Portfolio Dashboard

Last synced from Zerodha Kite04 Jun 2026, 07:12 ISTLive
Portfolio XIRR

+18.7%

vs Nifty 50 XIRR +14.2%+4.5% alpha

Since inception: Apr 2022•Invested: ₹14,82,000•Current: ₹18,39,420
Unrealized P&L
+₹3,57,420

on ₹14,82,000 invested

+24.1%absolute return
Today's Change
+₹18,340

04 Jun 2026

+0.99%day P&L
Portfolio Beta
1.12

vs Nifty 50

Moderate risk• slightly aggressive
Sharpe Ratio: 1.43
Concentration Risk
38.4%

Top 3 holdings

High— consider diversifying
HDFC + INFY + RELIANCE overweight
Signal Coverage
11/14

holdings analyzed

3 new signalssince yesterday
Avg conviction: 7.2/10

Equity Holdings

12 stocks · Zerodha Kite

SymbolSectorQtyAvg CostLTPP&L %Day %WeightConvictionSignalActions

INFY

Infosys Ltd

IT200₹1,634.50₹1,589.70-2.74%-1.13%
17.3%
5.4
HOLD

BAJFINANCE

Bajaj Finance Ltd

NBFC40₹6,821.00₹7,843.50+15.00%+1.12%
17.1%
8.2
STRONG BUY

TITAN

Titan Company Ltd

Consumer80₹3,218.50₹3,742.20+16.27%+0.77%
16.3%
6.1
HOLD

TATAMOTORS

Tata Motors Ltd

Auto300₹624.15₹792.30+26.94%+1.60%
12.9%
7.2
ACCUMULATE

SUNPHARMA

Sun Pharmaceutical

Pharma150₹1,124.80₹1,398.60+24.34%+0.70%
11.4%
7.5
ACCUMULATE

HDFCBANK

HDFC Bank Ltd

Banking120₹1,482.30₹1,721.45+16.13%+1.43%
11.2%
8.7
STRONG BUY

IRCTC

IRCTC Ltd

Travel250₹612.40₹798.35+30.36%+1.81%
10.8%
7.8
ACCUMULATE

RELIANCE

Reliance Industries

Conglomerate60₹2,318.00₹2,891.60+24.75%+1.47%
9.4%
7.9
ACCUMULATE

WIPRO

Wipro Ltd

IT400₹487.20₹412.85-15.26%-1.29%
9.0%
2.1
EXIT

ASIANPAINT

Asian Paints Ltd

Consumer50₹2,987.40₹2,441.25-18.28%-1.26%
8.1%
3.8
REDUCE

LTIM

LTIMindtree Ltd

IT30₹5,124.00₹4,871.50-4.93%-0.86%
8.0%
5.2
HOLD

ZOMATO

Zomato Ltd

Consumer Tech500₹98.40₹184.70+87.70%+2.13%
5.0%
5.9
HOLD
Showing 12 of 12 holdings
Total Invested: ₹18,30,611•Current Value: ₹22,84,891•Net P&L: +₹4,54,280

Sector Allocation

Concentration risk view

IT overweight
Banking & NBFC
28.3%
IT Services
24.2%
Consumer
21.1%
Auto
12.9%
Pharma
11.4%
Others
8.1%

Market Cap Mix

Risk profile distribution

Large-cap dominant

62.4%

Large Cap

27.8%

Mid Cap

9.8%

Small Cap

Mutual Fund Portfolio

4 active folios · Zerodha Coin

Full MF Analysis

PPFAS Flexi Cap

Flexi Cap

OUTPERFORM

XIRR

22.4%

Alpha vs cat.

+6.2%

Value

₹284K

Mirae Asset Emerging

Large & Mid Cap

OUTPERFORM

XIRR

18.1%

Alpha vs cat.

+3.8%

Value

₹198K

Axis Small Cap

Small Cap

REBALANCE

XIRR

9.2%

Alpha vs cat.

-2.1%

Value

₹143K

Rebalance recommended

HDFC Balanced Advantage

BAF

HOLD

XIRR

14.8%

Alpha vs cat.

+1.4%

Value

₹322K

Live Alerts

CACHED

Fetching live data… · 5 signals

HDFCBANKBREAKOUT

Resistance breakout

Broke ₹1,720 resistance on 2.3x avg volume. Next target ₹1,780.

07:04 IST

INFYTECHNICAL

RSI approaching overbought

RSI(14) at 71.4. Historically reverses at 72–75 zone. Watch for exit.

06:48 IST

RELIANCENEWS

Jio Financial Q4 beat

PAT +34% QoQ. Analyst upgrades expected. Positive for RELIANCE.

06:31 IST

WIPROEXIT

Stop-loss zone breached

Trading 15.3% below avg cost. Exit signal confirmed on 3 indicators.

05:55 IST

BAJFINANCEPRE-MKT

FII net buying ₹2,840 Cr

Sustained FII accumulation in NBFC sector for 5 consecutive sessions.

05:15 IST

Offline — showing cached signals