Total Net Worth

₹9,217,492

+2,470,278 +36.6% 1D: +660 (+0.01%)

Updated

2026-07-13 06:00 AM IST

USD/INR: 95.37

Total Invested

₹6,747,214

Absolute Gain

₹+2,470,278

Asset Classes

Total Holdings

Net Worth Growth

Total Indian US ESPP Crypto MF Retire

Showing total net worth over time

Asset Classes (click for details)

🇮🇳

Indian Stocks

33 holdings

+9.2%

Current Value

₹2,999,910

P&L

₹+251,692

32.5% of net worth

🇺🇸

US Stocks

9 holdings

+198.6%

Current Value

₹1,262,885

P&L

₹+839,963

13.7% of net worth

💼

ESPP (Cisco)

2 holdings

+203.0%

Current Value

₹1,667,298

P&L

₹+1,116,952

18.1% of net worth

₿

Crypto

3 holdings

-18.0%

Current Value

₹302,271

P&L

₹-66,236

1D: +660 (+0.22%)

3.3% of net worth

📊

Mutual Funds

12 holdings

+26.8%

Current Value

₹1,277,128

P&L

₹+269,908

13.9% of net worth

🛡️

Retirement

2 holdings

+3.5%

Current Value

₹1,708,000

P&L

₹+58,000

18.5% of net worth

🇮🇳 Indian Stocks — Detailed View

#	Stock	Qty	Avg	CMP	Current	P&L %	Action
1	LT groww	90	₹3397	₹3946	₹355,122	+16.2%	ACCUMULATE Near cost basis — good entry to average down/up \| OVERWEIGHT (11.8%)
2	HDFCBANK groww	372	₹761	₹825	₹306,881	+8.4%	ACCUMULATE Near cost basis — good entry to average down/up \| OVERWEIGHT (10.2%)
3	RELIANCE groww	196	₹1343	₹1308	₹256,329	-2.6%	ACCUMULATE Near cost basis — good entry to average down/up \| OVERWEIGHT (8.5%)
4	ASIANPAINT groww	81	₹2526	₹2678	₹216,902	+6.0%	ACCUMULATE Near cost basis — good entry to average down/up
5	TITAN groww	45	₹3425	₹4584	₹206,298	+33.9%	HOLD Healthy position — continue holding
6	UNITDSPR groww	126	₹1135	₹1386	₹174,598	+22.1%	HOLD Healthy position — continue holding
7	BHARTIARTL groww	90	₹1069	₹1920	₹172,836	+79.6%	HOLD Healthy position — continue holding
8	HINDUNILVR groww	74	₹2349	₹2151	₹159,144	-8.4%	HOLD & WATCH Down 8% — monitor for recovery, set stop at -30%
9	ITC groww	557	₹324	₹282	₹156,935	-13.2%	HOLD & WATCH Down 13% — monitor for recovery, set stop at -30%
10	DLF groww	190	₹694	₹686	₹130,292	-1.3%	ACCUMULATE Near cost basis — good entry to average down/up
11	BAJAJHFL groww	1392	₹120	₹88	₹122,593	-26.5%	REVIEW Down 26% — check if thesis still intact
12	SBIN groww	115	₹841	₹1036	₹119,140	+23.1%	HOLD Healthy position — continue holding
13	HEXT groww	177	₹450	₹550	₹97,394	+22.4%	HOLD Healthy position — continue holding
14	YESBANK groww	3854	₹21	₹24	₹92,265	+15.7%	ACCUMULATE Near cost basis — good entry to average down/up
15	NTPC groww	244	₹248	₹345	₹84,070	+39.0%	HOLD Healthy position — continue holding
16	JIOFIN groww	345	₹300	₹242	₹83,476	-19.4%	HOLD & WATCH Down 19% — monitor for recovery, set stop at -30%
17	LICI groww	98	₹491	₹443	₹43,419	-9.8%	HOLD & WATCH Down 10% — monitor for recovery, set stop at -30%
18	ADANIPOWER groww	193	₹99	₹218	₹42,161	+120.5%	HOLD Strong gains (+120%) — trail stop-loss at 20% below peak
19	VMM groww	323	₹92	₹119	₹38,369	+28.8%	HOLD Healthy position — continue holding
20	PNB groww	346	₹79	₹105	₹36,472	+34.1%	HOLD Healthy position — continue holding
21	IOC groww	205	₹125	₹139	₹28,487	+10.8%	ACCUMULATE Near cost basis — good entry to average down/up
22	TATACONSUM groww	25	₹720	₹1112	₹27,798	+54.5%	HOLD Healthy position — continue holding
23	AWL groww	60	₹248	₹190	₹11,400	-23.4%	REVIEW Down 23% — check if thesis still intact
24	JWL zerodha	29	₹643	₹257	₹7,447	-60.1%	SELL Down 60% — cut losses, redeploy capital
25	ONGC groww	30	₹152	₹245	₹7,349	+60.9%	HOLD Healthy position — continue holding
26	ITCHOTELS groww	31	₹0	₹187	₹5,803	+0.0%	ACCUMULATE Near cost basis — good entry to average down/up
27	TATAPOWER groww	13	₹242	₹381	₹4,957	+57.8%	HOLD Healthy position — continue holding
28	SBIN zerodha	4	₹792	₹1036	₹4,144	+30.9%	HOLD Healthy position — continue holding
29	ONGC zerodha	15	₹319	₹245	₹3,674	-23.3%	REVIEW Down 23% — check if thesis still intact
30	IRFC zerodha	20	₹208	₹90	₹1,798	-56.8%	SELL Down 57% — cut losses, redeploy capital
31	KWIL groww	50	₹48	₹33	₹1,646	-32.0%	REVIEW Down 32% — check if thesis still intact
32	IDBI zerodha	8	₹89	₹83	₹663	-6.7%	HOLD & WATCH Down 7% — monitor for recovery, set stop at -30%
33	YESBANK indmoney	2	₹24	₹24	₹48	-2.3%	ACCUMULATE Near cost basis — good entry to average down/up

