Portfolio Watch

Published 2026-08-30

INR portfolio

₹5,915,922

Composite benchmarkNifty 500 71% / Domestic gold price (MCX Gold / INR spot) 29% / Nifty 50 0% / Sensex 0% / Nasdaq 100 0% / Nifty500 Momentum 50 0% / Nifty Large Midcap 250 0%
Standard deviation0.2% (as of 2026-08-28)
Sharpe ratio0.63 (as of 2026-08-28) (risk-free rate: 5.30%)
XIRR-47.7%

INR allocation by asset class

stock100.0%
mf0%

INR allocation by source

kite100.0%
groww0%
cas0%

INR top movers since last publish

  • TATAPOWER: -7.8%
  • EXIDEIND: -6.5%
  • VBL: -4.6%

USD portfolio

$3,299

Composite benchmarkPHLX Semiconductor (SOX) 40% / S&P 500 31% / Nasdaq 100 29%
Standard deviation0.3% (as of 2026-08-28)
Sharpe ratio1.46 (as of 2026-08-28) (risk-free rate: 5.30%)
XIRR44.3%

USD allocation by asset class

us_etf100.0%

USD allocation by source

vested100.0%

USD top movers since last publish

  • ISHARES TR ISHARES SEMICDTR: -9.0%
  • INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF: -1.8%
  • VANGUARD INDEX FDS S&P 500 ETF SHS: -0.4%
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
INR — Stocks, ETFs & SGB
SGBJU29III-GB
Stock · kite
 ₹1,720,399
29.1% of INR portfolio
 no trend data 215.2% 269.6% n/a n/a n/a HOLD SGBJU29III-GB is 29.1% of the INR portfolio, above the 15.0% Core cap
TRENT
Stock · kite
 ₹498,456
8.4% of INR portfolio
 43.6% 15.4% 0.5% (as of 2026-08-28) 1.28 (as of 2026-08-28) -1.13 (as of 2026-08-28) HOLD Down 47.5% from 52-week high
RELIANCE
Stock · kite
 ₹411,840
7.0% of INR portfolio
 20.8% 3.8% 0.2% (as of 2026-08-28) 0.81 (as of 2026-08-28) -0.51 (as of 2026-08-28) HOLD Down 18.8% from 52-week high
IDFCFIRSTB
Stock · kite
 ₹374,040
6.3% of INR portfolio
 8.3% 3.5% 0.3% (as of 2026-08-28) 1.28 (as of 2026-08-28) 0.61 (as of 2026-08-28) HOLD none in the trailing window
ETERNAL
Stock · kite
 ₹311,600
5.3% of INR portfolio
 51.1% 24.7% 0.3% (as of 2026-08-28) 1.39 (as of 2026-08-28) 0.10 (as of 2026-08-28) HOLD none in the trailing window
TITAN
Stock · kite
 ₹310,152
5.2% of INR portfolio
 190.1% 24.1% 0.2% (as of 2026-08-28) 1.00 (as of 2026-08-28) 1.48 (as of 2026-08-28) HOLD RSI(14) = 71.9 (overbought)
ICICIBANK
Stock · kite
 ₹277,446
4.7% of INR portfolio
 93.5% 15.1% 0.2% (as of 2026-08-28) 0.83 (as of 2026-08-28) -0.12 (as of 2026-08-28) HOLD none in the trailing window
TATAPOWER
Stock · kite
 ₹251,573
4.3% of INR portfolio
 73.0% 14.7% 0.2% (as of 2026-08-28) 0.84 (as of 2026-08-28) -0.46 (as of 2026-08-28) HOLD RSI(14) = 21.5 (oversold) Down 23.3% from 52-week high
SWIGGY
Stock · kite
 ₹214,582
3.6% of INR portfolio
 -29.3% -23.0% 0.4% (as of 2026-08-28) 1.17 (as of 2026-08-28) -1.11 (as of 2026-08-28) HOLD Down 38.8% from 52-week high
ITC
Stock · kite
 ₹186,200
3.1% of INR portfolio
 -35.0% -28.2% 0.2% (as of 2026-08-28) 0.54 (as of 2026-08-28) -2.05 (as of 2026-08-28) HOLD Down 33.8% from 52-week high
EXIDEIND
Stock · kite
 ₹176,506
3.0% of INR portfolio
 104.1% 18.5% 0.3% (as of 2026-08-28) 1.20 (as of 2026-08-28) 0.37 (as of 2026-08-28) HOLD none in the trailing window
JIOFIN
Stock · kite
 ₹174,032
2.9% of INR portfolio
 -2.8% 3.0% 0.3% (as of 2026-08-28) 1.57 (as of 2026-08-28) -1.07 (as of 2026-08-28) HOLD Down 24.7% from 52-week high
BAJAJFINSV
Stock · kite
 ₹150,150
2.5% of INR portfolio
 24.4% 9.0% 0.2% (as of 2026-08-28) 1.23 (as of 2026-08-28) 0.07 (as of 2026-08-28) HOLD none in the trailing window
NUVAMA
Stock · kite
 ₹135,375
2.3% of INR portfolio
 31.9% 17.9% 0.4% (as of 2026-08-28) 1.32 (as of 2026-08-28) 0.91 (as of 2026-08-28) HOLD Promoter shares are pledged (exact % not yet available -- boolean flag only)
VBL
Stock · kite
 ₹124,200
2.1% of INR portfolio
 -23.2% -17.8% 0.3% (as of 2026-08-28) 1.13 (as of 2026-08-28) -0.71 (as of 2026-08-28) HOLD Down 23.8% from 52-week high
INDHOTEL
Stock · kite
 ₹105,960
1.8% of INR portfolio
 35.0% 12.7% 0.2% (as of 2026-08-28) 1.38 (as of 2026-08-28) -0.43 (as of 2026-08-28) HOLD Amalgamation/Merger on 24-Aug-2026 08:59:52
MAXHEALTH
Stock · kite
 ₹101,410
1.7% of INR portfolio
 25.6% 9.5% 0.3% (as of 2026-08-28) 0.70 (as of 2026-08-28) -0.67 (as of 2026-08-28) HOLD Down 16.1% from 52-week high
HDFCAMC
Stock · kite
 ₹90,125
1.5% of INR portfolio
 71.9% 24.7% 0.3% (as of 2026-08-27) 1.55 (as of 2026-08-27) -0.37 (as of 2026-08-27) HOLD Allotment of Securities on 20-Aug-2026 17:17:47
CDSL
Stock · kite
 ₹84,882
1.4% of INR portfolio
 33.6% 19.4% 0.3% (as of 2026-08-28) 1.73 (as of 2026-08-28) -0.16 (as of 2026-08-28) HOLD Outcome of Board Meeting on 27-Aug-2026 14:02:20
