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Equity Portfolio Template

The document is a template for creating an equity portfolio with an amount of Rs. 500,000. It allows the user to enter the sectors, companies, and corresponding market capitalization allocation for the portfolio. Various metrics such as quantity, invested amount and total are automatically calculated based on the inputs provided.

Uploaded by

Pp
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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58 views6 pages

Equity Portfolio Template

The document is a template for creating an equity portfolio with an amount of Rs. 500,000. It allows the user to enter the sectors, companies, and corresponding market capitalization allocation for the portfolio. Various metrics such as quantity, invested amount and total are automatically calculated based on the inputs provided.

Uploaded by

Pp
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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EQUITY POR

PORTFOLIO AMOUNT ---------> ₹ 500,000.00

(enter chosen sectors in each of the boxes below &


Max 7
enter the % exposure you wish to give to each (no. of stocks)
Sectors
chosen sector)

SECTORS CHOSEN & WEIGHTS (enter the sector


No.
names & percentage manually)

1 1
0% 2
3
4

2 1
0% 2
3
4

3 1
0% 2
3
4

4 1
0% 2
3
4

5 1
0% 2
3
4

6 1
0% 2
3
4
7 1
0% 2
3
4

MARKET CAP GRID (automatically appears)


1 LARGE CAP 0%
2 MID CAP 0%
3 SMALL CAP 0%
(do not modify)

SECTORS & WEIGHTS (automatically appears)


1 0%
2 0%
3 0%
4 0%
5 0%
6 0%
7 0%
(do not modify)
EQUITY PORTFOLIO TEMPLATE
₹ 500,000.00 <------ can be modified

(enter the names of the companies you (enter the % you wish to give to each (changes
have chosen to invest in) stock based on the market cap) automatically)

COMPANIES Large Cap Mid Cap Small Cap Total

0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
Total --------------> 0% 0% 0% 0%

0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
Total --------------> 0% 0% 0% 0%

0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
Total --------------> 0% 0% 0% 0%

0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
Total --------------> 0% 0% 0% 0%

0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
Total --------------> 0% 0% 0% 0%

0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
Total --------------> 0% 0% 0% 0%

0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
0% 0% 0% 0%
Total --------------> 0% 0% 0% 0%

GRAND TOTAL -----------> 0% 0% 0% 0%

all % here changes automatically Hint for Market Cap Pick: Higher exposure to large cap such a
means you are conservative investor; if mid cap stocks have 40
maybe a moderately aggressive investor; if the mid & small cap
could be an aggressive investor. Choose your market cap exposur
0% risk & return objectives

enter the sectors here manually


all % here changes automatically

0%
(enter the current
(changes (changes (changes
market price of the
automatically) automatically) automatically)
stock)

CMP Quantity Invested Amount Total

0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0 0

0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0 0

0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0 0

0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0 0

0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0 0

0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0 0

0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0.00 #DIV/0! 0
0 0

0.00 0.00

her exposure to large cap such as 60% and more


estor; if mid cap stocks have 40% and more you
investor; if the mid & small cap is 80% then you
Choose your market cap exposures based on your
& return objectives

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