You can track the following essential metrics to effectively monitor your investment’s performance, particularly smallcase baskets:

1. Money Put In: This represents the total capital you have invested since the beginning of your investments. It is the foundational figure for overall performance assessment.
2. Total Returns: This is a comprehensive metric aggregating both realized and unrealized returns. This provides information about total profit or loss to date across all investments.
3. Current Returns: These include unrealized profits or losses you have locked in by selling your investments. Thus, this is the actual return secured from past investments.
4. Realized Returns: Unlike Current Returns, this is the actual return you have secured/realized from your past investment decisions.
5. Current Investments: Your investment’s sum in each stock represents the current market value of the original capital invested in the market.
6. Current Value: This includes the real-time total value of your investment if you decide to liquidate it today. It is the sum of your current investments and current returns.

For a detailed analysis and easy tracking of these metrics, use 5Paisa. We offer various comprehensive tools to help you stay on top of your investment game.