Kapil Investment Advisory
K
All clients
A

Client portfolio

ASHA RUPESH MEHTA

PAN AABPR6275Masha.rmehta@gmail.com+919840216775

Annualised

+4.9%

XIRR

Current value

₹0
▲ 181.5% · +₹4.15 L
₹6.43 L today
Since 27 Sept 2004 · 351 transactions

Net invested

₹2.29 L

purchases − redemptions

Current value

₹6.43 L

Net gain

₹4.15 L

+181.5% absolute

Return (XIRR)

+4.9%

annualised

MF holdings

27

Allocation

₹6.43 L

total

CAMS91%
KFIN9%

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

351 total

Dividend payout · 216

24 Mar 2026

+₹10,156

Dividend payout · 301

24 Mar 2026

+₹1,264

Dividend payout · 204

24 Mar 2026

+₹1,828

Dividend payout · 202

10 Mar 2026

+₹4,212

Dividend payout · ACDPD

05 Mar 2026

+₹2,313

Dividend payout · MCOD

19 Feb 2026

+₹4,608

Dividend payout · IORD

02 Feb 2026

+₹5,008

Redemption · 295D

19 Nov 2025

−₹1,35,408

Redemption · 251G

19 Nov 2025

−₹41,633

Folio update · 295D

19 Nov 2025

Dividend payout · 295D

22 Aug 2025

+₹8,363

Dividend payout · 216

24 Mar 2025

+₹12,744

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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