SEBI (IA): INA000021261
SEBI (RA): INH000023667
Professional Portfolio Simulator
Multi-Asset forecasting with Monte Carlo simulation and Rebalancing Strategy.
Core Inputs
Portfolio
Total: 100%
Probabilistic Outcomes
Worst Case (10%)
₹3.37 Cr
Most Likely (50%)
₹4.13 Cr
Best Case (90%)
₹5.14 Cr
Sharpe Ratio
Measures risk-adjusted return. Higher is better.
0.48
Most Likely Post-Tax Value: ₹3.89 Cr
(After est. LTCG tax of ₹23.91 L)
Rolling Returns Analysis (Median Path)
1-Year Rolling
42.86% (Avg)
Max 309.13%Min 5.55%
3-Year CAGR
31.96% (Avg)
Max 127.43%Min 9.90%
5-Year CAGR
29.37% (Avg)
Max 90.52%Min 13.32%
Yearly Breakdown (Most Likely Path)
| Year | Invested | Return | Interest | Balance |
|---|---|---|---|---|
| 1 | ₹3.00 L | 2.28% | ₹9,127 | ₹4.09 L |
| 2 | ₹3.30 L | 3.24% | ₹23,978 | ₹7.63 L |
| 3 | ₹3.63 L | 4.46% | ₹50,239 | ₹11.76 L |
| 4 | ₹3.99 L | 13.10% | ₹2.06 L | ₹17.82 L |
| 5 | ₹4.39 L | 13.01% | ₹2.89 L | ₹25.10 L |
| 6 | ₹4.83 L | 22.66% | ₹6.78 L | ₹36.72 L |
| 7 | ₹5.31 L | 15.53% | ₹6.53 L | ₹48.56 L |
| 8 | ₹5.85 L | 16.32% | ₹8.88 L | ₹63.28 L |
| 9 | ₹6.43 L | 20.19% | ₹14.08 L | ₹83.79 L |
| 10 | ₹7.07 L | 18.47% | ₹16.79 L | ₹1.08 Cr |
| 11 | ₹7.78 L | 2.69% | ₹3.11 L | ₹1.19 Cr |
| 12 | ₹8.56 L | 3.72% | ₹4.73 L | ₹1.32 Cr |
| 13 | ₹9.42 L | 4.68% | ₹6.60 L | ₹1.48 Cr |
| 14 | ₹10.36 L | 10.32% | ₹16.33 L | ₹1.75 Cr |
| 15 | ₹11.39 L | 13.99% | ₹26.01 L | ₹2.12 Cr |
| 16 | ₹12.53 L | 9.47% | ₹21.25 L | ₹2.46 Cr |
| 17 | ₹13.78 L | -0.06% | ₹-15,463 | ₹2.59 Cr |
| 18 | ₹15.16 L | 5.29% | ₹14.51 L | ₹2.89 Cr |
| 19 | ₹16.68 L | 6.70% | ₹20.48 L | ₹3.26 Cr |
| 20 | ₹18.35 L | 19.86% | ₹68.41 L | ₹4.13 Cr |