Net asset value
₹2.18 Cr
YTD +14.2%
vs Nifty +9.1%
α +5.1pp
₹1.25L LTCG exemption still unused for AY 26-27 — harvest plan →
Asset allocation
NAV
₹2.18 Cr
- Equity + MF60%
- FD + bonds24%
- EPF + NPS12%
- Cash4%
42 holdings · See all →
NAV vs Nifty · 12M
NAV
Nifty
Outperformance widened in Q4 — HDFC Bank +18% on RBI rate-cut tailwind drove most of the spread.
Top holdings
See all →-
HDFC Bank
Equity · Financials
₹18.4L
+18.4%
-
Parag Parikh Flexi
Flexi MF
₹14.8L
+11.8%
-
Reliance Industries
Equity · Energy
₹12.8L
+15.2%
-
Bajaj Finance
Equity · Financials
₹9.6L
+22.1%
-
Nifty 50 Index Fund
Index MF
₹8.4L
+9.1%
Sector exposure
Financials38% · +18.4%
Energy18% · +12.2%
IT services16% · +4.8%
FMCG14% · +3.1%
Healthcare9% · +6.8%
What the data says
-
₹1.25L LTCG §112A headroom
Unused this AY · resets 1 April.
-
Equity 65% vs 60% target
Skewed toward Financials after Q4 rally.
Chitragupt surfaces · execute via your broker or CA.