We launched our Aggressive (Global) Portfolio with an initial capital of INR 1,00,000 as on February 26, 2010. Thereafter, we have rebalanced our portfolio whenever there has been a change in our Recommended Funds. The profits booked have been reinvested into the portfolio accordingly. On November 30, 2016, we had rebalanced our portfolio for the seventh time and booked a profit of INR 1,18,102 which translated into an annualized return of 12.22%.
The profit / loss (Rs) column above shows only the unrealised profit. The total profit (both, realised and unrealised) of the portfolio can be calculated by subtracting Rs.1,00,000 from Total Market Value.