Kapil Investment Advisory
K
All clients
P

Client portfolio

PRATHA GUPTA

PAN AIMPG1821Fprathagupta@gmail.com9840477444

Annualised

+12.2%

XIRR

Current value

₹0
▲ 34.4% · +₹20.82 L
₹81.42 L today
Since 17 Jul 2015 · 795 transactions

Net invested

₹60.61 L

purchases − redemptions

Current value

₹81.42 L

Net gain

₹20.82 L

+34.4% absolute

Return (XIRR)

+12.2%

annualised

MF holdings

25

Allocation

₹81.42 L

total

KFIN85%
CAMS15%

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

795 total

SIP installment · IOGP

08 Jun 2026

+₹24,999

SIP installment · SCGP

08 Jun 2026

+₹14,999

SIP installment · SCRG

04 Jun 2026

+₹24,999

SIP installment · SCGP

02 Jun 2026

+₹24,999

SIP installment · DFGP

26 May 2026

+₹24,999

SIP installment · MIRG

22 May 2026

+₹24,999

SIP installment · HCRG

21 May 2026

+₹10,000

SIP installment · DIGP

19 May 2026

+₹24,999

Purchase · 397

18 May 2026

+₹10,000

SIP installment · BCGP

14 May 2026

+₹24,999

SIP installment · SCGP

12 May 2026

+₹10,000

SIP installment · IOGP

08 May 2026

+₹24,999

Other products

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

Bonds
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Fixed Deposits
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AIF
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Life Insurance
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Health Insurance
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Motor Insurance
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