LUMGAN · MARKET OBSERVATORY · INDIA

Lumgan Portfolio

Create your watchlist · Explore historical patterns · No investment advice or trading

Mutual fund watchlist

Choose investments for this view. The other tabs retain their own selections.
The catalogue currently contains 8 funds and 8 stocks. Switching tabs does not discard selections. Your selections are saved in this browser; export settings to use them elsewhere.
Historical return—
Annualized volatility (approx.)—
Maximum historical drawdown—
Latest available valuation date—

Portfolio performance

Indexed performance · starting value 100
Weighted portfolioEqual-weight reference

Performance uses the selected target weights and periodic rebalancing approximation. Does not include transaction costs, taxes, mutual fund loads, or cash flows.

Allocation

Optional allocation weights

Mutual funds / stocks mix50% / 50%
Total target weight—

When enabled, enter allocations that total 100% for each selected asset class. In the default mode, selected investments contribute equally. Combined custom weights additionally use the fund/stock mix slider.

Historical-pattern scenarios (index)

Indexed starting value: 100

Illustrative indexed 10th / 50th / 90th percentile outcomes from bootstrapping monthly historical returns (2,000 paths), not predictions or investment advice. Monthly returns are sampled independently; extreme future events and structural market shifts may not be represented. Insufficient history suppresses forecasts.

Asset data & source health

HoldingInstrumentAs ofLast value (₹)Data status
Independent market-information tool only. No recommendations, suitability assessments, trade links, or investment execution. Prices and NAVs may be delayed and may omit corporate-action adjustments. Mutual fund data is sourced through MFapi (AMFI-derived); stock data through an unofficial Yahoo Finance endpoint, so no uptime or redistribution guarantees. Unavailable or stale records are identified, never simulated. Target-weight curves do not constitute actual investment returns. Saved weights remain in this browser; use Export settings to back them up or transfer devices.