Portfolio Comparison


Amit Sharma

Client ID: C001

Total Invested: ₹500000.0

Current Portfolio Value: ₹580000.0

Total Buy

₹200000.0

Total Sell

₹120000.0

Net Cash Needed

₹80000.0

Fund ID Fund Name Current Value Current % Target % Target Value Difference Action Amount
F001 Mirae Asset Large Cap Fund ₹90000.0 15.52% 30.0% ₹174000.0 ₹84000.0 BUY ₹84000.0
F002 Parag Parikh Flexi Cap Fund ₹155000.0 26.72% 25.0% ₹145000.0 ₹-10000.0 SELL ₹10000.0
F003 HDFC Mid Cap Opportunities Fund ₹0.0 0.0% 20.0% ₹116000.0 ₹116000.0 BUY ₹116000.0
F004 ICICI Prudential Bond Fund ₹110000.0 18.97% 15.0% ₹87000.0 ₹-23000.0 SELL ₹23000.0
F005 Nippon India Gold ETF ₹145000.0 25.0% 10.0% ₹58000.0 ₹-87000.0 SELL ₹87000.0
F006 Axis Bluechip Fund ₹80000.0 13.79% 0% ₹0 ₹0 REVIEW ₹80000.0