Portfolio Watch

Dashboard published on 2026-09-25
Metrics calculated as on 2026-09-25
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

₹40,62,846

XIRR7.8%
Standard deviation0.1%
Sharpe ratio-0.55 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ₹1,11,890

IN MF

₹1,22,41,593

XIRR12.9%
Standard deviation0.1%
Sharpe ratio-0.43 (risk-free rate: 5.30%)

IN Gold (SGB+GOLDCASE)

₹19,69,515

XIRR24.5%
Standard deviation0.3%
Sharpe ratio0.90 (risk-free rate: 5.30%)

US ETF

$3,512

XIRR53.5%
Standard deviation0.3%
Sharpe ratio1.48 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ$7

INR portfolio

₹1,82,73,954

Composite benchmarkNifty 500 48% / Domestic gold price (MCX Gold / INR spot) 11% / Nifty 50 10% / Nasdaq 100 8% / Sensex 8% / Nifty Smallcap 250 7% / Nifty Large Midcap 250 6% / Nifty500 Momentum 50 1%
Standard deviation0.1%
Sharpe ratio-0.19 (risk-free rate: 5.30%)
XIRR13.1%

INR allocation by asset class

mf68.7%
stock31.3%

INR allocation by source

cas67.0%
kite31.3%
groww1.7%

INR top movers since last publish

  • BAJAJFINSV: -7.4%
  • P9656-ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth (Demat): 5.4%
  • ITCHOTELS: 5.3%

USD portfolio

$3,512

Composite benchmarkPHLX Semiconductor (SOX) 42% / S&P 500 30% / Nasdaq 100 28%
Standard deviation0.3%
Sharpe ratio1.48 (risk-free rate: 5.30%)
XIRR53.5%

