Portfolio

Last updated: 16 Jun 2026

XIRR

+10.8%

since 2 Oct 2025

Since Last Snapshot

+0.2%

since 15 Jun 2026

Nifty 50 CAGR

-12.6%

2 Oct 2025 — 16 Jun 2026

Alpha

+23.4%

XIRR − Nifty CAGR

Portfolio vs Nifty 50

Cumulative % return since Oct 25

Asset Class Performance

Current return % at each snapshot. The last point shows how much each asset class is up or down right now.

Asset Allocation

Stocks - India 24.8%
Stocks - US 0.7%
ETFs - India 4.3%
ETFs - US 0.7%
Mutual Funds 36.9%
Gold & Silver 5.2%
Crypto 0.6%
Emergency Fund 7.6%
Savings 3.7%
Fixed Deposits 15.6%

Returns by Asset Class

Period-over-Period Growth

% change between consecutive snapshots

XIRR accounts for the timing and size of each investment. Nifty 50 CAGR is the compound annual growth over the same date range. Alpha = XIRR − Nifty CAGR. The cumulative returns chart uses simple % change from the first snapshot (not XIRR), so it may differ from the headline number. The asset-class performance chart shows current return versus invested amount for each snapshot.