Portfolio Watch

Dashboard published on 2026-10-16
Metrics calculated as on 2026-10-16
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

₹39,68,808

XIRR6.8%
Standard deviation0.1%
Sharpe ratio-0.59 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ₹1,11,890

IN MF

₹1,21,55,990

XIRR12.4%
Standard deviation0.1%
Sharpe ratio-0.76 (risk-free rate: 5.30%)

IN Gold (SGB+GOLDCASE)

₹19,20,512

XIRR23.5%
Standard deviation0.3%
Sharpe ratio0.58 (risk-free rate: 5.30%)

US ETF

$3,279

XIRR34.0%
Standard deviation0.3%
Sharpe ratio1.12 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ$7

INR portfolio

₹1,80,45,311

Composite benchmarkNifty 500 48% / Domestic gold price (MCX Gold / INR spot) 11% / Nifty 50 10% / Sensex 8% / Nasdaq 100 8% / Nifty Smallcap 250 7% / Nifty Large Midcap 250 6% / Nifty500 Momentum 50 1%
Standard deviation0.1%
Sharpe ratio-0.52 (risk-free rate: 5.30%)
XIRR12.4%

INR allocation by asset class

mf69.1%
stock30.9%

INR allocation by source

cas67.4%
kite30.9%
groww1.7%

INR top movers since last publish

  • TRENT: 14.7%
  • HCG: -12.1%
  • EXIDEIND: -8.5%

USD portfolio

$3,279

Composite benchmarkPHLX Semiconductor (SOX) 40% / S&P 500 32% / Nasdaq 100 29%
Standard deviation0.3%
Sharpe ratio1.12 (risk-free rate: 5.30%)
XIRR34.0%

