Name: Rohan Sharma
PAN: ABCDE1234F
Risk Profile: Moderate
Portfolio Value: ₹ 12,65,000
Total Invested: ₹ 10,40,000
Overall Return: ₹ 2,25,000 (21.6%)
XIRR: 12.2%
| Scheme Name | Type | Invested Amt | Current Value | Return % | SIP Active |
|---|---|---|---|---|---|
| Axis Bluechip Fund | Equity | ₹ 1,20,000 | ₹ 1,48,500 | 23.75% | Yes |
| SBI Gold Fund | Gold | ₹ 50,000 | ₹ 57,200 | 14.4% | No |
| HDFC Short Term Debt | Debt | ₹ 2,00,000 | ₹ 2,12,000 | 6.0% | Yes |
| ICICI Flexi Cap | Equity | ₹ 1,00,000 | ₹ 1,37,500 | 37.5% | Yes |