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₹5,10,69,745 across 20 mutual funds — full portfolio reveal in 15 seconds 📊
📅 Snapshot: 04 May 2026
Wondering what a real ₹5 Crore mutual fund portfolio looks like in India in 2026? Every fund, every percentage, every number — straight from the dashboard.
📈 Portfolio at a glance:
- Total corpus: ₹5,10,69,745 (~₹5.1 Crore)
- Invested: ₹3,99,22,878
- Total returns: +₹1,11,46,867 (+27.92%)
- 1D returns: -₹3,17,030 (-0.62%) — yes, ₹5 Cr portfolios have red days too
- XIRR: 12.65%
- Holdings: 20 mutual funds
📊 Allocation:
- Equity 94.56% | Debt 5.52%
- Large Cap 41.20% | Small Cap 31.74% | Mid Cap 27.06%
- Active funds 76.37% (13 funds) | Passive index funds 23.63% (7 funds)
🏦 Top mutual fund holdings:
HDFC Small Cap Fund, Parag Parikh Flexi Cap Fund, JioBlackRock Nifty Smallcap 250 Index Fund, Nippon India Large Cap Fund, Sundaram Mid Cap Fund, Motilal Oswal Large and Midcap Fund, Mirae Asset Large Cap Fund, SBI Large Cap Fund, UTI Mid Cap Fund, ICICI Prudential Nifty200 Quality 30 Index Fund, Axis Nifty Smallcap 50 Index Fund, Axis Large Cap Fund, Axis Nifty Midcap 50 Index Fund, SBI BSE PSU Bank Index Fund, Motilal Oswal Nifty India Defence Index Fund, Nippon India Small Cap Fund.
🏢 Top stock concentration (within these mutual funds):
HDFC Bank 2.81%, ICICI Bank 2.24%, Infosys 1.32%, Reliance Industries 1.29%, Aster DM Healthcare 1.12% — plus 91.22% across other stocks.
🎯 Why this works:
A diversified mix of active funds (alpha) + passive index funds (low cost), tilted toward equity for long-term compounding. Spread across all three market caps to capture both blue-chip stability and small-cap growth. Sectoral diversification across Financials, Industrials, Consumer Discretionary, Technology, and Materials reduces concentration risk.
This is a real long-term SIP-driven portfolio — not a paid promotion, not a theoretical model. The journey from ₹3.99 Cr invested to ₹5.10 Cr current value (+₹1.11 Cr unrealized) shows what disciplined SIP investing can do o
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