USD allocation by asset class

us_etf100.0%

USD allocation by source

vested100.0%

USD top movers since last publish

  • ISHARES TR ISHARES SEMICDTR: -14.6%
  • INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF: -5.4%
  • VANGUARD INDEX FDS S&P 500 ETF SHS: -1.1%
IN Stocks
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
TRENT
Stock · kite
 ₹5,08,896
2.8% of INR portfolio
 46.6% 15.6% 0.5% 1.31 -0.78 WATCH RSI(14) = 24.4 (oversold) Down 46.5% from 52-week high RSI(14) = 24.4 (oversold) RSI(14) = 24.4 (oversold) Volume 10.0x 20-day average Down 39.3% from 52-week high Down 38.5% from 52-week high
RELIANCE
Stock · kite
 ₹3,87,584
2.1% of INR portfolio
 13.6% 2.9% 0.2% 0.85 -0.72 WATCH RSI(14) = 27.9 (oversold) Down 26.3% from 52-week high Allotment of Securities on 01-Oct-2026 15:02:20 RSI(14) = 27.9 (oversold) Allotment of Securities on 01-Oct-2026 15:02:20 Allotment of Securities on 01-Oct-2026 15:02:20 Allotment of Securities on 01-Oct-2026 15:02:20 Down 26.2% from 52-week high Allotment of Securities on 01-Oct-2026 15:02:20 Allotment of Securities on 01-Oct-2026 15:02:20 Allotment of Securities on 01-Oct-2026 15:02:20 Down 23.6% from 52-week high
IDFCFIRSTB
Stock · kite
 ₹3,51,360
1.9% of INR portfolio
 1.7% 0.7% 0.3% 1.29 0.20 HOLD none in the trailing window
ETERNAL
Stock · kite
 ₹3,09,035
1.7% of INR portfolio
 49.9% 22.4% 0.3% 1.38 -0.17 HOLD none in the trailing window
ICICIBANK
Stock · kite
 ₹2,72,415
1.5% of INR portfolio
 90.0% 15.3% 0.2% 0.82 -0.05 HOLD none in the trailing window
TITAN
Stock · kite
 ₹2,66,688
1.5% of INR portfolio
 149.5% 20.6% 0.2% 1.01 0.86 HOLD RSI(14) = 26.5 (oversold) RSI(14) = 26.5 (oversold) Volume 4.8x 20-day average RSI(14) = 29.4 (oversold) RSI(14) = 24.9 (oversold) RSI(14) = 29.4 (oversold) RSI(14) = 29.0 (oversold)
TATAPOWER
Stock · kite
 ₹2,53,003
1.4% of INR portfolio
 74.0% 15.3% 0.2% 0.83 -0.53 WATCH Down 23.7% from 52-week high Down 25.5% from 52-week high RSI(14) = 27.1 (oversold) Down 22.9% from 52-week high
ITC
Stock · kite
 ₹1,84,450
1.0% of INR portfolio
 -35.6% -23.4% 0.2% 0.64 -1.78 WATCH Down 36.3% from 52-week high Volume 4.6x 20-day average Volume 3.8x 20-day average Down 33.8% from 52-week high Down 34.5% from 52-week high
SWIGGY
Stock · kite
 ₹1,79,240
1.0% of INR portfolio
 -40.9% -29.5% 0.4% 1.17 -1.62 WATCH RSI(14) = 26.7 (oversold) Down 46.9% from 52-week high RSI(14) = 26.7 (oversold) RSI(14) = 27.6 (oversold) RSI(14) = 29.7 (oversold) Down 47.8% from 52-week high RSI(14) = 29.7 (oversold) RSI(14) = 27.8 (oversold) Down 47.7% from 52-week high
JIOFIN
Stock · kite
 ₹1,57,862
0.9% of INR portfolio
 -11.9% -1.3% 0.3% 1.55 -1.30 WATCH RSI(14) = 22.8 (oversold) Down 32.4% from 52-week high RSI(14) = 22.8 (oversold) RSI(14) = 22.4 (oversold) Down 31.7% from 52-week high RSI(14) = 29.0 (oversold) Board meeting (Board Meeting Intimation) on 15-Oct-2026, 3d away Board meeting (Financial Results) on 15-Oct-2026, 3d away Board meeting (Board Meeting Intimation) on 15-Oct-2026, 2d away Board meeting (Financial Results) on 15-Oct-2026, 2d away Board meeting (Board Meeting Intimation) on 15-Oct-2026, 1d away Board meeting (Financial Results) on 15-Oct-2026, 1d away Down 31.2% from 52-week high Outcome of Board Meeting on 15-Oct-2026 18:30:44
EXIDEIND
Stock · kite
 ₹1,47,267
0.8% of INR portfolio
 70.3% 13.4% 0.3% 1.14 -0.25 WATCH Down 16.5% from 52-week high Down 19.6% from 52-week high RSI(14) = 22.2 (oversold) Down 24.4% from 52-week high
