Rohan Sharma
PAN: ABCDE1234F
Risk: Moderate
Portfolio Value
₹12,65,000
Total Invested
₹10,40,000
Total Return
₹2,25,000
+21.60%
XIRR
12.20%
Annualized Return
Asset Allocation
Equity
Debt
Gold
60%
Equity
₹759,000
30%
Debt
₹379,500
10%
Gold
₹126,500
Holdings
| Fund Name | Type | Invested | Current Value | Return | SIP Active |
|---|---|---|---|---|---|
Axis Bluechip Fund | Equity | ₹1,20,000 | ₹1,48,500 | +23.75% | |
SBI Gold Fund | Gold | ₹50,000 | ₹57,200 | +14.40% | |
HDFC Short Term Debt | Debt | ₹2,00,000 | ₹2,12,000 | +6.00% | |
ICICI Flexi Cap | Equity | ₹1,00,000 | ₹1,37,500 | +37.50% |
Insights & Recommendations
Top Performing Asset
ICICI Flexi Cap
37.50% return
Poor Performing Fund
HDFC Short Term Debt
6.00% return
Recommended Rebalancing Alert
Good
18.13% overall return