Portfolio Watch

Dashboard published on 2026-09-11
Metrics calculated as on 2026-09-11
A holding's own metrics can show a different, earlier date if its price/NAV feed was missing data that day -- flagged inline wherever that happens, not hidden.

By asset category

IN Stocks

₹41,23,888

XIRR8.5%
Standard deviation0.1%
Sharpe ratio-0.32 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ₹1,11,890

IN MF

₹1,22,66,230

XIRR13.2%
Standard deviation0.1%
Sharpe ratio-0.46 (risk-free rate: 5.30%)

IN Gold (SGB+GOLDCASE)

₹19,73,025

XIRR24.8%
Standard deviation0.3%
Sharpe ratio1.02 (risk-free rate: 5.30%)

US ETF

$3,340

XIRR45.0%
Standard deviation0.3%
Sharpe ratio1.45 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ$7

INR portfolio

₹1,83,63,143

Composite benchmarkNifty 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 deviation0.1%
Sharpe ratio-0.14 (risk-free rate: 5.30%)
XIRR13.4%

INR allocation by asset class

mf68.5%
stock31.5%

INR allocation by source

cas66.8%
kite31.5%
groww1.7%

INR top movers since last publish

  • HDFCAMC: -6.4%
  • EXIDEIND: -6.3%
  • BAJAJFINSV: -5.3%

USD portfolio

$3,340

Composite benchmarkPHLX Semiconductor (SOX) 41% / S&P 500 31% / Nasdaq 100 28%
Standard deviation0.3%
Sharpe ratio1.45 (risk-free rate: 5.30%)
XIRR45.0%

