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
When you crystallised gains and the tax impact each year · STCG @ 20% · LTCG @ 12.5% over ₹1.25L
You have ₹1.25L of long-term capital gains exemption unused this AY (the annual §112A limit). For advice on whether and how to use it, hire a CA from our marketplace — Chitragupt does not give investment advice.