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%)
₹4.21 Cr
Best Case (90%)
₹5.24 Cr
Sharpe Ratio
Measures risk-adjusted return. Higher is better.
0.52
Most Likely Post-Tax Value: ₹3.96 Cr
(After est. LTCG tax of ₹24.71 L)
Rolling Returns Analysis (Median Path)
1-Year Rolling
44.22% (Avg)
Max 347.07%Min 7.57%
3-Year CAGR
32.29% (Avg)
Max 140.33%Min 14.43%
5-Year CAGR
29.07% (Avg)
Max 89.83%Min 16.07%
Yearly Breakdown (Most Likely Path)
| Year | Invested | Return | Interest | Balance |
|---|---|---|---|---|
| 1 | ₹3.00 L | 11.77% | ₹47,067 | ₹4.47 L |
| 2 | ₹3.30 L | 11.28% | ₹87,664 | ₹8.65 L |
| 3 | ₹3.63 L | 13.06% | ₹1.60 L | ₹13.88 L |
| 4 | ₹3.99 L | 0.96% | ₹17,211 | ₹18.05 L |
| 5 | ₹4.39 L | 9.88% | ₹2.22 L | ₹24.65 L |
| 6 | ₹4.83 L | 12.46% | ₹3.67 L | ₹33.16 L |
| 7 | ₹5.31 L | 12.54% | ₹4.83 L | ₹43.30 L |
| 8 | ₹5.85 L | 8.70% | ₹4.28 L | ₹53.42 L |
| 9 | ₹6.43 L | 0.93% | ₹55,951 | ₹60.41 L |
| 10 | ₹7.07 L | 4.23% | ₹2.85 L | ₹70.34 L |
| 11 | ₹7.78 L | 4.70% | ₹3.67 L | ₹81.80 L |
| 12 | ₹8.56 L | 22.17% | ₹20.03 L | ₹1.10 Cr |
| 13 | ₹9.42 L | 17.33% | ₹20.76 L | ₹1.41 Cr |
| 14 | ₹10.36 L | 2.83% | ₹4.27 L | ₹1.55 Cr |
| 15 | ₹11.39 L | 19.93% | ₹33.20 L | ₹2.00 Cr |
| 16 | ₹12.53 L | 11.61% | ₹24.66 L | ₹2.37 Cr |
| 17 | ₹13.78 L | 12.01% | ₹30.12 L | ₹2.81 Cr |
| 18 | ₹15.16 L | 18.53% | ₹54.85 L | ₹3.51 Cr |
| 19 | ₹16.68 L | 6.45% | ₹23.72 L | ₹3.91 Cr |
| 20 | ₹18.35 L | 2.75% | ₹11.26 L | ₹4.21 Cr |