USD allocation by asset class

us_etf100.0%

USD allocation by source

vested100.0%

USD top movers since last publish

  • ISHARES TR ISHARES SEMICDTR: 3.7%
  • VANGUARD INDEX FDS S&P 500 ETF SHS: -0.6%
  • INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF: -0.2%
IN Stocks
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
TRENT
Stock · kite
 ₹4,82,013
2.6% of INR portfolio
 38.8% 14.0% 0.5% 1.26 -1.17 WATCH Down 48.3% from 52-week high Down 48.3% from 52-week high Down 48.3% from 52-week high Down 46.0% from 52-week high
RELIANCE
Stock · kite
 ₹4,02,400
2.2% of INR portfolio
 18.0% 3.7% 0.2% 0.81 -0.59 WATCH Volume 3.5x 20-day average Down 17.2% from 52-week high Down 16.6% from 52-week high Down 16.6% from 52-week high Other Restructuring on 05-Sep-2026 17:35:49 Other Restructuring on 05-Sep-2026 17:35:49 Other Restructuring on 05-Sep-2026 17:35:49 Down 20.7% from 52-week high Other Restructuring on 05-Sep-2026 17:35:49
IDFCFIRSTB
Stock · kite
 ₹3,87,945
2.1% of INR portfolio
 12.3% 5.5% 0.3% 1.27 0.55 HOLD none in the trailing window
ETERNAL
Stock · kite
 ₹3,07,325
1.7% of INR portfolio
 49.1% 23.3% 0.3% 1.39 -0.02 HOLD Volume 10.8x 20-day average
TITAN
Stock · kite
 ₹3,00,570
1.6% of INR portfolio
 181.2% 23.7% 0.2% 1.01 1.31 HOLD RSI(14) = 71.9 (overbought)
ICICIBANK
Stock · kite
 ₹2,68,964
1.5% of INR portfolio
 87.6% 15.3% 0.2% 0.83 -0.23 HOLD none in the trailing window
TATAPOWER
Stock · kite
 ₹2,60,725
1.4% of INR portfolio
 79.3% 16.5% 0.2% 0.81 -0.40 WATCH RSI(14) = 21.5 (oversold) Down 20.7% from 52-week high Down 19.8% from 52-week high Down 19.8% from 52-week high Down 20.5% from 52-week high
SWIGGY
Stock · kite
 ₹2,12,823
1.2% of INR portfolio
 -29.9% -22.9% 0.4% 1.14 -1.11 TRIM Down 41.6% from 52-week high Down 39.8% from 52-week high Volume 13.1x 20-day average Down 39.8% from 52-week high Volume 13.1x 20-day average Down 39.3% from 52-week high
ITC
Stock · kite
 ₹1,81,895
1.0% of INR portfolio
 -36.5% -25.3% 0.2% 0.56 -2.23 WATCH Down 33.8% from 52-week high Down 34.3% from 52-week high Down 34.3% from 52-week high Down 35.4% from 52-week high
JIOFIN
Stock · kite
 ₹1,67,827
0.9% of INR portfolio
 -6.3% 1.5% 0.3% 1.58 -1.10 WATCH Down 25.2% from 52-week high Down 24.4% from 52-week high Down 24.4% from 52-week high Down 27.4% from 52-week high
EXIDEIND
Stock · kite
 ₹1,63,822
0.9% of INR portfolio
 89.4% 16.9% 0.3% 1.20 -0.10 HOLD Down 15.9% from 52-week high
BAJAJFINSV
Stock · kite
 ₹1,43,512
0.8% of INR portfolio
 18.9% 7.1% 0.2% 1.24 -0.36 HOLD none in the trailing window
NUVAMA
Stock · kite
 ₹1,30,290
0.7% of INR portfolio
 27.0% 16.7% 0.4% 1.32 0.95 TRIM 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) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only)
VBL
Stock · kite
 ₹1,24,950
0.7% of INR portfolio
 -22.8% -16.7% 0.3% 1.10 -0.47 WATCH Down 23.6% from 52-week high Down 25.0% from 52-week high Down 25.0% from 52-week high Down 23.4% from 52-week high
INDHOTEL
Stock · kite
 ₹1,07,775
0.6% of INR portfolio
 37.3% 13.8% 0.2% 1.37 -0.38 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 Amalgamation/Merger on 24-Aug-2026 08:59:52
MAXHEALTH
Stock · kite
 ₹1,03,770
0.6% of INR portfolio
 28.5% 10.6% 0.3% 0.66 -0.47 WATCH Down 17.8% from 52-week high Down 18.5% from 52-week high Down 18.5% from 52-week high Closed below 200-DMA (1037.72)
HDFCAMC
Stock · kite
 ₹84,136
0.5% of INR portfolio
 60.5% 24.1% 0.3% 1.54 -0.46 HOLD Allotment of Securities on 20-Aug-2026 17:17:47 Allotment of Securities on 20-Aug-2026 17:17:47 Down 16.5% from 52-week high
CDSL
Stock · kite
 ₹81,600
0.4% of INR portfolio
 28.5% 18.0% 0.3% 1.72 -0.41 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 Outcome of Board Meeting on 27-Aug-2026 14:02:20 Outcome of Board Meeting on 27-Aug-2026 14:02:20 Outcome of Board Meeting on 27-Aug-2026 14:02:20 Down 17.1% from 52-week high
HDFCBANK
Stock · kite
 ₹70,825
0.4% of INR portfolio
 -- 2.9% 0.2% 1.09 -1.54 WATCH Volume 3.1x 20-day average Down 29.4% from 52-week high Down 28.3% from 52-week high Down 28.3% from 52-week high Down 28.7% from 52-week high
HCG
Stock · kite
 ₹69,390
0.4% of INR portfolio
 25.5% 19.7% 0.3% 0.73 0.00 HOLD none in the trailing window
TATACONSUM
Stock · kite
 ₹64,415
0.4% of INR portfolio
 8.9% 5.5% 0.2% 0.55 -0.55 WATCH Down 19.7% from 52-week high Down 19.9% from 52-week high Down 19.9% from 52-week high RSI(14) = 29.2 (oversold) Down 21.4% from 52-week high
ITCHOTELS
Stock · kite
 ₹6,916
0.0% of INR portfolio
 -75.9% -- 0.3% 1.31 -1.60 WATCH Down 36.3% from 52-week high Down 34.5% from 52-week high Down 34.5% from 52-week high Down 37.5% from 52-week high
IN MF
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
Parag Parikh Flexi Cap Fund - Direct Plan Growth (formerly Parag Parikh Long Term Value Fund) (Demat)
Mutual Fund · cas
 ₹36,06,137
19.6% of INR portfolio
