MIRAI

Ask anything about money & markets.

A stock, a fund, or a question you've been shy to ask.

It's a calm day out there — nothing dramatic is happening. Why?

Worth knowing today.

The AI read the week for you
Reading market signals…
I read 8,600+ things this week. Only 3 were worth your time.

This week was just a normal dip.

The big funds slipped about 1% midweek, then mostly recovered by Friday. This happens a few times a year. It doesn't ask anything of you.

Policy Uncertainty Phase

A hoped-for rate cut was pushed back, so people grew cautious about banks.

The bank-heavy funds dipped together — no single fund did anything wrong.

By Friday most of it recovered. Prices moved, but nothing about the companies changed.

"₹4 lakh crore wiped out in a day."noise
A "is this a crash?" video, 2M viewsnoise
FIIs sold ₹2,300 Cr on Tuesdaynormal
Everything here already happened — things I noticed, not advice. I never guess what comes next.
DemoMIRAI sets this automatically from the day's market. This just lets you preview both.
Larger move · one thing came up

You're doing fine.

IT dipped — banking held you up.

−₹8,872
Today · about 5 times a year
how we calculate this
Usual
−1.8%
You · market fell 2.3%
Usual
Usual · quiet day

Markets are quiet today.

Nothing moved unusually.

₹8,77,000
Portfolio · +₹899 today · about 0.1%
how we calculate this
Usual
Unusual · worth your attention

The whole market fell today.

Almost everything fell together. I’m staying on it with you.

−₹34,200
Today · about 4× a normal day
how we calculate this
Rare

Worth a glance.

Remember what I told you

"Just an ordinary IT dip."

Said 4 days ago
Held up
!
Watching next

RBI meeting this Thursday

I'll flag anything yours
Mattered today

3 / 1,247 · Everything else was just noise.

"₹4 lakh crore wiped out."noise
Viral "is this a crash?" videonoise
FIIs sold ₹2,300 Crnormal
I went through about 1,247 things in the background today. None of them needed your attention — and that's good news.
Today
−₹760 Infosys · −0.9%
IT stayed weak.
Usual
+₹950 HDFC Bank · +0.6%
Banking held steady.
Offset
−₹476 Parag Parikh · NAV −0.2%
Barely moved.
Usual
+₹1,185 HDFC Mid-Cap · NAV +0.3%
Mid-caps gently up.
Offset

Net +₹899. HDFC Bank and HDFC Mid-Cap absorbed the Infosys drop. Exactly the kind of day that goes unnoticed.

Watching

The RBI meets on Thursday. Your HDFC Bank and both funds have banking exposure that reacts to its decisions. If it moves anything you own, you'll hear from me here first — in plain words. If it doesn't, I'll say that too.

Almost everything fell together.
5 of 5 holdings down — the market moved, not your picks.

Today’s −₹34,200 is a big drop — about a normal day. Your biggest before was −₹41,600, and it passed.

Which holdings felt it
Started overseas

Big markets abroad fell first.

Big investors sold

Money pulled out — everything dropped at once.

Bottom line

A broad drop — not your picks.

You’ve seen days like this
Mar 2025 −7.0%
Your biggest before today — it recovered.
Jan 2025 −5.4%
You kept your SIP running through it.
Aug 2024 −6.2%
Passed within a few weeks.

Your record — not a forecast.

I won’t go quiet on you. But I won’t tell you what to do, or guess where it goes next.
40 / 47
Of my explanations held up.
MIRAI's own methodology — every explanation is logged in Replay, held or missed. Not a performance guarantee.
See the misses →
Current Value
₹8,77,000
Invested
₹8,27,600
Overall P&L
+₹49,400 +6.0%
Today's P&L
+₹899 +0.1%
Usual · the whole picture

Barely moved today.

Infosys dipped a little; HDFC Bank and HDFC Mid-Cap offset it.

Your wealth, over time

Your holdings.

Connections
HDFC Bank sits in your portfolio twice
Overlap
Infosys down, HDFC Bank up
Offset
HDFC Mid-Cap moves on its own
Diversifier
Stocks~28%
Mutual funds~72%
Banking exposure~30%
IT exposure~13%
SIPs on schedule14 / 14
Dips held through3 / 3
Portfolio
Verdict

It's the sector, not Infosys.

Falling with all IT — no Infosys news.

−2.1%
Today · with TCS, HCL, the basket
Usual
+₹23,496+24.6%
Above your entry · you paid ₹1,192.50, now ₹1,486.20
Above entry
Drivers
Macro

Fed kept rates high — tech under pressure.

