Portfolio
Monitor your holdings, performance and risk.
Portfolio Snapshot
Portfolio Value
₹12,44,194
Total Demo Equity Value
Today's Change
+1.24%
+₹15,428 today
Overall Risk
Moderate
Single stock > 30% rule
Holdings
6
Active demo positions
Portfolio Allocation
TCS
Tata Consultancy Services
32%
₹3,98,142
RELIANCE
Reliance Industries
24%
₹2,98,606
INFY
Infosys Ltd
18%
₹2,23,955
HDFCBANK
HDFC Bank Ltd
14%
₹1,74,187
ICICIBANK
ICICI Bank Ltd
7%
₹87,094
BHARTIARTL
Bharti Airtel Ltd
5%
₹62,210
Risk Intelligence
HIGH CONCENTRATION IN TCS
TCS represents 32% of total portfolio value (Threshold: > 30%).
Significant Tech Exposure
Technology sector represents 50% of equity value.
Diversified Portfolio Base
Portfolio is spread across 6 distinct holdings in 4 sectors.
LYNCH Observations
- →TCS is the largest portfolio exposure (32%).
- →Technology sector exposure is significant at 50% of portfolio.
- →Overall portfolio concentration risk is MODERATE.
- →Consider researching diversification opportunities into financials or consumer sectors.
DEMO DATA — NOT REAL-TIME FINANCIAL ADVICE
Portfolio Performance
6 Months Trend (Demo)
OctNovDecJanFebMar
Top Holdings
| Stock | Allocation | Quantity | Avg Price | Current Price | P&L | Risk | Action |
|---|---|---|---|---|---|---|---|
TCS• Technology Tata Consultancy Services | 32% | 104 | ₹3,550.0 | ₹3,845.2 | +₹30,701(+8.3%) | LOW | |
RELIANCE• Energy & Conglomerates Reliance Industries | 24% | 210 | ₹1,320.0 | ₹1,421.3 | +₹21,273(+7.7%) | MEDIUM | |
INFY• Technology Infosys Ltd | 18% | 147 | ₹1,450.0 | ₹1,520.4 | +₹10,349(+4.9%) | LOW | |
HDFCBANK• Financials HDFC Bank Ltd | 14% | 105 | ₹1,540.0 | ₹1,650.2 | +₹11,571(+7.2%) | LOW | |
ICICIBANK• Financials ICICI Bank Ltd | 7% | 80 | ₹1,010.0 | ₹1,085.0 | +₹6,000(+7.4%) | LOW | |
BHARTIARTL• Telecom Bharti Airtel Ltd | 5% | 50 | ₹1,150.0 | ₹1,245.0 | +₹4,750(+8.3%) | MEDIUM |