HDFCBANK ⚠ recon
Stock · kite
 ₹72,030
1.2% of INR portfolio
 -- 37.7% unreliable 0.2% (as of 2026-08-28) 1.09 (as of 2026-08-28) -1.52 (as of 2026-08-28) HOLD Down 27.5% from 52-week high
HCG
Stock · kite
 ₹69,995
1.2% of INR portfolio
 26.6% 21.1% 0.3% (as of 2026-08-27) 0.72 (as of 2026-08-27) 0.07 (as of 2026-08-27) HOLD none in the trailing window
TATACONSUM
Stock · kite
 ₹67,645
1.1% of INR portfolio
 14.4% 5.8% 0.2% (as of 2026-08-28) 0.55 (as of 2026-08-28) -0.24 (as of 2026-08-28) HOLD Down 17.4% from 52-week high
ITCHOTELS
Stock · kite
 ₹7,323
0.1% of INR portfolio
 -74.5% -- 0.3% (as of 2026-08-28) 1.32 (as of 2026-08-28) -1.30 (as of 2026-08-28) HOLD Down 34.7% from 52-week high
INE833U01014 ⚠ recon
Stock · groww
 ₹0
0.0% of INR portfolio
 no trend data -- -- n/a n/a n/a HOLD none in the trailing window
USD — Stocks & ETFs
ISHARES TR ISHARES SEMICDTR
US ETF · vested
 $1,313
39.8% of USD portfolio
 44.1% 85.5% 0.5% (as of 2026-08-28) 1.02 (as of 2026-08-28) 1.68 (as of 2026-08-28) WATCH Down 22.3% from 52-week high ISHARES TR ISHARES SEMICDTR is 39.8% of the USD portfolio, above the 15.0% Core cap
VANGUARD INDEX FDS S&P 500 ETF SHS
US ETF · vested
 $1,039
31.5% of USD portfolio
 10.6% 20.7% 0.1% (as of 2026-08-28) 0.99 (as of 2026-08-28) 1.11 (as of 2026-08-28) HOLD VANGUARD INDEX FDS S&P 500 ETF SHS is 31.5% of the USD portfolio, above the 15.0% Core cap
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF
US ETF · vested
 $947
28.7% of USD portfolio
 11.6% 24.1% 0.2% (as of 2026-08-28) 0.99 (as of 2026-08-28) 1.00 (as of 2026-08-28) HOLD INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF is 28.7% of the USD portfolio, above the 15.0% Core cap
INR — Mutual Funds
ZERODHAAMC - GOLDCASE
Mutual Fund · groww
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
128SCDGG-Axis Small Cap Fund Direct Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -0.8% n/a n/a n/a HOLD none in the trailing window
GD257-Bandhan Nifty 50 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
118ILD1G-Edelweiss Liquid Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
H02T-HDFC Flexi Cap Fund - Direct Plan - Growth Option (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
HINNPT-HDFC Nifty 50 Index Fund - Direct Plan (formerly HDFC Index Fund - Nifty Plan) (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
HINSPT-HDFC BSE Sensex Index Fund - Direct Plan - Growth Option (erstwhile HDFC Index Fund - Sensex Plus Plan merged) (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -49.4% n/a n/a n/a HOLD none in the trailing window
H02T-HDFC Flexi Cap Fund - Direct Plan - Growth Option (Non-Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
P8189-ICICI Prudential Nifty 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
P9656-ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
120SCD1G-Invesco India Small Cap Fund - Direct Plan Growth (Non Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
127MNGDG-Motilal Oswal Nifty 500 Momentum 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
RMFSCAGG-NIPPON INDIA SMALL CAP FUND - DIRECT GROWTH PLAN GROWTH OPTION (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
RMFSCAGG-NIPPON INDIA SMALL CAP FUND - DIRECT GROWTH PLAN GROWTH OPTION (Non Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
PP001ZG-Parag Parikh Flexi Cap Fund - Direct Plan Growth (formerly Parag Parikh Long Term Value Fund) (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
PP001ZG-Parag Parikh Flexi Cap Fund - Direct Plan Growth (formerly Parag Parikh Long Term Value Fund) (Non-Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
166IBDGG-quant Small Cap Fund - Direct Plan - Growth (Non Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
166IBDGG-quant Small Cap Fund - Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
LD036G-SBI Contra Fund - Direct Plan - Growth (Non-Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
LD036G-SBI Contra Fund - Direct Plan - Growth (Non-Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
LD036G-SBI Contra Fund - Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
ZZN250-Zerodha Nifty Large Midcap 250 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window
ZZN250-Zerodha Nifty Large Midcap 250 Index Fund-Direct Plan - Growth (Non-Demat)
Mutual Fund · cas
 ₹0
0.0% of INR portfolio
 no trend data -100.0% -- n/a n/a n/a HOLD none in the trailing window

