XIRR
12.8%
Since inception
CAGR
8.5%
3 Year
Performance
Track your portfolio value over time
Asset Allocation
Breakdown by investment type
Stocks
₹8,72,625
65%
Mutual Funds
₹2,68,500
20%
ETFs
₹1,34,250
10%
Bonds
₹67,125
5%
Sector Distribution
Portfolio by industry sector
IT28%
Financial Services22%
Energy15%
Consumer Goods12%
Top Holdings
Your highest value investments
| Symbol | Name | Value | Allocation | Change |
|---|---|---|---|---|
| RELIANCE | Reliance Industries Ltd | ₹1,42,500 | 10.6% | 12.5% |
| INFY | Infosys Ltd | ₹1,24,300 | 9.3% | 5.8% |
| HDFCBANK | HDFC Bank Ltd | ₹1,05,200 | 7.8% | 2.3% |
| TCS | Tata Consultancy Services Ltd | ₹98,750 | 7.4% | 3.1% |
| BAJFINANCE | Bajaj Finance Ltd | ₹82,400 | 6.1% | 4.2% |
Portfolio Risk Metrics
Performance and risk measurements
Volatility (Annualized)14.2%
Measures how much returns fluctuate over time
Sharpe Ratio0.74
Risk-adjusted return (higher is better)
CAGR (3Y)8.5%
Compound Annual Growth Rate