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Track and manage your mutual fund investments  ·  21 Apr 2026

New Investment
Total Investment
₹4,29,000
across 6 funds
Current Value
₹4,82,350
+12.4% all time
Total Gains
+₹53,350
+12.43% XIRR: 14.2%
Portfolio Overview
Asset Allocation
Large Cap 42%
Mid & Small Cap 28%
Debt / Hybrid 18%
ELSS 12%
Start SIP Invest Lump Sum Redeem
Recent Transactions
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HDFC Equity Fund
SIP
₹5,000
05 Apr 2026
ICICI Debt Fund
Redeem
₹10,000
01 Apr 2026
Axis Hybrid Fund
Lumpsum
₹20,000
25 Mar 2026
SBI Index Fund
SIP
₹5,000
10 Mar 2026
Start SIP Systematic Plan
Invest One-time
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Active SIPs 3
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Axis Bluechip Fund
Monthly · 5th  Active
₹5,000
Next: 05 May
Parag Parikh Flexi Cap
Monthly · 10th  Active
₹7,000
Next: 10 May
SBI Small Cap Fund
Monthly · 15th  Paused
₹3,000
Paused
My Goals
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Retirement
Target ₹2 Cr · 2044
₹4.82L saved2.4%
Child Education
Target ₹30L · 2032
₹8.2L saved27%
Emergency Fund
Target ₹5L · Dec 2026
₹4.2L saved 84% ✓
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