Portfolio Watch

Published 2026-09-02

By asset category

IN Stocks

₹41,84,235

XIRR	9.2%
Standard deviation	0.1% (as of 2026-09-02)
Sharpe ratio	-0.29 (as of 2026-09-02) (risk-free rate: 5.30%)

IN MF

₹1,24,27,533

XIRR	13.8%
Standard deviation	0.1% (as of 2026-09-02)
Sharpe ratio	-0.25 (as of 2026-09-02) (risk-free rate: 5.30%)

IN Gold (SGB+GOLDCASE)

₹19,51,108

XIRR	207.0%
Standard deviation	0.3% (as of 2026-09-02)
Sharpe ratio	1.18 (as of 2026-09-02) (risk-free rate: 5.30%)

US ETF

$3,266

XIRR	41.1%
Standard deviation	0.3% (as of 2026-09-02)
Sharpe ratio	1.48 (as of 2026-09-02) (risk-free rate: 5.30%)

INR portfolio

₹1,85,62,876

Composite benchmark	Nifty 500 49% / 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 2026-09-02)
Sharpe ratio	0.04 (as of 2026-09-02) (risk-free rate: 5.30%)
XIRR	15.9%

INR allocation by asset class

mf68.7%

stock31.3%

INR allocation by source

cas66.9%

kite31.3%

groww1.7%

INR top movers since last publish

EXIDEIND: -8.3%
NUVAMA: 6.5%
VBL: -5.3%

USD portfolio

$3,266

Composite benchmark	PHLX Semiconductor (SOX) 40% / S&P 500 32% / Nasdaq 100 29%
Standard deviation	0.3% (as of 2026-09-02)
Sharpe ratio	1.48 (as of 2026-09-02) (risk-free rate: 5.30%)
XIRR	41.1%

USD allocation by asset class

us_etf100.0%

USD allocation by source

vested100.0%

USD top movers since last publish

ISHARES TR ISHARES SEMICDTR: -3.9%
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF: -1.0%
VANGUARD INDEX FDS S&P 500 ETF SHS: 0.3%

