Investments
As of 2026-05-07
Household Net Worth
₹6.52 L
Invested
₹5.70 L
Profit / Loss
+₹81.7K
Return
+14.32%
Zerodha Demat — Stocks & ETFs
| Symbol | Type | Qty | Avg | LTP | Invested | Current | Return |
|---|---|---|---|---|---|---|---|
| FEDERALBNK | Equity | 9 | ₹183.57 | ₹269.30 | ₹1,652 | ₹2,424 | +46.70% |
| GOLDBEES | Gold ETF | 216 | ₹57.83 | ₹117.53 | ₹12,491 | ₹25,386 | +103.20% |
| HCLTECH | Equity | 2 | ₹523.95 | ₹1,364.40 | ₹1,048 | ₹2,729 | +160.40% |
| NIFTYBEES | Index ETF | 144 | ₹258.38 | ₹258.95 | ₹37,207 | ₹37,289 | +0.20% |
| PETRONET | Equity | 1 | ₹259.10 | ₹246.20 | ₹259 | ₹246 | -5.00% |
| TATASTEEL | Equity | 200 | ₹142.26 | ₹193.25 | ₹28,453 | ₹38,650 | +35.80% |
| Total | ₹81,111 | ₹1,06,724 | +31.60% | ||||
Mutual Funds (own)
| Fund | Category | Invested | Current | Gain | Return | SIP |
|---|---|---|---|---|---|---|
| Franklin Build India Fund | Equity - Infrastructure | ₹1,07,000 | ₹1,34,000 | +₹26,710 | +25.00% | Active · ₹3,000/mo |
| ABSL Money Manager Fund | Debt - Money Market | ₹2,000 | ₹2,620 | +₹618 | +30.90% | None |
US Equities
| Stock | Units | Avg USD | Live USD | Value (USD) | Return |
|---|---|---|---|---|---|
| Apple Inc. (AAPL) | 0.0772 | $163.02 | $248.67 | $19.2 | +52.50% |
Asset Allocation
⚠ AGGRESSIVE portfolio - 88.5% equity exposure. Need more debt allocation for stability. Gold allocation (10.4%) is good.