Qode OneView

See what your portfolio is really doing.

Connect your investments and get a personalised review of your performance, allocation, risk and comparison with the market and Qode strategies.

Your portfolio

−1.00%

BSE 500

+0.52%

Qode mix

+24.07%

Same period. Same starting value. A very different story.

QodePortfolio review

What You Hold

01 / 04

Total portfolio

₹7,03,679

Securities ₹6,68,017 · cash ₹35,662

Holdings

Across 4 asset types

Priced as at

7 Sept 2026

No bank account linked

Stocks₹4,44,474 · 63.2% · 8 positions
Mutual funds₹1,37,997 · 19.6% · 5 schemes
ETFs₹85,546 · 12.2% · 1 holding
Bank₹35,662 · 5.0% · 1 account

Your return, rebased to 100

Your portfolioYour Qode mixBSE 500

Your return

−1.00%

Your Qode mix

+24.07%

Period

Sep 25 – Sep 26

* For illustration only — your own figures appear once you link.

QodePortfolio review

Where the Gap Is

02 / 04

Yours grew to

₹7,03,679

−1.00% on ₹7,10,787

BSE 500 to

₹7,14,483

+0.52%, same money

Qode mix to

₹8,81,873

+24.07%, same money

Three roads from ₹7,10,787

Your portfolio₹7,03,679
BSE 500₹7,14,483
Your Qode mix₹8,81,873

Benchmark gap

₹10,804

Your portfolio against BSE 500.

Alpha potential

₹1,67,390

BSE 500 against the Qode mix.

Total wealth gap

₹1,78,194

Your portfolio against the Qode mix.

Your return

−1.00%

BSE 500

+0.52%

Your Qode mix

+24.07%

* For illustration only — your own figures appear once you link.

QodePortfolio review

Allocation by Market Cap

03 / 04

Large cap

58%

Matched to Qode All Weather

Mid cap

27%

Matched to Qode Tactical Fund

Small & micro

15%

Matched to Qode Growth Fund

How your equity splits across the SEBI bands

Large cap58%
Mid cap27%
Small & micro15%

Large cap, side by side

	You	Qode All Weather	Nifty 50
ReturnHigher is better	+12.79%	+21.23%	−5.79%
Max drawdownSmaller fall is better	−2.27%	−8.33%	−15.18%
VolatilityLower is better	5.37%	17.50%	12.95%

Direct

₹4,44,474

Through funds

₹2,23,543

Others

₹35,662

* For illustration only — your own figures appear once you link.

QodePortfolio review

What’s Inside Your Funds

04 / 04

Funds held

4 equity, 1 hybrid

Labelled large cap

By their mandate

Actually large cap

61%

Of your fund money

Fund label vs actual cap exposure

Flexi Cap Fund
Large & Mid Cap Fund
Index Fund · Nifty 50
Small Cap Fund
Balanced Advantage

LargeMidSmall & microDebt & other

What the label hides

Your Balanced Advantage fund is 43% debt and other assets, and your Flexi Cap fund is 71% large cap — the label is the mandate; the bar is where the money actually sits.

Large cap

61%

Mid cap

24%

Small & micro

15%

* For illustration only — your own figures appear once you link.

Get your personalised portfolio review

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What you’ll get

Your complete portfolioStocks, mutual funds, ETFs and more in one place.
Performance vs the market & Qode strategiesIncluding the difference in actual ₹ terms.
Portfolio risk & concentration insightsDrawdowns, volatility and where your money is concentrated.
A personalised report + live OneView dashboardClear insights, not just numbers.

View sample report →

Know what you own.See your stocks, mutual funds, ETFs, deposits and more — all in one place.
Know how you performed.Compare your portfolio with the market and Qode strategies over the same period.
Know where you’re taking risk.Get insights on concentration, drawdowns, volatility and asset allocation.
Know what’s inside your funds.Look through your mutual funds to see where your money really sits across market-cap categories.