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Client portfolio

AGASTYA SARAF BENEFIT TRUST

PAN AAKAA2330Erohit80@yahoo.com+919841081320

Annualised

+6.7%

XIRR

Current value

₹0
11.7% · +₹1.17 L
₹11.17 L today
Since 20 Sept 2024 · 149 transactions

Net invested

₹10.00 L

purchases − redemptions

Current value

₹11.17 L

Net gain

₹1.17 L

+11.7% absolute

Return (XIRR)

+6.7%

annualised

MF holdings

3

Allocation

₹11.17 L

total

CAMS100%

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

149 total

Folio update · 82

07 Aug 2025

Folio update · 82

04 Aug 2025

Folio update · 82

20 Jun 2025

Folio update · 82

20 Jun 2025

Switch in · 361

17 Jun 2025

+₹11,854

Switch out · 82

16 Jun 2025

₹11,855

Folio update · 82

16 Jun 2025

Switch in · 361

10 Jun 2025

+₹14,999

Switch in · 340

10 Jun 2025

+₹14,999

Switch out · 82

09 Jun 2025

₹15,000

Switch out · 82

09 Jun 2025

₹15,000

Switch in · 340

03 Jun 2025

+₹14,999

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