BAJAJFINSV
Stock · kite
 ₹1,29,675
0.7% of INR portfolio
 7.5% 2.8% 0.2% 1.25 -0.71 WATCH RSI(14) = 24.8 (oversold) Down 20.3% from 52-week high Volume 3.5x 20-day average RSI(14) = 24.8 (oversold) Down 20.2% from 52-week high RSI(14) = 25.5 (oversold) Down 20.5% from 52-week high
VBL
Stock · kite
 ₹1,29,150
0.7% of INR portfolio
 -20.2% -13.8% 0.3% 1.10 -0.14 WATCH Down 21.7% from 52-week high Down 18.9% from 52-week high Down 20.8% from 52-week high
NUVAMA
Stock · kite
 ₹1,27,957
0.7% of INR portfolio
 24.7% 14.7% 0.4% 1.27 0.58 TRIM Volume 3.4x 20-day average Promoter shares are pledged (exact % not yet available -- boolean flag only) Volume 14.3x 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) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only)
INDHOTEL
Stock · kite
 ₹1,15,815
0.6% of INR portfolio
 47.6% 16.3% 0.3% 1.36 0.14 HOLD none in the trailing window
MAXHEALTH
Stock · kite
 ₹84,600
0.5% of INR portfolio
 4.7% 2.0% 0.3% 0.65 -1.26 WATCH Down 22.2% from 52-week high RSI(14) = 27.7 (oversold) RSI(14) = 25.8 (oversold) RSI(14) = 27.7 (oversold) Down 26.9% from 52-week high RSI(14) = 24.3 (oversold) RSI(14) = 27.7 (oversold) RSI(14) = 25.6 (oversold) RSI(14) = 25.0 (oversold) RSI(14) = 24.5 (oversold) Down 30.0% from 52-week high
HDFCAMC
Stock · kite
 ₹83,951
0.5% of INR portfolio
 60.2% 23.1% 0.3% 1.51 -0.35 WATCH Down 18.7% from 52-week high Allotment of Securities on 21-Sep-2026 17:58:17 Allotment of Securities on 21-Sep-2026 17:58:17 Down 20.3% from 52-week high Board meeting (Board Meeting Intimation) on 15-Oct-2026, 3d away Board meeting (Financial Results) on 15-Oct-2026, 3d away Board meeting (Board Meeting Intimation) on 15-Oct-2026, 2d away Board meeting (Financial Results) on 15-Oct-2026, 2d away Board meeting (Board Meeting Intimation) on 15-Oct-2026, 1d away Board meeting (Financial Results) on 15-Oct-2026, 1d away Down 15.5% from 52-week high Outcome of Board Meeting on 15-Oct-2026 14:40:10
CDSL
Stock · kite
 ₹77,214
0.4% of INR portfolio
 21.6% 13.5% 0.3% 1.67 -0.60 WATCH Down 24.3% from 52-week high Down 23.2% from 52-week high Down 21.5% from 52-week high
HDFCBANK
Stock · kite
 ₹72,885
0.4% of INR portfolio
 -- 3.3% 0.2% 1.06 -1.39 WATCH Down 27.4% from 52-week high Down 28.8% from 52-week high Down 26.6% from 52-week high
TATACONSUM
Stock · kite
 ₹63,629
0.4% of INR portfolio
 7.6% 5.1% 0.2% 0.54 -0.66 WATCH Down 24.1% from 52-week high Down 24.2% from 52-week high Down 22.3% from 52-week high
HCG
Stock · kite
 ₹58,820
0.3% of INR portfolio
 6.4% 4.7% 0.3% 0.71 -0.46 TRIM Closed below 200-DMA (632.88) RSI(14) = 26.5 (oversold) Down 24.1% from 52-week high -7.8% today Volume 5.9x 20-day average Volume 5.9x 20-day average RSI(14) = 26.5 (oversold) RSI(14) = 26.0 (oversold) RSI(14) = 25.1 (oversold) RSI(14) = 29.3 (oversold) Down 24.2% from 52-week high
ITCHOTELS
Stock · kite
 ₹7,312
0.0% of INR portfolio
 -74.5% -- 0.3% 1.28 -0.93 WATCH Down 28.9% from 52-week high Down 30.6% from 52-week high Down 27.1% 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
 ₹36,51,252
20.2% of INR portfolio
 51.0% 12.0% 0.1% 0.51 -0.84 HOLD Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.1pp over 6mo Parag Parikh Flexi Cap Fund trails Nifty 500 by 4.0pp over 6mo
HDFC BSE Sensex Index Fund - Direct Plan - Growth Option (erstwhile HDFC Index Fund - Sensex Plus Plan merged) (Demat)
