Portfolio Analysis on Groww: Understand Your Portfolio Better

Dear Investors,

Have you ever wondered how your portfolio is doing—not just in terms of overall value but also in terms of growth, allocation, and performance compared to the market?

We're excited to roll out Portfolio Analysis on Groww, a powerful new feature designed to give you better clarity and context about how your equity portfolio is performing.

With this launch, you get a 360° view of your stock investments — how they've grown, where they are invested, and how they are performing against benchmarks like NIFTY 50.

Let’s take a look at what you can now track.

What Can You See in Portfolio Analysis?

Portfolio Analysis is available right inside your Stocks Holdings tab. Here’s what it brings to the table:

1. AUM Appreciation Over Time

Track how your portfolio value has evolved compared to how much you’ve invested.

• See your growth trend through intuitive time-series graphs.
  
• Understand performance in both rising and volatile markets.
  
• Visualise your wealth creation over different timeframes.
  

2. Portfolio Allocation Breakdown

Get a clear picture of where your money is allocated:

✅ By Sector

• Understand exposure across sectors like FMCG, Retail, Finance, and more.
  
• Get insights into individual stocks within each sector.
  

✅ By Market Capitalisation

• See how your investments are split across Large-cap, Mid-cap, and Small-cap stocks.
  
• Make sure your portfolio is balanced based on your risk appetite.
  (Note: ETFs are currently excluded from market cap splits)
  

  

3. Performance Metrics & Benchmarking

✅XIRR (Extended Internal Rate of Return)

• Track your actual return, accounting for all buys and sells over time.
  
• Gives you a more accurate picture than absolute returns.
  

✅Benchmarking vs. NIFTY 50

• Compare your portfolio’s performance to India’s leading index.
  
• See whether you're outperforming or lagging behind the broader market.
  

➡️How to Access Portfolio Analysis on Groww?

1. Open the Groww app.
   
2. Go to the Stocks tab and tap on ‘Holdings’.
3. Click on the icon on the top right corner to find the new ‘Portfolio Analysis’ section.

4. Tap to explore graphs, sector allocation, XIRR, and more.

Whether you're a new investor or an experienced one, Portfolio Analysis is built to give you the data and perspective needed to stay informed of your investments.

Because the more you know about your portfolio, the better you can grow it.

Head to your Groww app now and take your first deep dive.

— Team Groww