Holding	Value	Trend	P&L%	XIRR	SD	Beta	Sharpe	Label	Recent flags (14d)
INR — Stocks, ETFs & SGB
SGBJU29III-GB Stock · kite	₹16,31,301 8.8% of INR portfolio		198.8%	260.4%	n/a	n/a	n/a	HOLD	none in the trailing window
TRENT Stock · kite	₹4,90,596 2.6% of INR portfolio		41.3%	14.7%	0.5% (as of 2026-09-02)	1.28 (as of 2026-09-02)	-1.23 (as of 2026-09-02)	HOLD	Down 48.3% from 52-week high
RELIANCE Stock · kite	₹4,20,192 2.3% of INR portfolio		23.2%	4.2%	0.2% (as of 2026-09-02)	0.80 (as of 2026-09-02)	-0.29 (as of 2026-09-02)	HOLD	Volume 3.5x 20-day average Down 17.2% from 52-week high
IDFCFIRSTB Stock · kite	₹3,82,905 2.1% of INR portfolio		10.8%	4.7%	0.3% (as of 2026-09-02)	1.28 (as of 2026-09-02)	0.68 (as of 2026-09-02)	HOLD	none in the trailing window
ETERNAL Stock · kite	₹3,10,935 1.7% of INR portfolio		50.8%	24.4%	0.3% (as of 2026-09-02)	1.39 (as of 2026-09-02)	0.06 (as of 2026-09-02)	HOLD	Volume 10.8x 20-day average
TITAN Stock · kite	₹3,04,440 1.6% of INR portfolio		184.8%	23.7%	0.2% (as of 2026-09-02)	1.00 (as of 2026-09-02)	1.37 (as of 2026-09-02)	HOLD	RSI(14) = 71.9 (overbought)
ICICIBANK Stock · kite	₹2,78,168 1.5% of INR portfolio		94.0%	15.2%	0.2% (as of 2026-09-02)	0.83 (as of 2026-09-02)	-0.08 (as of 2026-09-02)	HOLD	none in the trailing window
TATAPOWER Stock · kite	₹2,60,260 1.4% of INR portfolio		78.9%	15.6%	0.2% (as of 2026-09-02)	0.83 (as of 2026-09-02)	-0.33 (as of 2026-09-02)	HOLD	RSI(14) = 21.5 (oversold) Down 20.7% from 52-week high
SWIGGY Stock · kite	₹2,04,791 1.1% of INR portfolio		-32.5%	-25.2%	0.4% (as of 2026-09-02)	1.17 (as of 2026-09-02)	-1.23 (as of 2026-09-02)	HOLD	Down 41.6% from 52-week high
ITC Stock · kite	₹1,86,410 1.0% of INR portfolio		-34.9%	-28.0%	0.2% (as of 2026-09-02)	0.54 (as of 2026-09-02)	-2.00 (as of 2026-09-02)	HOLD	Down 33.8% from 52-week high
JIOFIN Stock · kite	₹1,72,937 0.9% of INR portfolio		-3.4%	2.7%	0.3% (as of 2026-09-02)	1.57 (as of 2026-09-02)	-1.07 (as of 2026-09-02)	HOLD	Down 25.2% from 52-week high
EXIDEIND Stock · kite	₹1,68,983 0.9% of INR portfolio		95.4%	17.1%	0.3% (as of 2026-09-02)	1.20 (as of 2026-09-02)	0.09 (as of 2026-09-02)	HOLD	none in the trailing window
BAJAJFINSV Stock · kite	₹1,49,250 0.8% of INR portfolio		23.7%	8.7%	0.2% (as of 2026-09-02)	1.23 (as of 2026-09-02)	-0.00 (as of 2026-09-02)	HOLD	none in the trailing window
NUVAMA Stock · kite	₹1,38,075 0.7% of INR portfolio		34.6%	19.2%	0.4% (as of 2026-09-02)	1.31 (as of 2026-09-02)	1.08 (as of 2026-09-02)	WATCH	Promoter shares are pledged (exact % not yet available -- boolean flag only) Volume 4.4x 20-day average Promoter shares are pledged (exact % not yet available -- boolean flag only)
VBL Stock · kite	₹1,24,500 0.7% of INR portfolio		-23.1%	-17.5%	0.3% (as of 2026-09-02)	1.12 (as of 2026-09-02)	-0.61 (as of 2026-09-02)	HOLD	Down 23.6% from 52-week high
INDHOTEL Stock · kite	₹1,09,155 0.6% of INR portfolio		39.1%	13.9%	0.2% (as of 2026-09-02)	1.38 (as of 2026-09-02)	-0.25 (as of 2026-09-02)	HOLD	Volume 3.6x 20-day average Amalgamation/Merger on 24-Aug-2026 08:59:52 Amalgamation/Merger on 24-Aug-2026 08:59:52
MAXHEALTH Stock · kite	₹99,400 0.5% of INR portfolio		23.1%	8.6%	0.3% (as of 2026-09-02)	0.71 (as of 2026-09-02)	-0.74 (as of 2026-09-02)	HOLD	Down 17.8% from 52-week high
HDFCAMC Stock · kite	₹88,399 0.5% of INR portfolio		68.7%	23.7%	0.3% (as of 2026-09-02)	1.56 (as of 2026-09-02)	-0.26 (as of 2026-09-02)	HOLD	Allotment of Securities on 20-Aug-2026 17:17:47 Allotment of Securities on 20-Aug-2026 17:17:47
CDSL Stock · kite	₹81,912 0.4% of INR portfolio		29.0%	16.8%	0.3% (as of 2026-09-02)	1.73 (as of 2026-09-02)	-0.25 (as of 2026-09-02)	HOLD	Outcome of Board Meeting on 27-Aug-2026 14:02:20 Down 16.8% from 52-week high Outcome of Board Meeting on 27-Aug-2026 14:02:20
HDFCBANK ⚠ recon Stock · kite	₹70,080 0.4% of INR portfolio		--	37.0% unreliable	0.2% (as of 2026-09-02)	1.09 (as of 2026-09-02)	-1.54 (as of 2026-09-02)	HOLD	Volume 3.1x 20-day average Down 29.4% from 52-week high
