Portfolio Watch

Published 2026-08-31

INR portfolio

₹1,87,07,062

Composite benchmark	Nifty 500 48% / Domestic gold price (MCX Gold / INR spot) 11% / Nifty 50 10% / Sensex 8% / Nasdaq 100 7% / Nifty Smallcap 250 7% / Nifty Large Midcap 250 6% / Nifty500 Momentum 50 1%
Standard deviation	0.1% (as of 2026-08-31)
Sharpe ratio	0.22 (as of 2026-08-31) (risk-free rate: 5.30%)
XIRR	3.6%

INR allocation by asset class

mf68.6%

stock31.4%

INR allocation by source

cas66.8%

kite31.4%

groww1.8%

INR top movers since last publish

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

USD portfolio

$3,294

Composite benchmark	PHLX Semiconductor (SOX) 40% / S&P 500 31% / Nasdaq 100 29%
Standard deviation	0.3% (as of 2026-08-31)
Sharpe ratio	1.44 (as of 2026-08-31) (risk-free rate: 5.30%)
XIRR	43.6%

USD allocation by asset class

us_etf100.0%

USD allocation by source

vested100.0%

USD top movers since last publish

ISHARES TR ISHARES SEMICDTR: -4.2%
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF: -2.1%
VANGUARD INDEX FDS S&P 500 ETF SHS: -0.2%

