Investments
Your holdings across mutual funds, PMS, AIF and direct equities.
at cost
₹33,50,000
Invested
+15.5%
₹38,69,000
Current value
across 6 holdings
₹5,19,000
Unrealised gain
ICICI Prudential Bluechip Fund
- Category
- Mutual Fund
- Invested
- ₹5,00,000
- Current value
- ₹6,20,000
- Return
- +24.0%
HDFC Flexi Cap Fund
- Category
- Mutual Fund
- Invested
- ₹8,00,000
- Current value
- ₹9,45,000
- Return
- +18.1%
Nippon India Nifty 50 Index Fund
- Category
- Mutual Fund
- Invested
- ₹3,00,000
- Current value
- ₹3,54,000
- Return
- +18.0%
WhiteOak Capital PMS
- Category
- PMS
- Invested
- ₹10,00,000
- Current value
- ₹11,80,000
- Return
- +18.0%
Growth AIF — Series III
- Category
- AIF
- Invested
- ₹5,00,000
- Current value
- ₹5,60,000
- Return
- +12.0%
Direct equity — core portfolio
- Category
- Direct Equity
- Invested
- ₹2,50,000
- Current value
- ₹2,10,000
- Return
- -16.0%