All clients
K

Client portfolio

Kriti Gupta

PAN BYPPG4856Gkriti@morulaa.com+919840577444

Annualised

+9.4%

XIRR

Current value

₹0
32.0% · +₹14.04 L
₹57.87 L today
Since 26 Mar 2019 · 509 transactions

Net invested

₹43.82 L

purchases − redemptions

Current value

₹57.87 L

Net gain

₹14.04 L

+32.0% absolute

Return (XIRR)

+9.4%

annualised

MF holdings

17

Allocation

₹57.87 L

total

CAMS70%
KFIN30%

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

509 total

Purchase · 104

18 May 2026

+₹10,000

SIP installment · HCRG

11 May 2026

+₹10,000

Purchase · 104

20 Apr 2026

+₹10,000

SIP installment · HCRG

10 Apr 2026

+₹10,000

Purchase · 104

18 Mar 2026

+₹10,000

SIP installment · HCRG

10 Mar 2026

+₹10,000

Purchase · 104

18 Feb 2026

+₹10,000

SIP installment · DFGP

16 Feb 2026

+₹10,000

SIP installment · HCRG

10 Feb 2026

+₹10,000

Address update · 215

05 Feb 2026

Purchase · 215

27 Jan 2026

+₹10,000

SIP installment · IOGP

22 Jan 2026

+₹10,000

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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