How to read this dashboard

Standard deviation (SD)
How much a holding's daily returns swing around their average, annualized. Higher = more volatile. There's no universal "good" number -- compare it to the holding's own benchmark, not to other holdings.
Beta
How much a holding tends to move relative to its benchmark index. Beta of 1.0 means it moves in line with the benchmark; above 1.0 means bigger swings than the benchmark in both directions; below 1.0 means smaller swings.
Sharpe ratio
Return earned per unit of risk taken, after subtracting the risk-free rate (shown alongside it). Higher is generally better; below 0 means the holding underperformed a risk-free investment on a risk-adjusted basis.
Drawdown
How far a holding has fallen from its own 52-week high. A trigger fires past 15% by default -- not necessarily a sell signal on its own.
RSI (Relative Strength Index)
A 0-100 momentum gauge. Below 30 is generally read as "oversold," above 70 as "overbought" -- informational, not a standalone signal.
DMA (Moving average)
The average closing price over the trailing 50 or 200 trading days. A price crossing below its 200-DMA is a commonly-watched technical warning sign.
Benchmark divergence (mutual funds)
How far a fund's trailing return trails the index it's meant to track. Persistent divergence can indicate the fund isn't earning its fees.
XIRR
Your actual annualized return on this holding, accounting for the exact dates and amounts of every purchase/sale -- more precise than a simple P&L% for a position built up over time.

Core / Satellite classification (reference)

Applies to stock/US-ETF holdings only -- weight is measured against that holding's own currency portfolio (INR or USD), never a blended total.

CoreWeight above 5.0%. Position cap: 15.0%.
SatelliteWeight at or below 2.5%. Position cap: 5.0%; combined satellite bucket capped at 20.0%.
BuildingBetween 2.5% and 5.0% -- neither bucket yet, no cap applies.