Terms on the Dashboard

What is Current Value?
This is the market value of your existing investments based on the most recent mutual fund NAV data available. This is simply calculated as the number of un...
Thu, 11 Feb, 2021 at 5:50 PM
What are Total gains, Realised gains and Unrealised gains?
Total gains - This is the total gain/loss you have made on ALL your investments over your entire investment history. They can be segregated as below: a) Re...
Thu, 11 Feb, 2021 at 5:50 PM
What is Net Invested Value?
This amount refers to the total investments you have made so far minus the total withdrawals (redemptions) you have made so far over your entire investment ...
Thu, 11 Feb, 2021 at 5:50 PM
What is CAGR?
In very simple terms, this is the annual (i.e per year) average returns earned by your investments over their entire investment duration. Conceptually, CAG...
Thu, 11 Feb, 2021 at 5:51 PM
What is Total SIPs?
This simply refers to the total of all the SIPs you have set up across all your goals. For example, if you have 3 goals (as below) Retirement goal - SIP o...
Thu, 11 Feb, 2021 at 5:51 PM
What is Risk Profile?
Risk profile denotes how much risk one should ideally be taking in their investments considering all the factors like one's financial situation, need t...
Thu, 11 Feb, 2021 at 5:52 PM
What is Asset Allocation (Equity : Debt)?
This is a very simple ratio (shown in percentage) that represents how your overall portfolio (across all goals) is split into equity funds and debt funds. ...
Thu, 11 Feb, 2021 at 5:52 PM
What does On-track or Off-track mean?
In investing, goal tracking means periodically checking whether you are on-track to achieve the desired target amount in the time horizon you have set for t...
Thu, 1 Apr, 2021 at 7:10 PM
What does 'Net Invested Value' mean?
This amount refers to the total investments you have made so far minus the total withdrawals (redemptions) you have made so far over your entire investment ...
Thu, 11 Feb, 2021 at 5:53 PM