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Client portfolio

SANGEETA SRISRIMAL

PAN AMYPS0710Pajitsrisrimal@gmail.com9840038565

Annualised

+7.9%

XIRR

Current value

₹0
36.2% · +₹1.77 L
₹6.65 L today
Since 03 Aug 2007 · 341 transactions

Net invested

₹4.88 L

purchases − redemptions

Current value

₹6.65 L

Net gain

₹1.77 L

+36.2% absolute

Return (XIRR)

+7.9%

annualised

MF holdings

7

Allocation

₹6.65 L

total

CAMS72%
KFIN28%

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

341 total

Purchase · 397

09 Jun 2026

+₹5,000

SIP installment · IBGP

25 May 2026

+₹5,000

Purchase · 361

18 May 2026

+₹10,000

Purchase · 397

11 May 2026

+₹5,000

SIP installment · IBGP

27 Apr 2026

+₹5,000

Purchase · 361

20 Apr 2026

+₹10,000

Folio update · 361

20 Apr 2026

Purchase · 397

16 Apr 2026

+₹5,000

Folio update · 397

15 Apr 2026

SIP installment · IBGP

25 Mar 2026

+₹5,000

Purchase · 361

18 Mar 2026

+₹10,000

SIP installment · IBGP

25 Feb 2026

+₹5,000

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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