I Reviewed My ₹6 Crore Mutual Fund Portfolio – here’s the Complete Analysis!

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In this video, I break down my mutual fund journey — from a ₹45,000 corpus in 2015 to over ₹6 crore today. My story has been of consistent SIPs, thoughtful allocation and patient compounded as my portfolio grew at an XIRR of 13.2% with several equity schemes delivering 19–20%+ returns, debt funds averaging 6–7% while hybrids did 12–13%

A recent performance review using the PowerUp Money app shows 50% of my equity schemes are “in-form” (top performers), 12 are “on-track” (slightly above average), 10 are “off-track” (no fresh investments planned), and 3 are “out-of-form”. While I hold 84 active schemes, my real focus is on 9 SIPs worth ₹1.86 lakh/month. These align with my 3x3 grid strategy with my current MF allocation at 56% equity and 44% non-equity

I end the video with some inspiration i.e. building wealth doesn’t require brilliance or extreme risk — just a clear plan, consistent execution, and the patience to let money grow

👉 Video Chapters:
00:00 Shankar Nath's Mutual Fund Portfolio
00:59 Portfolio Proof (2015 and 2025)
02:27 Mutual Fund Returns
03:31 Best and Worst Performance
04:10 Mutual Fund Scheme Insights
05:35 PowerUp Elite
06:30 Shankar Nath's Portfolio Allocation
08:03 36 Equity Funds
09:23 My 3x3 Grid
10:58 My Learnings
12:49 Shankar Nath's Viewpoint

#mutualfunds #portfolioreview #powerupmoney #shankarnath

Disclaimer: I am a SEBI Registered Research Analyst (INH000022093). I am not registered with PFRDA or IRDAI. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links