 49.2% 12.0% 0.1% 0.56 -0.79 TRIM Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.5pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.9pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.0pp over 12mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.0pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.0pp over 12mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.2pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.6pp over 12mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.9pp over 12mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.1pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.2pp over 12mo
HDFC BSE Sensex Index Fund - Direct Plan - Growth Option (erstwhile HDFC Index Fund - Sensex Plus Plan merged) (Demat)
Mutual Fund · cas
 ₹14,16,236
7.7% of INR portfolio
 18.2% 8.7% 0.1% 0.99 -0.78 HOLD none in the trailing window
ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹13,43,408
7.3% of INR portfolio
 137.1% 23.2% 0.2% 1.00 1.38 HOLD none in the trailing window
Zerodha Nifty Large Midcap 250 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹11,54,680
6.3% of INR portfolio
 18.6% 7.3% 0.1% n/a -0.02 HOLD none in the trailing window
HDFC Flexi Cap Fund - Direct Plan - Growth Option (Demat)
Mutual Fund · cas
 ₹9,51,011
5.2% of INR portfolio
 6.2% 13.9% 0.1% 0.86 -0.08 HOLD none in the trailing window
ICICI Prudential Nifty 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹6,79,607
3.7% of INR portfolio
 1.5% 1.1% 0.1% 1.00 -0.63 HOLD none in the trailing window
Axis Small Cap Fund Direct Growth (Demat)
Mutual Fund · cas
 ₹6,18,854
3.4% of INR portfolio
 43.8% 19.8% 0.1% 0.84 0.53 HOLD Axis Small Cap Fund trails Nifty Smallcap 250 by 3.8pp over 6mo
Bandhan Nifty 50 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹5,99,821
3.3% of INR portfolio
 -2.1% 1.0% 0.1% 1.00 -0.68 HOLD none in the trailing window
HDFC Nifty 50 Index Fund - Direct Plan (formerly HDFC Index Fund - Nifty Plan) (Demat)
Mutual Fund · cas
 ₹5,93,661
3.2% of INR portfolio
 -1.1% -1.1% 0.1% 1.00 -0.63 HOLD none in the trailing window
quant Small Cap Fund - Direct Plan - Growth (Non Demat)
Mutual Fund · cas
 ₹3,72,550
2.0% of INR portfolio
 19.4% 34.8% 0.2% 0.85 0.85 HOLD none in the trailing window
Edelweiss Liquid Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹2,29,301
1.2% of INR portfolio
 4.2% 6.9% 0.0% n/a -3.16 HOLD none in the trailing window
SBI Contra Fund - Direct Plan - Growth (Non-Demat)
Mutual Fund · cas
 ₹1,94,926
1.1% of INR portfolio
 0.1% 0.3% 0.1% 0.83 -0.49 TRIM SBI CONTRA FUND trails Nifty 500 by 3.7pp over 6mo SBI CONTRA FUND trails Nifty 500 by 5.8pp over 6mo SBI CONTRA FUND trails Nifty 500 by 4.7pp over 6mo SBI CONTRA FUND trails Nifty 500 by 4.0pp over 6mo SBI CONTRA FUND trails Nifty 500 by 3.8pp over 6mo SBI CONTRA FUND trails Nifty 500 by 3.6pp over 6mo
Motilal Oswal Nifty 500 Momentum 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹1,89,285
1.0% of INR portfolio
 3.3% 24.0% 0.2% n/a 0.22 HOLD none in the trailing window
Invesco India Small Cap Fund - Direct Plan Growth (Non Demat)
Mutual Fund · cas
 ₹1,87,553
1.0% of INR portfolio
 28.5% 78.4% 0.2% 0.93 0.82 HOLD none in the trailing window
NIPPON INDIA SMALL CAP FUND - DIRECT GROWTH PLAN GROWTH OPTION (Demat)
Mutual Fund · cas
 ₹1,29,200
0.7% of INR portfolio
 7.7% 33.4% 0.1% 0.86 0.45 HOLD Nippon India Small Cap Fund trails Nifty Smallcap 250 by 5.1pp over 6mo
IN Gold (SGB+GOLDCASE)
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
SGBJU29III-GB
Stock · kite
 ₹16,53,300
9.0% of INR portfolio
 202.9% 24.7% n/a n/a n/a HOLD none in the trailing window
ZERODHAAMC - GOLDCASE
Mutual Fund · groww
 ₹3,19,725
1.7% of INR portfolio
 22.7% 27.9% 0.3% 0.73 1.25 HOLD none in the trailing window
US ETF
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
ISHARES TR ISHARES SEMICDTR
US ETF · vested
 $1,362
40.8% of USD portfolio
 49.5% 90.7% 0.5% 1.02 1.73 TRIM Down 22.0% from 52-week high Down 23.6% from 52-week high Down 20.6% from 52-week high Down 20.6% from 52-week high Down 20.6% from 52-week high Down 19.3% from 52-week high Down 18.8% from 52-week high Down 19.5% from 52-week high
VANGUARD INDEX FDS S&P 500 ETF SHS
US ETF · vested
 $1,033
30.9% of USD portfolio
 10.0% 19.2% 0.1% 0.99 0.99 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
 $945
28.3% of USD portfolio
 11.5% 22.6% 0.2% 0.99 0.92 HOLD INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF is 28.7% of the USD portfolio, above the 15.0% Core cap

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.

How labels are decided (reference)

Computed fresh each run from the trailing 14-day trigger window -- a mechanical score, not a judgment call.

ScoreSum of every medium/high-severity trigger fired in the trailing 14 days, weighted 50% technical / 50% fundamental. Low-severity triggers are informational only and never count toward it.
TRIMScore at or above 8.
WATCHScore at or above 4, below 8.
BUYScore below 4, zero active medium/high-severity concerns, and an RSI-oversold signal currently firing.
HOLDEverything else -- score below 4, with either an active concern or no oversold signal.