Sector

All Indian IT fell together — not one name.

Your stock

Infosys moved with peers. No company news.

Verdict

Sector reaction. Nothing changed about Infosys.

Drivers
IT sector correctionMain driver
US rate pressureSector-wide
Deal win announcedPartial offset
Overlap
Infosys down your Parag Parikh fund feels a little
Its IT weight is small — only a light touch from an IT day like this.
Other IT names fell too more pressure on the fund
The fund owns several IT stocks — all dipped together.
HDFC Bank up balanced the fall
It's banking, not IT — so it went the other way.

An ordinary IT dip — seen before. I'm describing the past, not predicting next.

Your holding
Apr 2026 IT dip
Held up
Sep 2025 rate scare
Held up
Mar 2025 sector rotation
Held up
Dips you heldToday
18 months · each dip you held sits in today's gain.
Peers
Wipro−7.3%
TCS−6.1%
Nifty IT Index−5.9%
Infosys YOU−5.8%
HCL Technologies−4.1%

Right in the middle of the pack — moving with the sector, not apart from it.

Business

India's #2 IT services company by revenue — builds and runs software for global enterprises. Large-cap, steady, dividend-paying. What moves it most: global tech spending and the rupee.

1-year return+18.4%
vs. Nifty IT (1yr)+2.1%
PE ratio22.4×
Market cap₹6.2L Cr
Sector position#2 by revenue
Shares held80
Avg buy price₹1,192.50
First boughtJan 2025
Last addedOct 2025
Portfolio weight24.6%
Verdict

Infosys is having a sector day.

All the big IT names — TCS, Wipro, HCL — fell together. A reaction to US rate news, not Infosys.

−5.8%
Infosys today · the whole IT group moved
Larger move
Sector Rotation Event

When a whole sector moves together like this, it's usually a rotation — not a company problem.

Held

How a ₹50,000 position in Infosys would feel today.

about ₹3,100
Today's swing
±6%
A typical month
about ₹5,400
Worst-day swing, past year
9–14 days
Usual recovery after a dip
A simulation — no actual money.
Historical evidence

When the whole IT sector moves together like today, it's usually an ordinary sector dip — not a company problem. Each time before, it passed.

Behavior

Yes — it's behaving like a calm IT stock: it moves with the sector and bounces back when the sector does.

Moving with its sector peers, not breaking away.

Price swings are within its usual range.

Volume slightly above average — repositioning, not panic.

What moved Infosys today
IT sector correctionMain driver
US rate pressureSector-wide
Deal win announcedPartial offset
Calibration

On a day like today, a ₹50,000 position in Infosys swings about ₹3,100 — normal for this stock, well inside its usual range.

Today's −5.8% is uncomfortable, not unusual. Days like this happen 4–5 times a year on IT stocks.

I explain what's happened and why — I don't give advice, and I never claim to know what happens next.

Chart
Past year

Similar IT dips: 3 of 4 recovered.

Business

India's #2 IT services company. Long-term contracts with Western clients, so revenue is fairly predictable quarter to quarter. What moves it most: global tech spending and the rupee.

Q1 results — beat earnings, modest revenue growth.
Won a large multi-year US deal.
Trimmed its growth outlook for the rest of the year.
How this stock behaves
Typical monthly range±6%
Biggest drop (3y)−22%
Recovery timeavg 12 days
Sector correlation0.84
Volatility vs indexslightly higher
IT sector peers today
Infosys−5.8%
TCS−6.1%
HCL Tech−4.1%
Wipro−7.3%
Nifty IT Index−5.9%
Stock stats
1-year return+18.4%
PE ratio22.4×
Market cap₹6.2L Cr
Sector position#2 by revenue
Portfolio
AI watching · no login needed

What's worth knowing today.

What moved, what to watch — all already happened.

↑ Performing wellLast 1 month
⚡ Risks emergingLast 1 month
The Watch 4 running · 1 spoke up this month

Too much in IT? I'll warn you. now ~13%

Just started · watching since today
Usual

Too much in banking? I'll warn you. now ~30%

Quiet · standing guard
Usual

Your funds are starting to copy each other.

Told you Jun 2 · see in briefing →
Held up

Infosys going its own way? I'll tell you.

Quiet · moving with sector
Usual
Everything here already happened — patterns I noticed, not advice. I never try to guess what comes next.
AI watching · no login required

What's worth knowing right now.

What's moved, what to watch, what others are doing — all already happened.

