NiveshWise

Welcome back, Balwant!

Here's your portfolio overview and AI insights

Total Portfolio Value

₹8.45 L

+12.5% this month

Total Returns

+₹1.45 L

+20.8% overall

Risk Score

7.2/10

Moderate Risk

Goals Progress

68%

On track

AI Insights & Recommendations

Portfolio Rebalancing Needed

Your equity allocation is 78%, which is higher than your target of 70%. Consider rebalancing.

Investment Opportunity

Based on your risk profile, consider adding HDFC Small Cap Fund to your portfolio.

View Full Analysis

Portfolio Health Overview

Key metrics and insights about your portfolio

Diversification Score

8.5/10

Well Diversified

Risk Level

Moderate

Score: 7.2/10

Top Holding %

14.8%

Good Distribution

Rebalancing

Needs Attention

Asset Allocation

Current vs Target allocation

Rebalancing Recommended

2 asset classes need rebalancing

Equity (78%)Target: 70%

+8% above target

Action needed

Debt (15%)Target: 20%

5% below target

Gold (4%)Target: 5%

1% below target

Cash (3%)Target: 5%

2% below target

Portfolio Visualization

Asset distribution chart

Top Holdings

Your largest investments by value

HDFC Top 100 Fund

Equity

14.8% of portfolio

₹1.25 L

+8.5%

Axis Bluechip Fund

Equity

11.7% of portfolio

₹98.50 K

+12.3%

SBI Small Cap Fund

Equity

10.3% of portfolio

₹87.20 K

-2.1%

ICICI Prudential Technology

Equity

9.1% of portfolio

₹76.80 K

+15.7%

Mirae Asset Emerging Bluechip

Equity

8.5% of portfolio

₹72.00 K

+10.8%

Quick Actions

AI Portfolio AnalysisSet New Goal

Market Updates

NIFTY 50

+0.8%

SENSEX

+1.2%

USD/INR

0.3%

GOLD

+0.5%

Recent Activity

SIP - HDFC Top 100₹5.00 K

Dividend - Axis Bluechip+₹1.25 K

Rebalancing Alert

New

SIP - SBI Small Cap Fund₹3.00 K

Lumpsum - ICICI Prudential Technology₹10.00 K