Portfolio Watch

Dashboard published on 2026-10-02

Metrics calculated as on 2026-10-01

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

₹38,83,728

XIRR	6.1%
Standard deviation	0.1%
Sharpe ratio	-0.78 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ	₹1,11,890

IN MF

₹1,19,87,029

XIRR	12.1%
Standard deviation	0.1% (as of 2026-10-02)
Sharpe ratio	-0.66 (as of 2026-10-02) (risk-free rate: 5.30%)

IN Gold (SGB+GOLDCASE)

₹19,31,857

XIRR	23.9%
Standard deviation	0.3% (as of 2026-09-30)
Sharpe ratio	0.79 (as of 2026-09-30) (risk-free rate: 5.30%)

US ETF

$3,549

XIRR	54.1%
Standard deviation	0.3% (as of 2026-10-02)
Sharpe ratio	1.46 (as of 2026-10-02) (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ	$7

INR portfolio

₹1,78,02,614

Composite benchmark	Nifty 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 deviation	0.1% (as of 2026-10-02)
Sharpe ratio	-0.45 (as of 2026-10-02) (risk-free rate: 5.30%)
XIRR	12.1%

INR allocation by asset class

mf69.1%

stock30.9%

INR allocation by source

cas67.3%

kite30.9%

groww1.7%

INR top movers since last publish

SWIGGY: -12.8%
CDSL: -10.6%
MAXHEALTH: -10.3%

USD portfolio

$3,549

Composite benchmark	PHLX Semiconductor (SOX) 43% / S&P 500 29% / Nasdaq 100 28%
Standard deviation	0.3% (as of 2026-10-02)
Sharpe ratio	1.46 (as of 2026-10-02) (risk-free rate: 5.30%)
XIRR	54.1%

USD allocation by asset class

us_etf100.0%

USD allocation by source

vested100.0%

USD top movers since last publish

ISHARES TR ISHARES SEMICDTR: 5.4%
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF: 1.0%
VANGUARD INDEX FDS S&P 500 ETF SHS: -0.6%

Portfolio-level flags

Combined INR satellite bucket is 21.8% of the INR portfolio, above the 20.0% aggregate cap

