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%)
₹3.30 Cr
Most Likely (50%)
₹4.11 Cr
Best Case (90%)
₹4.99 Cr
Sharpe Ratio
Measures risk-adjusted return. Higher is better.
0.56
Most Likely Post-Tax Value: ₹3.88 Cr
(After est. LTCG tax of ₹23.75 L)
Rolling Returns Analysis (Median Path)
1-Year Rolling
44.34% (Avg)
Max 354.44%Min 9.48%
3-Year CAGR
31.31% (Avg)
Max 138.05%Min 13.61%
5-Year CAGR
27.81% (Avg)
Max 93.20%Min 15.81%
Yearly Breakdown (Most Likely Path)
| Year | Invested | Return | Interest | Balance |
|---|---|---|---|---|
| 1 | ₹3.00 L | 13.61% | ₹54,437 | ₹4.54 L |
| 2 | ₹3.30 L | 13.87% | ₹1.09 L | ₹8.93 L |
| 3 | ₹3.63 L | 7.38% | ₹92,676 | ₹13.49 L |
| 4 | ₹3.99 L | 19.77% | ₹3.46 L | ₹20.94 L |
| 5 | ₹4.39 L | 6.25% | ₹1.58 L | ₹26.92 L |
| 6 | ₹4.83 L | 1.61% | ₹51,210 | ₹32.26 L |
| 7 | ₹5.31 L | 3.33% | ₹1.25 L | ₹38.82 L |
| 8 | ₹5.85 L | 9.15% | ₹4.09 L | ₹48.76 L |
| 9 | ₹6.43 L | 11.54% | ₹6.37 L | ₹61.56 L |
| 10 | ₹7.07 L | 14.38% | ₹9.87 L | ₹78.51 L |
| 11 | ₹7.78 L | 12.20% | ₹10.52 L | ₹96.81 L |
| 12 | ₹8.56 L | 0.74% | ₹77,561 | ₹1.06 Cr |
| 13 | ₹9.42 L | 12.21% | ₹14.11 L | ₹1.30 Cr |
| 14 | ₹10.36 L | 1.39% | ₹1.94 L | ₹1.42 Cr |
| 15 | ₹11.39 L | 6.64% | ₹10.19 L | ₹1.64 Cr |
| 16 | ₹12.53 L | 16.15% | ₹28.43 L | ₹2.05 Cr |
| 17 | ₹13.78 L | 12.07% | ₹26.36 L | ₹2.45 Cr |
| 18 | ₹15.16 L | 7.80% | ₹20.27 L | ₹2.80 Cr |
| 19 | ₹16.68 L | 12.98% | ₹38.51 L | ₹3.35 Cr |
| 20 | ₹18.35 L | 16.32% | ₹57.70 L | ₹4.11 Cr |