Holding	Value	Trend	P&L%	XIRR	SD	Beta	Sharpe	Label	Recent flags (14d)
INR — Stocks, ETFs & SGB
SGBJU29III-GB Stock · kite	₹16,83,000 9.0% of INR portfolio	no trend data	208.3%	265.9%	n/a	n/a	n/a	HOLD	none in the trailing window
TRENT Stock · kite	₹4,98,456 2.7% 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	none in the trailing window
RELIANCE Stock · kite	₹4,11,840 2.2% 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	Volume 3.5x 20-day average
IDFCFIRSTB Stock · kite	₹3,74,040 2.0% 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	₹3,11,600 1.7% of INR portfolio		51.1%	24.6%	0.3% (as of 2026-08-28)	1.39 (as of 2026-08-28)	0.10 (as of 2026-08-28)	HOLD	Volume 10.8x 20-day average
TITAN Stock · kite	₹3,10,152 1.7% 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	₹2,77,446 1.5% 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	₹2,51,573 1.3% 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)	BUY	RSI(14) = 21.5 (oversold)
SWIGGY Stock · kite	₹2,14,582 1.1% of INR portfolio		-29.3%	-22.9%	0.4% (as of 2026-08-28)	1.17 (as of 2026-08-28)	-1.11 (as of 2026-08-28)	HOLD	none in the trailing window
ITC Stock · kite	₹1,86,200 1.0% of INR portfolio		-35.0%	-28.1%	0.2% (as of 2026-08-28)	0.54 (as of 2026-08-28)	-2.05 (as of 2026-08-28)	HOLD	none in the trailing window
EXIDEIND Stock · kite	₹1,76,506 0.9% 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	₹1,74,032 0.9% 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	none in the trailing window
BAJAJFINSV Stock · kite	₹1,50,150 0.8% 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	₹1,35,375 0.7% of INR portfolio		31.9%	17.8%	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	₹1,24,200 0.7% of INR portfolio		-23.2%	-17.7%	0.3% (as of 2026-08-28)	1.13 (as of 2026-08-28)	-0.71 (as of 2026-08-28)	HOLD	none in the trailing window
INDHOTEL Stock · kite	₹1,05,960 0.6% of INR portfolio		35.0%	12.6%	0.2% (as of 2026-08-28)	1.38 (as of 2026-08-28)	-0.43 (as of 2026-08-28)	HOLD	Volume 3.6x 20-day average Amalgamation/Merger on 24-Aug-2026 08:59:52
MAXHEALTH Stock · kite	₹1,01,410 0.5% 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	none in the trailing window
HDFCAMC Stock · kite	₹89,915 0.5% of INR portfolio		71.5%	24.6%	0.3% (as of 2026-08-28)	1.55 (as of 2026-08-28)	-0.31 (as of 2026-08-28)	HOLD	Allotment of Securities on 20-Aug-2026 17:17:47
CDSL Stock · kite	₹84,882 0.5% 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 0.4% 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	Volume 3.1x 20-day average
HCG Stock · kite	₹69,995 0.4% of INR portfolio		26.6%	21.0%	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 0.4% 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	none in the trailing window
ITCHOTELS Stock · kite	₹7,323 0.0% 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	none in the trailing window
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	$1,315 39.9% of USD portfolio		44.3%	85.4%	0.5% (as of 2026-08-31)	1.01 (as of 2026-08-31)	1.67 (as of 2026-08-31)	WATCH	Down 22.2% from 52-week high ISHARES TR ISHARES SEMICDTR is 39.9% of the USD portfolio, above the 15.0% Core cap
VANGUARD INDEX FDS S&P 500 ETF SHS US ETF · vested	$1,034 31.4% of USD portfolio		10.1%	19.6%	0.1% (as of 2026-08-31)	0.99 (as of 2026-08-31)	1.04 (as of 2026-08-31)	HOLD	VANGUARD INDEX FDS S&P 500 ETF SHS is 31.4% of the USD portfolio, above the 15.0% Core cap
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF US ETF · vested	$944 28.7% of USD portfolio		11.4%	23.4%	0.2% (as of 2026-08-31)	0.99 (as of 2026-08-31)	0.98 (as of 2026-08-31)	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
PP001ZG-Parag Parikh Flexi Cap Fund - Direct Plan Growth (formerly Parag Parikh Long Term Value Fund) (Demat) Mutual Fund · cas	₹36,22,328 19.4% of INR portfolio	no trend data	53.1%	12.2%	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	₹14,54,896 7.8% of INR portfolio	no trend data	21.4%	9.3%	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	₹13,63,230 7.3% of INR portfolio	no trend data	140.6%	23.8%	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	₹10,05,020 5.4% of INR portfolio	no trend data	22.8%	1.5%	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	₹6,96,868 3.7% of INR portfolio	no trend data	4.1%	2.9%	n/a	n/a	n/a	HOLD	none in the trailing window
128SCDGG-Axis Small Cap Fund Direct Growth (Demat) Mutual Fund · cas	₹6,19,976 3.3% of INR portfolio	no trend data	44.1%	19.9%	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	₹6,15,043 3.3% of INR portfolio	no trend data	0.4%	10.0%	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	₹6,08,762 3.3% of INR portfolio	no trend data	1.5%	1.6%	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	₹5,93,202 3.2% of INR portfolio	no trend data	7.4%	-62.0%	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	₹3,80,917 2.0% of INR portfolio	no trend data	11.1%	-87.4%	n/a	n/a	n/a	HOLD	none in the trailing window
ZERODHAAMC - GOLDCASE Mutual Fund · groww	₹3,32,344 1.8% of INR portfolio	no trend data	27.6%	34.9%	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	₹2,47,909 1.3% of INR portfolio	no trend data	25.8%	22.9%	n/a	n/a	n/a	HOLD	none in the trailing window
118ILD1G-Edelweiss Liquid Fund - Direct Plan Growth (Demat) Mutual Fund · cas	₹2,28,826 1.2% of INR portfolio	no trend data	4.0%	6.9%	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	₹1,91,432 1.0% of INR portfolio	no trend data	4.5%	33.6%	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	₹1,88,000 1.0% of INR portfolio	no trend data	28.8%	87.4%	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	₹1,79,253 1.0% of INR portfolio	no trend data	15.6%	-49.9%	n/a	n/a	n/a	HOLD	none in the trailing window
166IBDGG-quant Small Cap Fund - Direct Plan - Growth (Demat) Mutual Fund · cas	₹1,20,115 0.6% of INR portfolio	no trend data	4.4%	4.1%	n/a	n/a	n/a	HOLD	none in the trailing window
LD036G-SBI Contra Fund - Direct Plan - Growth (Demat) Mutual Fund · cas	₹1,05,084 0.6% of INR portfolio	no trend data	1.0%	-94.6%	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	₹70,928 0.4% of INR portfolio	no trend data	2.8%	-93.7%	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	₹59,023 0.3% of INR portfolio	no trend data	15.7%	-98.2%	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	₹52,004 0.3% of INR portfolio	no trend data	2.0%	--	n/a	n/a	n/a	HOLD	none in the trailing window
LD036G-SBI Contra Fund - Direct Plan - Growth (Non-Demat) Mutual Fund · cas	₹49,289 0.3% of INR portfolio	no trend data	2.7%	-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	₹44,302 0.2% of INR portfolio	no trend data	3.5%	-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.

Core	Weight above 5.0%. Position cap: 15.0%.
Satellite	Weight at or below 2.5%. Position cap: 5.0%; combined satellite bucket capped at 20.0%.
Building	Between 2.5% and 5.0% -- neither bucket yet, no cap applies.