Portfolio Review

Portfolio vs Market Benchmarks

11 Sep 2024 — 8 Jul 2026  ·  ₹70 lakh invested capital
Latest snapshot · 8 Jul 2026
Portfolio
+10.82%
₹70L → ₹77.6L
Nifty 50
−0.58%
alpha +11.40%
Nifty 100
−1.73%
alpha +12.55%
Nifty 500
−0.56%
alpha +11.38%
Midcap 150
+4.36%
alpha +6.46%
Smallcap 250
−3.12%
alpha +13.94%
Nifty Next 50
−2.67%
alpha +13.49%
Indexed performance since investment start
100 = ₹70 lakh breakeven  ·  All index data from real NAVs  ·  Tap legend to show/hide lines
Portfolio
Nifty 50
Nifty 100
Nifty 500
Midcap 150
Smallcap 250
Next 50
Methodology: Portfolio values Sep 2024–May 2025 reconstructed from actual transaction NAVs (balance units × NAV at each STP date). Jun 2025–Mar 2026 estimated via blended index; shown as dashed line. Apr–Jul 2026 from actual portfolio snapshot files. All index series use real adjusted NAV data from AMFI-registered index funds, indexed to 100 at 11 Sep 2024. Portfolio return calculated on ₹70 lakh primary capital; current value includes residual debt holdings.
Summary · 11 Sep 2024 – 8 Jul 2026
PortfolioNifty 50Nifty 100 Nifty 500Midcap 150Smallcap 250Next 50
Return +10.82% −0.58%−1.73% −0.56%+4.36% −3.12%−2.67%
Alpha +11.40%+12.55% +11.38%+6.46% +13.94%+13.49%
Invested / Value ₹70L → ₹77.6L
Portfolio Review

Portfolio vs Market Benchmarks

11 Sep 2024 — 1 May 2026  ·  ₹70 lakh invested capital
Archived snapshot · 1 May 2026
Portfolio
+6.0%
₹70L → ₹74.2L
Nifty 50
−8.2%
alpha +14.2%
Nifty 500
−12.0%
alpha +18.0%
Midcap 150
−17.0%
alpha +23.0%
Smallcap 250
−21.0%
alpha +27.0%
Indexed performance since investment start
100 = ₹70 lakh breakeven  ·  Tap legend to show/hide lines
Portfolio
Nifty 50
Nifty 500
Midcap 150
Smallcap 250
Methodology: Portfolio values Sep 2024–May 2025 from actual transaction NAVs. Jun 2025–Mar 2026 estimated via blended index (dashed). Apr–May 2026 from actual portfolio snapshots. Index values approximate, indexed to 100 at 11 Sep 2024.
Summary · 11 Sep 2024 – 1 May 2026
PortfolioNifty 50Nifty 500Midcap 150Smallcap 250
Return +6.0% −8.2%−12.0% −17.0%−21.0%
Alpha +14.2%+18.0% +23.0%+27.0%
Invested / Value ₹70L → ₹74.2L