Holding	Value	Trend	P&L%	XIRR	SD	Beta	Sharpe	Label	Recent flags (14d)
IN Stocks
TRENT Stock · kite	₹4,43,760 2.5% of INR portfolio		27.8%	10.4%	0.5%	1.28	-1.13	HOLD	RSI(14) = 29.7 (oversold) Down 44.7% from 52-week high RSI(14) = 29.7 (oversold) RSI(14) = 26.6 (oversold) RSI(14) = 28.3 (oversold) RSI(14) = 24.4 (oversold) Down 46.5% from 52-week high
RELIANCE Stock · kite	₹3,73,664 2.1% of INR portfolio		9.6%	2.2%	0.2%	0.82	-0.88	HOLD	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 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 RSI(14) = 29.2 (oversold) Allotment of Securities on 16-Sep-2026 15:48:55 RSI(14) = 27.9 (oversold) Down 26.3% from 52-week high Allotment of Securities on 01-Oct-2026 15:02:20
IDFCFIRSTB Stock · kite	₹3,61,755 2.0% of INR portfolio		4.7%	2.0%	0.3%	1.32	0.45	HOLD	Volume 3.9x 20-day average
ETERNAL Stock · kite	₹2,98,205 1.7% of INR portfolio		44.6%	20.7%	0.3%	1.40	-0.11	HOLD	RSI(14) = 71.7 (overbought)
TITAN Stock · kite	₹2,70,942 1.5% of INR portfolio		153.5%	21.1%	0.2%	1.02	1.16	BUY	RSI(14) = 26.5 (oversold)
ICICIBANK Stock · kite	₹2,55,567 1.4% of INR portfolio		78.2%	14.0%	0.2%	0.82	-0.28	BUY	RSI(14) = 29.0 (oversold) RSI(14) = 29.0 (oversold) RSI(14) = 24.0 (oversold) RSI(14) = 22.4 (oversold)
TATAPOWER Stock · kite	₹2,50,357 1.4% of INR portfolio		72.1%	15.2%	0.2%	0.82	-0.60	HOLD	Down 19.9% from 52-week high Down 23.7% from 52-week high
SWIGGY Stock · kite	₹1,82,070 1.0% of INR portfolio		-40.0%	-29.4%	0.4%	1.16	-1.50	HOLD	Down 40.9% from 52-week high RSI(14) = 26.7 (oversold) Down 46.9% from 52-week high
ITC Stock · kite	₹1,79,130 1.0% of INR portfolio		-37.4%	-25.2%	0.2%	0.57	-2.11	HOLD	Down 33.1% from 52-week high Down 36.3% from 52-week high
EXIDEIND Stock · kite	₹1,62,552 0.9% of INR portfolio		88.0%	16.4%	0.3%	1.18	0.14	HOLD	Down 16.5% from 52-week high
JIOFIN Stock · kite	₹1,55,125 0.9% of INR portfolio		-13.4%	-2.1%	0.3%	1.57	-1.20	HOLD	Down 27.7% from 52-week high RSI(14) = 29.4 (oversold) RSI(14) = 26.8 (oversold) RSI(14) = 22.8 (oversold) Down 32.4% from 52-week high
BAJAJFINSV Stock · kite	₹1,29,945 0.7% of INR portfolio		7.7%	3.0%	0.2%	1.25	-0.69	WATCH	RSI(14) = 27.2 (oversold) RSI(14) = 28.6 (oversold) RSI(14) = 28.0 (oversold) Down 18.6% from 52-week high RSI(14) = 25.9 (oversold) RSI(14) = 28.0 (oversold) RSI(14) = 26.2 (oversold) RSI(14) = 25.4 (oversold) RSI(14) = 24.8 (oversold) Down 20.3% from 52-week high Volume 3.5x 20-day average
NUVAMA Stock · kite	₹1,27,605 0.7% of INR portfolio		24.4%	14.8%	0.4%	1.29	0.92	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) Down 15.1% from 52-week high 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) Volume 3.4x 20-day average Promoter shares are pledged (exact % not yet available -- boolean flag only)
VBL Stock · kite	₹1,27,590 0.7% of INR portfolio		-21.1%	-14.8%	0.3%	1.10	-0.17	HOLD	Down 20.0% from 52-week high Down 21.7% from 52-week high
INDHOTEL Stock · kite	₹1,07,700 0.6% of INR portfolio		37.2%	13.4%	0.2%	1.36	-0.09	HOLD	Volume 16.4x 20-day average
MAXHEALTH Stock · kite	₹94,095 0.5% of INR portfolio		16.5%	6.3%	0.3%	0.66	-0.69	WATCH	Closed below 200-DMA (1033.75) Down 16.1% from 52-week high Volume 7.5x 20-day average Down 22.2% from 52-week high
HDFCAMC Stock · kite	₹80,784 0.5% of INR portfolio		54.1%	21.7%	0.3%	1.51	-0.52	HOLD	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 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 RSI(14) = 25.3 (oversold) Allotment of Securities on 21-Sep-2026 17:58:17 Down 18.7% from 52-week high Allotment of Securities on 21-Sep-2026 17:58:17
CDSL Stock · kite	₹74,550 0.4% of INR portfolio		17.4%	11.6%	0.3%	1.73	-0.49	HOLD	Down 19.7% from 52-week high Down 24.3% from 52-week high
HDFCBANK Stock · kite	₹72,120 0.4% of INR portfolio		--	3.2%	0.2%	1.05	-1.34	HOLD	Down 25.9% from 52-week high Down 27.4% from 52-week high
HCG Stock · kite	₹66,875 0.4% of INR portfolio		21.0%	15.5%	0.3%	0.75	0.11	HOLD	none in the trailing window
TATACONSUM Stock · kite	₹62,205 0.3% of INR portfolio		5.2%	4.6%	0.2%	0.54	-0.81	HOLD	Down 22.0% from 52-week high Down 24.1% from 52-week high
ITCHOTELS Stock · kite	₹7,133 0.0% of INR portfolio		-75.1%	--	0.3%	1.27	-1.22	HOLD	Down 29.4% from 52-week high Down 28.9% from 52-week high
IN MF
Holding	Value	Trend	P&L%	XIRR	SD	Beta	Sharpe	Label	Recent flags (14d)
Parag Parikh Flexi Cap Fund - Direct Plan Growth (formerly Parag Parikh Long Term Value Fund) (Demat) Mutual Fund · cas	₹35,56,666 20.0% of INR portfolio		47.1%	11.4%	0.1% (as of 2026-10-02)	0.54	-1.27 (as of 2026-10-02)	WATCH	Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.5pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 5.0pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 3.2pp over 6mo
ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth (Demat) Mutual Fund · cas	₹14,18,522 8.0% of INR portfolio		150.4%	24.5%	0.2% (as of 2026-10-02)	0.97 (as of 2026-10-02)	1.39 (as of 2026-10-02)	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	₹13,59,399 7.6% of INR portfolio		13.4%	7.8%	0.1% (as of 2026-10-02)	0.96	-1.26 (as of 2026-10-02)	HOLD	none in the trailing window
Zerodha Nifty Large Midcap 250 Index Fund-Direct Plan - Growth (Demat) Mutual Fund · cas	₹10,96,614 6.2% of INR portfolio		12.7%	5.0%	0.1% (as of 2026-10-02)	n/a	-0.56 (as of 2026-10-02)	HOLD	none in the trailing window
HDFC Flexi Cap Fund - Direct Plan - Growth Option (Demat) Mutual Fund · cas	₹9,09,156 5.1% of INR portfolio		1.6%	3.0%	0.1% (as of 2026-10-02)	0.83	-0.67 (as of 2026-10-02)	HOLD	none in the trailing window
ICICI Prudential Nifty 50 Index Fund - Direct Plan Growth (Demat) Mutual Fund · cas	₹6,48,941 3.6% of INR portfolio		-3.1%	-2.1%	0.1% (as of 2026-10-02)	0.96	-1.14 (as of 2026-10-02)	HOLD	none in the trailing window
Axis Small Cap Fund Direct Growth (Demat) Mutual Fund · cas	₹5,94,796 3.3% of INR portfolio		38.3%	19.1%	0.1% (as of 2026-10-02)	0.80	0.35 (as of 2026-10-02)	HOLD	Axis Small Cap Fund trails Nifty Smallcap 250 by 3.4pp over 6mo
Bandhan Nifty 50 Index Fund-Direct Plan - Growth (Demat) Mutual Fund · cas	₹5,72,790 3.2% of INR portfolio		-6.5%	-10.6%	0.1% (as of 2026-10-02)	0.96	-0.97 (as of 2026-10-02)	HOLD	none in the trailing window
HDFC Nifty 50 Index Fund - Direct Plan (formerly HDFC Index Fund - Nifty Plan) (Demat) Mutual Fund · cas	₹5,66,859 3.2% of INR portfolio		-5.5%	-5.6%	0.1% (as of 2026-10-02)	0.96	-1.15 (as of 2026-10-02)	HOLD	none in the trailing window
quant Small Cap Fund - Direct Plan - Growth (Non Demat) Mutual Fund · cas	₹3,61,322 2.0% of INR portfolio		15.8%	33.3%	0.2% (as of 2026-10-02)	0.82	0.42 (as of 2026-10-02)	HOLD	none in the trailing window
Edelweiss Liquid Fund - Direct Plan Growth (Demat) Mutual Fund · cas	₹2,30,032 1.3% of INR portfolio		4.6%	6.8%	0.0% (as of 2026-10-02)	n/a	-2.65 (as of 2026-10-02)	HOLD	none in the trailing window
SBI Contra Fund - Direct Plan - Growth (Non-Demat) Mutual Fund · cas	₹1,87,833 1.1% of INR portfolio		-3.6%	-10.6%	0.1% (as of 2026-10-02)	0.80	-0.71 (as of 2026-10-02)	HOLD	SBI CONTRA FUND trails Nifty 500 by 4.4pp over 6mo SBI CONTRA FUND trails Nifty 500 by 4.3pp over 6mo
Motilal Oswal Nifty 500 Momentum 50 Index Fund - Direct Plan Growth (Demat) Mutual Fund · cas	₹1,79,801 1.0% of INR portfolio		-1.9%	1.8%	0.2% (as of 2026-10-02)	n/a	-0.19 (as of 2026-10-02)	HOLD	none in the trailing window
Invesco India Small Cap Fund - Direct Plan Growth (Non Demat) Mutual Fund · cas	₹1,79,509 1.0% of INR portfolio		23.0%	52.4%	0.2% (as of 2026-10-02)	0.89	0.42 (as of 2026-10-02)	HOLD	none in the trailing window
NIPPON INDIA SMALL CAP FUND - DIRECT GROWTH PLAN GROWTH OPTION (Demat) Mutual Fund · cas	₹1,24,789 0.7% of INR portfolio		4.0%	13.4%	0.2% (as of 2026-10-02)	0.82	0.08 (as of 2026-10-02)	HOLD	Nippon India Small Cap Fund trails Nifty Smallcap 250 by 3.9pp over 6mo
IN Gold (SGB+GOLDCASE)
Holding	Value	Trend	P&L%	XIRR	SD	Beta	Sharpe	Label	Recent flags (14d)
SGBJU29III-GB Stock · kite	₹16,22,500 9.1% of INR portfolio		197.2%	23.9%	n/a	n/a	n/a	HOLD	none in the trailing window
ZERODHAAMC - GOLDCASE Mutual Fund · groww	₹3,09,357 1.7% of INR portfolio		18.8%	21.6%	0.3% (as of 2026-10-02)	0.72 (as of 2026-09-30)	0.83 (as of 2026-10-02)	HOLD	none in the trailing window
US ETF
Holding	Value	Trend	P&L%	XIRR	SD	Beta	Sharpe	Label	Recent flags (14d)
ISHARES TR ISHARES SEMICDTR US ETF · vested	$1,521 42.9% of USD portfolio		67.0%	111.8%	0.5% (as of 2026-10-02)	1.02 (as of 2026-10-02)	1.76 (as of 2026-10-02)	HOLD	Down 18.6% from 52-week high
VANGUARD INDEX FDS S&P 500 ETF SHS US ETF · vested	$1,038 29.3% of USD portfolio		10.6%	18.3%	0.1% (as of 2026-10-02)	0.99 (as of 2026-10-02)	0.83 (as of 2026-10-02)	HOLD	none in the trailing window
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF US ETF · vested	$990 27.9% of USD portfolio		16.7%	29.7%	0.2% (as of 2026-10-02)	0.99 (as of 2026-10-02)	0.95 (as of 2026-10-02)	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.

How labels are decided (reference)

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

Score	Sum 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.
TRIM	Score at or above 8.
WATCH	Score at or above 4, below 8.
BUY	Score below 4, zero active medium/high-severity concerns, and an RSI-oversold signal currently firing.
HOLD	Everything else -- score below 4, with either an active concern or no oversold signal.