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Client portfolio

PRATHA GUPTA

PAN AIMPG1821Fprathagupta@gmail.com9840477444

Annualised

+14.9%

XIRR

Current value

₹0
56.0% · +₹4.36 L
₹12.15 L today
Since 20 Jul 2017 · 169 transactions

Net invested

₹7.79 L

purchases − redemptions

Current value

₹12.15 L

Net gain

₹4.36 L

+56.0% absolute

Return (XIRR)

+14.9%

annualised

MF holdings

9

Allocation

₹12.15 L

total

CAMS98%
KFIN2%

Mutual funds

Live from CAMS & KFintech

Live feed

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

169 total

Purchase · 397

18 May 2026

+₹10,000

Purchase · 397

16 Apr 2026

+₹10,000

Purchase · 397

16 Mar 2026

+₹10,000

Purchase · 397

16 Feb 2026

+₹10,000

Purchase · 397

10 Feb 2026

+₹24,999

Address update · 397

10 Feb 2026

Address update · 361

06 Feb 2026

Address update · 340

06 Feb 2026

Purchase · 361

27 Jan 2026

+₹14,999

Purchase · 340

27 Jan 2026

+₹10,000

Purchase · 397

16 Jan 2026

+₹10,000

Folio update · 215

14 Jan 2026

Other products

Bonds, FDs, AIFs & insurance — wiring pending Excel sync

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Life Insurance
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Motor Insurance
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