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Client portfolio

Ramadevi Maheswari

PAN AAEPR0643Jpvkm66@gmail.com+919444067989

Annualised

+6.2%

XIRR

Current value

₹0
6.7% · +₹5.00 L
₹79.60 L today
Since 07 Nov 2024 · 165 transactions

Net invested

₹74.60 L

purchases − redemptions

Current value

₹79.60 L

Net gain

₹5.00 L

+6.7% absolute

Return (XIRR)

+6.2%

annualised

MF holdings

7

Allocation

₹79.60 L

total

CAMS65%
KFIN35%

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

165 total

KYC (1st holder) · 340

08 Apr 2026

SIP installment · DFGP

25 Mar 2026

+₹1,29,994

Purchase · 361

18 Mar 2026

+₹1,19,994

SIP installment · MGGP

12 Mar 2026

+₹1,14,994

Purchase · 340

05 Mar 2026

+₹1,34,993

SIP installment · DFGP

25 Feb 2026

+₹1,29,994

Purchase · 361

18 Feb 2026

+₹1,19,994

SIP installment · MGGP

12 Feb 2026

+₹1,14,994

Purchase · 340

05 Feb 2026

+₹1,34,993

SIP installment · DFGP

27 Jan 2026

+₹1,29,994

Purchase · 361

19 Jan 2026

+₹1,19,994

SIP installment · MGGP

12 Jan 2026

+₹1,14,994

Other products

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

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Life Insurance
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Health Insurance
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Motor Insurance
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