Portfolio NAV

Your stock portfolio performance is very important, but how do you get a real sense of its performance compared to stock indices and mutual funds? The Portfolio NAV let's you see this.
The NAV (Net Asset Value) for your portfolio is the market value of your portfolio for a given period of time, after adjusting for your losses, as well as dividends.
Generate your NAV below, and choose an index to compare. You can add stock indices, mutual funds and other investments to the chart to look at how you performed in comparison.

Showing you results for a sample portfolio. LOGIN / SIGNUP for free to create your portfolio.

1M returns

4.31%

3M returns

12.94%

6M returns

7.20%

12M returns

27.59%

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Your portfolio overperformed NIFTY50 and delivered 13.64% CAGR returns since inception.

	FY-2015	FY-2016	FY-2017	FY-2018	FY-2019	FY-2020	FY-2021	FY-2022	FY-2023	FY-2024-YTD	CAGR %
Portfolio performance (%)	-	13.23	53.63	27.91	-23.33	-26.06	63.50	-1.45	15.88	17.40	25.39
Nifty 50 performance (%)	26.65	-8.86	18.55	10.25	14.93	-26.03	70.87	18.88	-0.60	6.93	11.75
Performance over Benchmark (%)	-	22.09	35.08	17.66	-38.26	-0.03	-7.37	-20.33	16.48	10.47	13.64

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