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Portfolio Tracker

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₹3,05,000
Total Invested
₹3,54,000
Current Value
+₹49,000
Total Gains
+16.07%
Total Returns

Asset Allocation

Equity
₹2,17,000
61.3%
Hybrid
₹85,000
24.0%
Debt
₹52,000
14.7%

Investment Holdings

E

HDFC Top 100 Fund

Equity
+25.00%
Invested:
₹1,00,000
Current Value:
₹1,25,000
Quantity:
2,500
Avg Price:
40.00
Current Price:
50.00
H

ICICI Prudential Balanced

Hybrid
+6.25%
Invested:
₹80,000
Current Value:
₹85,000
Quantity:
2,000
Avg Price:
40.00
Current Price:
42.50
E

SBI Blue Chip Fund

Equity
+22.67%
Invested:
₹75,000
Current Value:
₹92,000
Quantity:
1,875
Avg Price:
40.00
Current Price:
49.07
D

UTI Treasury Advantage

Debt
+4.00%
Invested:
₹50,000
Current Value:
₹52,000
Quantity:
2,500
Avg Price:
20.00
Current Price:
20.80
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