Asset allocation
NAV
₹2.18 Cr
- Equity + MFs₹1.31Cr
- FDs + bonds₹52L
- EPF + NPS₹26L
- Cash₹9L
vs balanced ideal
industry reference| Now | Ideal | Δ | |
|---|---|---|---|
| Equity + MFs | 60% | 60% | 0 |
| FDs + bonds | 24% | 25% | −1 |
| EPF + NPS | 12% | 10% | +2 |
| Cash | 4% | 5% | −1 |
42 holdings · See all →
Portfolio value vs Nifty 50 · FY 20-21 → FY 25-26
₹ invested
Realised gain
Realised loss
Your value
Nifty 50 hypo
Capital gains booked · per AY
Tax compute for AY 26-27 is final once 2 flagged lots are classified.
2 trades flagged for classification
Pick FIFO vs specific-lot · LTCG vs STCG so the tax compute is final.
-
SBI Bluechip · part-sell
₹14,20028 Feb · Groww · units bought across FY 23 + FY 24
-
Tata Steel · bonus issue
+45 shares12 Jan · cost basis split between original + bonus
Classification corrects parser ambiguity · it does not initiate any trade. Tax position flows into Tax Review.
Goals · funding pace
Pro Family-
Retirement (age 55)72%
4 years ahead of pace
-
House down-payment (2028)91%
Could close 6 months early
-
Kid · UG education (2031)44%
On pace
4 holdings unmapped · projections + funding-pace stay rough until each is tagged to a goal.