NIFTY 5022,483+0.42%SENSEX73,961-0.18%NIFTY BANK47,892+0.31%RELIANCE₹2,891+1.24%TCS₹4,012-0.33%HDFC BANK₹1,621+0.55%INFY₹1,788+0.89%BHARTI AIRTEL₹1,432-0.71%WIPRO₹532+0.22%L&T₹3,441+1.12%NIFTY 5022,483+0.42%SENSEX73,961-0.18%NIFTY BANK47,892+0.31%RELIANCE₹2,891+1.24%TCS₹4,012-0.33%HDFC BANK₹1,621+0.55%INFY₹1,788+0.89%BHARTI AIRTEL₹1,432-0.71%WIPRO₹532+0.22%L&T₹3,441+1.12%
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arjun.lekha.appPublic

Arjun's Core Portfolio

12-month returns+0.0%
RELIANCE24.1%+18.4%
HDFC BANK18.7%+6.2%
TCS15.3%-3.1%
Cash12.0%—
Portfolio Value₹18,42,500

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Portfolio

NSE · BSE
RELIANCE
24.1%₹4.4L
HDFC BANK
18.7%₹3.4L
TCS
15.3%₹2.8L
Cash
12.0%₹2.2L
Total Value₹18,42,500

Returns

Total Returns+0.0%

Invested ₹14.8L · Current ₹18.4L

Markets

NIFTY 50
22,483+0.42%
SENSEX
73,961-0.18%
NIFTY MID
47,892+1.10%

Activity

Bought RELIANCE · 15 shares
2h ago
Added note TCS thesis
1d ago
Sold ZOMATO · 200 shares
5d ago

Investment Journal

Feb 2026Thesis Update

Why I doubled TCS despite the miss

Jan 2026Exit Note

Exiting Zomato — my reasoning

Dec 2025Macro

India IT: a 5-year time horizon bet

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priya.lekha.app

Priya's Conviction Bets

12m returns+31.2%
TATA MOTORS
ZOMATO
ADANI PORTS

arjun.lekha.app

Arjun's Core Portfolio

12m returns+24.3%
RELIANCE
HDFC BANK
TCS

rahul.lekha.app

Rahul's Small-Cap Hunt

12m returns+18.7%
KAYNES TECH
BRIGADE ENT
AAVAS FIN
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