Total Value
₹42.85L
+17.4%
XIRR
15.2%
Annualized
Sharpe Ratio
1.42
Risk-adjusted
Max Drawdown
-18.5%
Risk measure
AI Portfolio Insight
Your portfolio shows strong performance with 15.2% XIRR, outperforming market by 3.1%. However, identified leakages could save you ₹29,250 annually. Small-cap exposure needs rebalancing - consider switching underperforming funds.
Top Performers
Mirae Asset Large Cap Fund
Large Cap • ₹450K invested
18.5%
+2.3%
Axis Bluechip Fund
Large Cap • ₹320K invested
16.8%
+1.8%
SBI Small Cap Fund
Small Cap • ₹180K invested
22.3%
+4.1%
Needs Attention
HDFC Small Cap Fund
Small Cap • ₹150K invested
8.2%
vs 12.1%
ICICI Prudential Technology Fund
Sectoral • ₹120K invested
6.8%
vs 11.5%
Kotak Emerging Equity Fund
Mid Cap • ₹95K invested
9.1%
vs 13.2%