S
Client portfolio
Seema Bhansali
PAN AAGPC2535Avenktex@gmail.com9840925610
Annualised
+9.8%
XIRR
Current value
₹0Since 03 Sept 2007 · 18 transactions
Net invested
₹2.70 L
purchases − redemptions
Current value
₹5.77 L
Net gain
₹3.06 L
+113.3% absolute
Return (XIRR)
+9.8%
annualised
MF holdings
7
Allocation
₹5.77 L
total
CAMS96%
KFIN4%
Mutual funds
Live from CAMS & KFintech
Scheme
Click a fund to see its full transaction history.
Transaction history
Most recent activity from the RTA feed
Nomination · 17
08 Apr 2026
Purchase · 17
08 Apr 2026
KYC (1st holder) · 17
08 Apr 2026
Folio update · 340
16 Jul 2025
Switch in · 340
16 Jul 2025
Purchase · 340
04 Jul 2025
Folio update · 340
04 Jul 2025
Folio update · 340
03 Jul 2025
Folio update · 340
03 Jul 2025
SIP installment · DFGP
01 Jul 2025
KYC (1st holder) · 340
01 Jul 2025
KYC (joint 1) · 201
18 Dec 2024
Other products
Bonds, FDs, AIFs & insurance — wiring pending Excel sync
Bonds
—Not connected yetFixed Deposits
—Not connected yetAIF
—Not connected yetLife Insurance
—Not connected yetHealth Insurance
—Not connected yetMotor Insurance
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