🇺🇸 US Stocks — Detailed View

#	Stock	Qty	CMP ($)	Value (₹)	P&L %	Action
1	NVDA Nvidia	27.7787	$210.96	₹558,887	+10042.3%	HOLD & TRAIL Massive winner (+10042%) — never sell all, trail 25% stop
2	TSM Taiwan Semiconductor (TSMC)	5.5292	$434.11	₹228,916	+107.7%	HOLD Multi-bagger (+108%) — core long-term hold
3	VOOG Vanguard S&P 500 Growth ETF	12.4736	$83.31	₹99,106	+55.8%	HOLD Good position — continue holding
4	GOOGL Alphabet	2.8527	$357.18	₹97,174	+119.8%	HOLD Multi-bagger (+120%) — core long-term hold
5	AMZN Amazon	3.3269	$245.34	₹77,842	+70.2%	HOLD Good position — continue holding
6	MSFT Microsoft	2.0789	$385.10	₹76,353	+40.5%	HOLD Good position — continue holding
7	META Meta Platforms	0.7467	$669.21	₹47,657	+4.6%	ACCUMULATE Near cost — consider adding on dips
8	AAPL Apple	1.4393	$315.32	₹43,282	+83.4%	HOLD Good position — continue holding
9	SCHG Schwab US Large-Cap Growth ETF	10.1882	$34.65	₹33,667	+11.7%	ACCUMULATE Near cost — consider adding on dips

💼 ESPP (Cisco) — Detailed View

#	Account	Shares	CMP ($)	Value (₹)	Action
1	Cisco Systems (ESPP Account 1)	74.873	$121.31	₹866,231	HOLD & SELL ON VEST ESPP discount = free alpha. Sell on vest, diversify out.
2	Cisco Systems (ESPP Account 2)	68.000	$121.31	₹786,715	HOLD & SELL ON VEST ESPP discount = free alpha. Sell on vest, diversify out.

₿ Crypto — Detailed View

#	Coin	Qty	Invested	Current	P&L %	Action
1	ETH	0.75447	₹164,173	₹135,696	-17.3%	ACCUMULATE Down 17% — DCA opportunity if conviction holds
2	BTC	0.01640547	₹120,000	₹103,339	-13.9%	ACCUMULATE Down 14% — DCA opportunity if conviction holds
3	SOL	8.283	₹84,334	₹63,236	-25.0%	HOLD Down 25% — crypto is volatile, hold if long-term thesis intact