⏱ Time Machine · step inside a market moment Coming soon

Choose a moment in market history. Set up a hypothetical SIP. Feel what investors felt — then choose Hold, Pause, or Withdraw, and see how each path turned out.

March 2020
The COVID Crash

Markets fell 38% in 40 days. Panic was rational. Most people sold.

−38% peak drop~2 min
June 2022
The Inflation Squeeze

Rates rising globally. IT down 30%. A slow grind with no visible end.

Rate pressure~3 min
May 2004
The Election Day Crash

Sensex fell 15% in a day. Circuit breakers triggered. It resolved in weeks.

Single-day shock~2 min
Sep 2018
The NBFC Crisis

IL&FS defaulted. Debt funds, mid-caps and small-caps dropped hard.

Sector contagion~2 min
Nov 2016
Demonetisation Shock

Overnight policy change. Markets dropped, stabilised, then recovered unevenly.

Policy shock~2 min
Jan 2023
The Adani Collapse

Hindenburg report drops. Adani stocks crash. Contagion fears spread.

Contained recovery~2 min

All scenarios use real historical fund NAV data — your money is never touched. Interactive scenarios arrive with the full product.

↑ Performing wellLast 1 month
⚡ Risks emergingLast 1 month
The Watch · what I'd guard for you Begins the moment you connect a portfolio

If a fund quietly starts behaving differently from what you signed up for, I'll let you know.

Example · starts when you connect
Preview

If everything you own depends on the same thing, I'll point it out early.

Example · starts when you connect
Preview

I work quietly in the background until something comes up that you'd genuinely want to know. Most days, that means saying nothing at all.

Everything here already happened — patterns I noticed, not advice. I never try to guess what comes next.

How we did.

Every explanation, every dip, every miss.

40 / 47
Explanations held up
7 missed — shown below
+28%
SIP funds since start
Feb 2023 → Jul 2026

Past performance is not indicative of future returns. Accuracy figure is MIRAI's own methodology; see Replay for every explanation, held or missed.

Dips held.

Feb 15, 2026 · Nifty IT −9.1% week
You held. AI-fears, sector-wide.
brief bounce, wider slide
Mar 12, 2026 · HDFC Bank −9%
You held. Governance, not fundamentals.
stabilized · ~2 weeks
Jun 19, 2026 · Infosys −7.5%
You held. Accenture cut, sector-wide.
early bounce · ongoing
Your SIPs
89 / 89
On schedule
5
Bought during dips
0
Paused or stopped

48 HDFC Mid-Cap + 41 Parag Parikh instalments. Never a missed month.

Explanations.

Jun 28 · Nifty IT +6.4% bounce (HCL Tech AI deal)held up
Jun 19 · Infosys −7.5% (Accenture guidance cut)held up
May 22 · HDFC Bank recovery month (+4%)held up
May 11 · HDFC Bank +4% read as rotationwrong
43 quiet days between events · nothing surfaced
Mar 12 · HDFC Bank chairman −9%held up
Feb 15 · Nifty IT −9.1% weekheld up
Jan 30 · IT stabilization read as turnwrong
38 quiet days late 2025 · nothing surfaced
Dec 4, 2025 · Fed pivot expectationsheld up
Nov 8, 2025 · rate-cycle jitterspartly
Oct 20, 2025 · IT earnings concernsheld up
Sep 15, 2025 · sector-rotation attemptheld up
Jul 10, 2025 · Infosys Q1 results · no surpriseheld up
plus 35 more explanations · Jul 2024 → Jul 2025

Misses.

The 7 explanations that didn't hold up.

May 11, 2026 · HDFC Bank +4% Missed
Read as rotation. Was consolidation.
Jan 30, 2026 · IT stabilization Missed
Read as a turn. Sector fell 15% more.
Nov 8, 2025 · Rate-cycle jitters Partly
Read as one event. Was a multi-week pattern.

Investors like you.

How others with similar portfolios responded — not advice, just behaviour.

87%
Held through the IT dip
Feb 2026 · ~12,400 investors
78%
Kept SIPs running
Never paused in the dip
13%
Sold during the dip
Feb 2026 · same cohort
During the HDFC Bank dip · 19 Mar 2026 (chairman resignation, −9% intraday)
Held79%
Sold during the dip21%

Illustrative cohort behaviour during a past event — not a verdict, not a suggestion for you.

Your Replay grows as you invest.

This is where every explanation, every dip you held through, and every time the AI was right (or wrong) gets logged — unedited, timestamped. It becomes meaningful once you've lived a few months as an investor.

Portfolio

Describing what has happened — never predicting what comes next, and never advice.

Price ·