How do I track the performance of my investments?

Choose a platform

Login to or the Kotak Stock Trader App.

For App: Kotak Stock Trader App: Login -> More -> Core Investments -> smallcase ->

then head over to the “Investments” section seen in the smallcase platform.

You can track the following metrics for each one of your smallcases from your “Investments

  • Index Value is an all-inclusive real time value representative of the total returns of your smallcase. It is calculated as (100 + (Total Returns / Money Put in * 100))
  • Money Put in is the total amount invested since you started investing
  • Total Returns is the sum of realized & current returns, shows how much profit/loss you have made till date
  • Current Returns are the current profits/losses you will realize if you exit today
  • Realized Returns represents the total profit/loss that you have already booked
  • Current Investment is the sum of investment into each of the stocks
  • Current Value is the amount you will get if you decide to exit today, it is the sum of Current Investment and Current Returns
This feature is not allowed for this platform.