Kapil Investment Advisory
K
All clients
M

Client portfolio

Mihir Dinyesh Sheth

PAN DGWPM3908Nshethmihir09@gmail.com+919382667633

Annualised

+14.9%

XIRR

Current value

₹0
▲ 255.4% · +₹21.96 L
₹30.56 L today
Since 19 May 2017 · 305 transactions

Net invested

₹8.60 L

purchases − redemptions

Current value

₹30.56 L

Net gain

₹21.96 L

+255.4% absolute

Return (XIRR)

+14.9%

annualised

MF holdings

10

Allocation

₹30.56 L

total

KFIN84%
CAMS16%

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

305 total

SIP installment · SCRG

05 Jun 2026

+₹10,000

SIP installment · LEGP

18 May 2026

+₹10,000

SIP installment · SCRG

05 May 2026

+₹10,000

SIP installment · LEGP

20 Apr 2026

+₹10,000

SIP installment · SCRG

06 Apr 2026

+₹10,000

SIP installment · LEGP

18 Mar 2026

+₹10,000

SIP installment · SCRG

05 Mar 2026

+₹10,000

SIP installment · LEGP

18 Feb 2026

+₹10,000

SIP installment · SCRG

05 Feb 2026

+₹10,000

Redemption · SCGP

27 Jan 2026

−₹20,841

Redemption · SCGP

27 Jan 2026

−₹34,921

Redemption · SCGP

27 Jan 2026

−₹33,146

Other products

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

Bonds
—Not connected yet
Fixed Deposits
—Not connected yet
AIF
—Not connected yet
Life Insurance
—Not connected yet
Health Insurance
—Not connected yet
Motor Insurance
—Not connected yet