Portfolio Return Calculator.
Calculate your actual portfolio performance. Weigh compounding CAGRs based on investment sizes. (Debug Type: portfolio-returns)
Innocent Investor Portfolio Returns Report
Generated on 21/6/2026
Total Portfolio Capitalâ‚ą3,50,000
Current Portfolio Market Valueâ‚ą4,97,000
Weighted Portfolio CAGR13.88%
đź’Ľ Portfolio Holdings Assets List
| Asset Name | Invested Amount (â‚ą) | Current Value (â‚ą) | Holding tenure (Yrs) | Asset CAGR | Actions |
|---|---|---|---|---|---|
| Nifty Index Fund | â‚ą2,00,000 | â‚ą2,80,000 | 3 Yrs | 11.87% | |
| Gold SGBs | â‚ą50,000 | â‚ą62,000 | 2 Yrs | 11.36% | |
| Active Smallcap MF | â‚ą1,00,000 | â‚ą1,55,000 | 2.5 Yrs | 19.16% |
* Your holdings data is stored automatically in your browser's local storage to save your details for repeat visits.
Understanding Weighted Portfolio Returns
If you have two stocks—one returning 50% on a ₹10,000 investment, and another returning 10% on a ₹90,000 investment—your absolute portfolio return is not the simple average (30%). It is the weighted average (14%). Our tool calculates the precise weighted CAGR of your assets.