USD allocation by asset class

us_etf100.0%

USD allocation by source

vested100.0%

USD top movers since last publish

  • ISHARES TR ISHARES SEMICDTR: 15.6%
  • INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF: 5.2%
  • VANGUARD INDEX FDS S&P 500 ETF SHS: 1.6%
IN Stocks
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
TRENT
Stock · kite
 ₹4,59,120
2.5% of INR portfolio
 32.3% 11.8% 0.5% 1.29 -1.15 HOLD Down 46.0% from 52-week high RSI(14) = 29.2 (oversold) RSI(14) = 29.7 (oversold) Down 44.7% from 52-week high
RELIANCE
Stock · kite
 ₹3,92,320
2.1% of INR portfolio
 15.0% 3.2% 0.2% 0.81 -0.72 HOLD 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 Other Restructuring on 05-Sep-2026 17:35:49 Allotment of Securities on 16-Sep-2026 15:48:55 Other Restructuring on 05-Sep-2026 17:35:49 Allotment of Securities on 16-Sep-2026 15:48:55 Other Restructuring on 05-Sep-2026 17:35:49 Allotment of Securities on 16-Sep-2026 15:48:55 Other Restructuring on 05-Sep-2026 17:35:49 Allotment of Securities on 16-Sep-2026 15:48:55 Allotment of Securities on 16-Sep-2026 15:48:55 Allotment of Securities on 16-Sep-2026 15:48:55 Down 22.6% from 52-week high Allotment of Securities on 16-Sep-2026 15:48:55
IDFCFIRSTB
Stock · kite
 ₹3,77,100
2.1% of INR portfolio
 9.2% 4.1% 0.3% 1.31 0.57 HOLD Volume 3.9x 20-day average
ETERNAL
Stock · kite
 ₹3,18,250
1.7% of INR portfolio
 54.4% 25.0% 0.3% 1.40 -0.00 HOLD RSI(14) = 71.7 (overbought)
TITAN
Stock · kite
 ₹2,93,040
1.6% of INR portfolio
 174.1% 22.9% 0.2% 1.01 1.44 HOLD none in the trailing window
TATAPOWER
Stock · kite
 ₹2,62,762
1.4% of INR portfolio
 80.7% 16.5% 0.2% 0.81 -0.40 HOLD Down 20.5% from 52-week high Down 19.9% from 52-week high
ICICIBANK
Stock · kite
 ₹2,58,726
1.4% of INR portfolio
 80.4% 14.3% 0.2% 0.82 -0.35 BUY RSI(14) = 29.0 (oversold)
SWIGGY
Stock · kite
 ₹2,02,610
1.1% of INR portfolio
 -33.2% -24.8% 0.4% 1.13 -1.32 HOLD Down 39.3% from 52-week high Down 40.9% from 52-week high
ITC
Stock · kite
 ₹1,88,300
1.0% of INR portfolio
 -34.2% -23.2% 0.2% 0.55 -1.87 HOLD Down 35.4% from 52-week high Down 33.1% from 52-week high
EXIDEIND
Stock · kite
 ₹1,68,189
0.9% of INR portfolio
 94.5% 17.6% 0.3% 1.18 0.18 HOLD Down 15.9% from 52-week high
JIOFIN
Stock · kite
 ₹1,65,710
0.9% of INR portfolio
 -7.5% 0.9% 0.3% 1.57 -1.13 HOLD Down 27.4% from 52-week high RSI(14) = 29.7 (oversold) RSI(14) = 29.0 (oversold) Down 27.7% from 52-week high
BAJAJFINSV
Stock · kite
 ₹1,32,825
0.7% of INR portfolio
 10.1% 3.8% 0.2% 1.26 -0.73 HOLD RSI(14) = 29.7 (oversold) RSI(14) = 27.2 (oversold) RSI(14) = 27.2 (oversold) RSI(14) = 28.6 (oversold) RSI(14) = 28.0 (oversold) Down 18.6% from 52-week high
VBL
Stock · kite
 ₹1,30,440
0.7% of INR portfolio
 -19.4% -13.7% 0.3% 1.11 -0.16 HOLD Down 23.4% from 52-week high Down 20.0% from 52-week high
NUVAMA
Stock · kite
 ₹1,26,105
0.7% of INR portfolio
 22.9% 14.2% 0.4% 1.31 0.95 TRIM 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) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Down 15.1% from 52-week high Promoter shares are pledged (exact % not yet available -- boolean flag only)
INDHOTEL
Stock · kite
 ₹1,09,020
0.6% of INR portfolio
 38.9% 14.0% 0.2% 1.37 -0.18 HOLD none in the trailing window
MAXHEALTH
Stock · kite
 ₹1,01,400
0.6% of INR portfolio
 25.5% 9.4% 0.3% 0.66 -0.49 WATCH Closed below 200-DMA (1037.72) Closed below 200-DMA (1033.75) Down 16.1% from 52-week high
HDFCAMC
Stock · kite
 ₹83,230
0.5% of INR portfolio
 58.8% 23.2% 0.3% 1.51 -0.58 HOLD Down 16.5% from 52-week high Allotment of Securities on 21-Sep-2026 17:58:17 Allotment of Securities on 21-Sep-2026 17:58:17 Allotment of Securities on 21-Sep-2026 17:58:17 Down 16.3% from 52-week high Allotment of Securities on 21-Sep-2026 17:58:17
CDSL
Stock · kite
 ₹79,080
0.4% of INR portfolio
 24.5% 15.6% 0.3% 1.73 -0.43 HOLD Down 17.1% from 52-week high Down 19.7% from 52-week high
HDFCBANK
Stock · kite
 ₹73,560
0.4% of INR portfolio
 -- 3.6% 0.2% 1.07 -1.27 HOLD Down 28.7% from 52-week high Down 25.9% from 52-week high
HCG
Stock · kite
 ₹69,865
0.4% of INR portfolio
 26.4% 19.7% 0.3% 0.75 0.21 HOLD Volume 3.5x 20-day average
TATACONSUM
Stock · kite
 ₹63,908
0.3% of INR portfolio
 8.1% 5.3% 0.2% 0.54 -0.74 HOLD RSI(14) = 29.2 (oversold) Down 21.4% from 52-week high RSI(14) = 29.2 (oversold) RSI(14) = 28.0 (oversold) Down 22.0% from 52-week high
ITCHOTELS
Stock · kite
 ₹7,285