📊 Mutual Funds — Detailed View

#	Fund	Units	NAV	Current	P&L %	Action
1	Quant Small Cap Fund Direct Plan Growth	671.090	₹313.97	₹210,703	+18.0%	CONTINUE SIP Good returns — continue systematic investment
2	Tata Digital India Fund Direct Growth	4463.540	₹46.51	₹207,612	-5.6%	ACCUMULATE Slight dip — increase SIP if possible
3	Mirae Asset ELSS Tax Saver Direct Growth	3280.094	₹58.04	₹190,386	+56.7%	CONTINUE SIP +57% returns — great fund, keep SIP running
4	Canara Robeco ELSS Tax Saver Direct Growth	898.279	₹202.24	₹181,668	+48.9%	CONTINUE SIP +49% returns — great fund, keep SIP running
5	Nippon India Small Cap Fund Direct Growth	818.215	₹205.06	₹167,783	+11.5%	HOLD Positive — give it time to compound
6	ICICI Pru Nifty Bank Index Direct Growth	7467.845	₹16.74	₹125,023	+8.7%	HOLD Positive — give it time to compound
7	ICICI Pru Pharma Healthcare & Diagnostics Direct Growth	923.952	₹47.31	₹43,712	+132.7%	CONTINUE SIP +133% returns — great fund, keep SIP running
8	Axis ELSS Tax Saver Fund Growth	345.533	₹109.80	₹37,938	+51.8%	CONTINUE SIP +52% returns — great fund, keep SIP running
9	Mirae Asset Midcap Fund Direct Growth	860.671	₹43.84	₹37,728	+97.9%	CONTINUE SIP +98% returns — great fund, keep SIP running
10	Kotak Infrastructure & Economic Reform Fund	367.010	₹82.93	₹30,437	+105.8%	CONTINUE SIP +106% returns — great fund, keep SIP running
11	Invesco India Infrastructure Fund Direct Growth	270.941	₹83.27	₹22,561	+128.8%	CONTINUE SIP +129% returns — great fund, keep SIP running
12	SBI Contra Direct Plan Growth	51.988	₹415.00	₹21,575	+75.9%	CONTINUE SIP +76% returns — great fund, keep SIP running

🛡️ Retirement — Detailed View

EPF

Current Value₹1,398,000

Total Invested₹1,398,000

Returns₹+0 (+0.0%)

As Of2026-07-11

NPS

Current Value₹310,000

Total Invested₹252,000

Returns₹+58,000 (+23.0%)

As Of2026-07-11

Asset Allocation

P&L by Asset Class

Portfolio Insights

Geography

India 64.9% Global 35.1%

Asset Type

Equity78.2%

Alternative (Crypto)3.3%

Debt/Fixed (Retirement)18.5%

Top 5 Concentration

31.2%

CSCO 9.4%

CSCO 8.5%

NVDA 6.1%

LT 3.9%

HDFCBANK 3.3%

Top Performers

NVDA US Stocks +10042.3%

CSCO ESPP +200.3%

ICICI Pru Pharma Healthcare & Mutual Funds +132.7%

Invesco India Infrastructure F Mutual Funds +128.8%

Bottom Performers

SOL Crypto -25.0%

BAJAJHFL Indian Stocks -26.5%

KWIL Indian Stocks -32.0%

IRFC Indian Stocks -56.8%

JWL Indian Stocks -60.1%

Action Plan

Recommendations based on P&L performance, position sizing & diversification principles

SELL / BOOK PROFITS

JWL -60%

IRFC -57%

HOLD

TITAN +34%

UNITDSPR +22%

BHARTIARTL +80%

SBIN +23%

HEXT +22%

NTPC +39%

NVDA +10042%

TSM +108%

VOOG +56%

GOOGL +120%

AMZN +70%

MSFT +40%

AAPL +83%

Quant Small Cap Fund Dire +18%

Mirae Asset ELSS Tax Save +57%

Canara Robeco ELSS Tax Sa +49%

ICICI Pru Pharma Healthca +133%

Axis ELSS Tax Saver Fund +52%

Mirae Asset Midcap Fund D +98%

Kotak Infrastructure & Ec +106%

Invesco India Infrastruct +129%

SBI Contra Direct Plan Gr +76%

ACCUMULATE

LT +16%

HDFCBANK +8%

RELIANCE -3%

ASIANPAINT +6%

DLF -1%

YESBANK +16%

IOC +11%

ITCHOTELS +0%

YESBANK -2%

META +5%

SCHG +12%

ETH -17%

BTC -14%

Tata Digital India Fund D -6%

REVIEW / WATCH

HINDUNILVR -8%

ITC -13%

BAJAJHFL -26%

JIOFIN -19%

LICI -10%

AWL -23%

ONGC -23%

KWIL -32%

IDBI -7%

Portfolio-Level Guidance

✓Continue SIPs in winning mutual funds — compounding is your edge.

✓ESPP: Sell on vest for guaranteed ~15% return, redeploy to diversified assets.

Net Worth Dashboard · AlphaDesk · Not Financial Advice

Run python3 trader/networth_calculator.py to refresh prices