HCG Stock · kite	₹69,930 0.4% of INR portfolio		26.5%	20.8%	0.3% (as of 2026-09-02)	0.73 (as of 2026-09-02)	0.12 (as of 2026-09-02)	HOLD	none in the trailing window
TATACONSUM Stock · kite	₹65,780 0.4% of INR portfolio		11.2%	5.1%	0.2% (as of 2026-09-02)	0.55 (as of 2026-09-02)	-0.35 (as of 2026-09-02)	HOLD	Down 19.7% from 52-week high
ITCHOTELS Stock · kite	₹7,138 0.0% of INR portfolio		-75.1%	--	0.3% (as of 2026-09-02)	1.31 (as of 2026-09-02)	-1.46 (as of 2026-09-02)	HOLD	Down 36.3% 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	$1,297 39.7% of USD portfolio		42.3%	80.2%	0.5% (as of 2026-09-02)	1.01 (as of 2026-09-02)	1.73 (as of 2026-09-02)	WATCH	Down 22.0% from 52-week high ISHARES TR ISHARES SEMICDTR is 40.0% of the USD portfolio, above the 15.0% Core cap Down 23.3% from 52-week high
VANGUARD INDEX FDS S&P 500 ETF SHS US ETF · vested	$1,033 31.6% of USD portfolio		10.0%	19.2%	0.1% (as of 2026-09-02)	0.99 (as of 2026-09-02)	1.14 (as of 2026-09-02)	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	$937 28.7% of USD portfolio		10.4%	21.2%	0.2% (as of 2026-09-02)	0.99 (as of 2026-09-02)	0.97 (as of 2026-09-02)	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
Parag Parikh Flexi Cap Fund - Direct Plan Growth (formerly Parag Parikh Long Term Value Fund) (Demat) Mutual Fund · cas	₹36,58,732 19.7% of INR portfolio		51.3%	12.5%	n/a	n/a	n/a	HOLD	none in the trailing window
HDFC BSE Sensex Index Fund - Direct Plan - Growth Option (erstwhile HDFC Index Fund - Sensex Plus Plan merged) (Demat) Mutual Fund · cas	₹14,54,641 7.8% of INR portfolio		21.4%	9.3%	n/a	n/a	n/a	HOLD	none in the trailing window
ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth (Demat) Mutual Fund · cas	₹13,36,943 7.2% of INR portfolio		136.0%	23.2%	n/a	n/a	n/a	HOLD	none in the trailing window
Zerodha Nifty Large Midcap 250 Index Fund-Direct Plan - Growth (Demat) Mutual Fund · cas	₹11,75,229 6.3% of INR portfolio		20.7%	8.1%	n/a	n/a	n/a	HOLD	none in the trailing window
HDFC Flexi Cap Fund - Direct Plan - Growth Option (Demat) Mutual Fund · cas	₹9,67,148 5.2% of INR portfolio		8.0%	19.1%	n/a	n/a	n/a	HOLD	none in the trailing window
ICICI Prudential Nifty 50 Index Fund - Direct Plan Growth (Demat) Mutual Fund · cas	₹6,96,153 3.8% of INR portfolio		4.0%	2.8%	n/a	n/a	n/a	HOLD	none in the trailing window
Axis Small Cap Fund Direct Growth (Demat) Mutual Fund · cas	₹6,18,270 3.3% of INR portfolio		43.7%	19.8%	n/a	n/a	n/a	HOLD	none in the trailing window
Bandhan Nifty 50 Index Fund-Direct Plan - Growth (Demat) Mutual Fund · cas	₹6,14,413 3.3% of INR portfolio		0.3%	9.4%	n/a	n/a	n/a	HOLD	none in the trailing window
HDFC Nifty 50 Index Fund - Direct Plan (formerly HDFC Index Fund - Nifty Plan) (Demat) Mutual Fund · cas	₹6,08,134 3.3% of INR portfolio		1.4%	1.5%	n/a	n/a	n/a	HOLD	none in the trailing window
quant Small Cap Fund - Direct Plan - Growth (Non Demat) Mutual Fund · cas	₹3,66,609 2.0% of INR portfolio		17.5%	34.5%	n/a	n/a	n/a	HOLD	none in the trailing window
ZERODHAAMC - GOLDCASE Mutual Fund · groww	₹3,19,807 1.7% of INR portfolio		22.8%	28.9%	n/a	n/a	n/a	HOLD	none in the trailing window
Edelweiss Liquid Fund - Direct Plan Growth (Demat) Mutual Fund · cas	₹2,28,884 1.2% of INR portfolio		4.0%	6.9%	n/a	n/a	n/a	HOLD	none in the trailing window
SBI Contra Fund - Direct Plan - Growth (Non-Demat) Mutual Fund · cas	₹1,97,560 1.1% of INR portfolio		1.4%	5.9%	n/a	n/a	n/a	HOLD	none in the trailing window
Motilal Oswal Nifty 500 Momentum 50 Index Fund - Direct Plan Growth (Demat) Mutual Fund · cas	₹1,88,306 1.0% of INR portfolio		2.8%	24.1%	n/a	n/a	n/a	HOLD	none in the trailing window
Invesco India Small Cap Fund - Direct Plan Growth (Non Demat) Mutual Fund · cas	₹1,87,243 1.0% of INR portfolio		28.2%	84.0%	n/a	n/a	n/a	HOLD	none in the trailing window
NIPPON INDIA SMALL CAP FUND - DIRECT GROWTH PLAN GROWTH OPTION (Demat) Mutual Fund · cas	₹1,29,269 0.7% of INR portfolio		7.7%	37.8%	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.