Mutual Fund · cas
 ₹14,04,950
7.8% of INR portfolio
 17.2% 8.4% 0.1% 0.89 -1.00 HOLD none in the trailing window
ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹13,78,627
7.6% of INR portfolio
 143.4% 23.4% 0.2% 0.96 1.13 HOLD none in the trailing window
Zerodha Nifty Large Midcap 250 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹11,10,570
6.2% of INR portfolio
 14.1% 5.4% 0.1% n/a -0.45 HOLD none in the trailing window
HDFC Flexi Cap Fund - Direct Plan - Growth Option (Demat)
Mutual Fund · cas
 ₹9,22,004
5.1% of INR portfolio
 3.0% 5.4% 0.1% 0.78 -0.53 HOLD none in the trailing window
ICICI Prudential Nifty 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹6,65,600
3.7% of INR portfolio
 -0.6% -0.4% 0.1% 0.89 -0.94 HOLD none in the trailing window
Axis Small Cap Fund Direct Growth (Demat)
Mutual Fund · cas
 ₹5,92,731
3.3% of INR portfolio
 37.8% 18.9% 0.1% 0.78 0.21 HOLD none in the trailing window
Bandhan Nifty 50 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹5,87,526
3.3% of INR portfolio
 -4.1% -4.1% 0.1% 0.89 -0.98 HOLD none in the trailing window
HDFC Nifty 50 Index Fund - Direct Plan (formerly HDFC Index Fund - Nifty Plan) (Demat)
Mutual Fund · cas
 ₹5,81,391
3.2% of INR portfolio
 -3.1% -3.0% 0.1% 0.89 -0.94 HOLD none in the trailing window
quant Small Cap Fund - Direct Plan - Growth (Non Demat)
Mutual Fund · cas
 ₹3,58,651
2.0% of INR portfolio
 15.0% 32.8% 0.2% 0.79 0.43 HOLD none in the trailing window
Edelweiss Liquid Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹2,30,510
1.3% of INR portfolio
 4.8% 6.7% 0.0% n/a -2.20 HOLD none in the trailing window
SBI Contra Fund - Direct Plan - Growth (Non-Demat)
Mutual Fund · cas
 ₹1,90,112
1.1% of INR portfolio
 -2.4% -6.4% 0.1% 0.75 -0.73 WATCH SBI CONTRA FUND trails Nifty 500 by 3.8pp over 6mo SBI CONTRA FUND trails Nifty 500 by 3.6pp over 6mo SBI CONTRA FUND trails Nifty 500 by 3.4pp over 6mo
Invesco India Small Cap Fund - Direct Plan Growth (Non Demat)
Mutual Fund · cas
 ₹1,78,856
1.0% of INR portfolio
 22.5% 46.8% 0.2% 0.86 0.42 HOLD none in the trailing window
Motilal Oswal Nifty 500 Momentum 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹1,78,434
1.0% of INR portfolio
 -2.6% -0.6% 0.2% n/a -0.28 HOLD none in the trailing window
NIPPON INDIA SMALL CAP FUND - DIRECT GROWTH PLAN GROWTH OPTION (Demat)
Mutual Fund · cas
 ₹1,24,776
0.7% of INR portfolio
 4.0% 11.8% 0.2% 0.80 0.19 HOLD none in the trailing window
IN Gold (SGB+GOLDCASE)
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
SGBJU29III-GB
Stock · kite
 ₹16,15,900
9.0% of INR portfolio
 196.0% 23.6% n/a n/a n/a HOLD none in the trailing window
ZERODHAAMC - GOLDCASE
Mutual Fund · groww
 ₹3,04,612
1.7% of INR portfolio
 16.9% 18.7% 0.3% 0.72 0.54 HOLD none in the trailing window
US ETF
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
ISHARES TR ISHARES SEMICDTR
US ETF · vested
 $1,299
39.6% of USD portfolio
 42.6% 64.3% 0.5% 1.02 1.34 WATCH Down 16.8% from 52-week high Down 16.9% from 52-week high Down 20.6% from 52-week high Down 23.1% from 52-week high
VANGUARD INDEX FDS S&P 500 ETF SHS
US ETF · vested
 $1,034
31.5% of USD portfolio
 10.1% 16.4% 0.1% 0.99 0.85 HOLD none in the trailing window
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF
US ETF · vested
 $946
28.8% of USD portfolio
 11.5% 19.0% 0.2% 0.99 0.73 HOLD RSI(14) = 70.0 (overbought)

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.