0.0% of INR portfolio
 -74.6% -- 0.3% 1.26 -1.17 HOLD Down 37.5% from 52-week high Down 29.4% 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
 ₹36,10,929
19.8% of INR portfolio
 49.4% 11.9% 0.1% 0.54 -1.16 TRIM Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.6pp over 12mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.2pp over 3mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.5pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.4pp over 12mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.9pp over 3mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.4pp over 12mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.1pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.6pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.5pp over 6mo
ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹14,16,365
7.8% of INR portfolio
 150.0% 24.5% 0.2% 0.97 1.47 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
 ₹13,96,998
7.6% of INR portfolio
 16.5% 8.4% 0.1% 0.96 -1.09 HOLD none in the trailing window
Zerodha Nifty Large Midcap 250 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹11,35,187
6.2% of INR portfolio
 16.6% 6.4% 0.1% n/a -0.34 HOLD none in the trailing window
HDFC Flexi Cap Fund - Direct Plan - Growth Option (Demat)
Mutual Fund · cas
 ₹9,36,425
5.1% of INR portfolio
 4.6% 9.4% 0.1% 0.82 -0.42 HOLD none in the trailing window
ICICI Prudential Nifty 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹6,69,787
3.7% of INR portfolio
 0.0% 0.0% 0.1% 0.96 -0.93 HOLD none in the trailing window
Axis Small Cap Fund Direct Growth (Demat)
Mutual Fund · cas
 ₹6,10,730
3.3% of INR portfolio
 42.0% 19.5% 0.1% 0.80 0.30 HOLD none in the trailing window
Bandhan Nifty 50 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹5,91,182
3.2% of INR portfolio
 -3.5% -3.1% 0.1% 0.96 -0.92 HOLD none in the trailing window
HDFC Nifty 50 Index Fund - Direct Plan (formerly HDFC Index Fund - Nifty Plan) (Demat)
Mutual Fund · cas
 ₹5,85,070
3.2% of INR portfolio
 -2.5% -2.6% 0.1% 0.96 -0.94 HOLD none in the trailing window
quant Small Cap Fund - Direct Plan - Growth (Non Demat)
Mutual Fund · cas
 ₹3,67,380
2.0% of INR portfolio
 17.8% 34.0% 0.2% 0.82 0.55 HOLD none in the trailing window
Edelweiss Liquid Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹2,29,742
1.3% of INR portfolio
 4.4% 6.8% 0.0% n/a -3.02 HOLD none in the trailing window
SBI Contra Fund - Direct Plan - Growth (Non-Demat)
Mutual Fund · cas
 ₹1,93,414
1.1% of INR portfolio
 -0.7% -2.3% 0.1% 0.80 -0.72 WATCH SBI CONTRA FUND trails Nifty 500 by 3.2pp over 6mo SBI CONTRA FUND trails Nifty 500 by 3.5pp over 3mo SBI CONTRA FUND trails Nifty 500 by 4.1pp over 6mo SBI CONTRA FUND trails Nifty 500 by 4.4pp over 6mo
Invesco India Small Cap Fund - Direct Plan Growth (Non Demat)
Mutual Fund · cas
 ₹1,85,318
1.0% of INR portfolio
 26.9% 65.9% 0.2% 0.89 0.58 HOLD none in the trailing window
Motilal Oswal Nifty 500 Momentum 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹1,84,747
1.0% of INR portfolio
 0.8% 11.5% 0.2% n/a -0.07 HOLD none in the trailing window
NIPPON INDIA SMALL CAP FUND - DIRECT GROWTH PLAN GROWTH OPTION (Demat)
Mutual Fund · cas
 ₹1,28,319
0.7% of INR portfolio
 6.9% 25.6% 0.2% 0.82 0.24 HOLD Nippon India Small Cap Fund trails Nifty Smallcap 250 by 4.5pp over 3mo
IN Gold (SGB+GOLDCASE)
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
SGBJU29III-GB
Stock · kite
 ₹16,55,280
9.1% of INR portfolio
 203.2% 24.5% n/a n/a n/a HOLD none in the trailing window
ZERODHAAMC - GOLDCASE
Mutual Fund · groww
 ₹3,14,235
1.7% of INR portfolio
 20.6% 24.3% 0.3% 0.73 0.98 HOLD none in the trailing window
US ETF
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
ISHARES TR ISHARES SEMICDTR
US ETF · vested
 $1,484
42.2% of USD portfolio
 62.8% 108.5% 0.5% 1.02 1.77 TRIM Down 19.5% from 52-week high Down 24.1% from 52-week high -5.6% today Down 23.8% from 52-week high Down 23.3% from 52-week high Down 20.7% from 52-week high Down 18.6% from 52-week high
VANGUARD INDEX FDS S&P 500 ETF SHS
US ETF · vested
 $1,044
29.7% of USD portfolio
 11.2% 19.9% 0.1% 0.99 0.94 HOLD none in the trailing window
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF
US ETF · vested
 $985
28.0% of USD portfolio
 16.1% 29.7% 0.2% 0.99 0.99 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.

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.