All clients
S

Client portfolio

Somil Y Shah

PAN BAMPS8075Esomils@gmail.com+917299935888

Annualised

+6.1%

XIRR

Current value

₹0
5.6% · +₹7.0K
₹1.33 L today
Since 26 Aug 2024 · 49 transactions

Net invested

₹1.26 L

purchases − redemptions

Current value

₹1.33 L

Net gain

₹7.0K

+5.6% absolute

Return (XIRR)

+6.1%

annualised

MF holdings

2

Allocation

₹1.33 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

49 total

Purchase · 340

20 May 2026

+₹3,000

Purchase · 361

11 May 2026

+₹3,000

Purchase · 340

20 Apr 2026

+₹3,000

Purchase · 361

10 Apr 2026

+₹3,000

Purchase · 340

20 Mar 2026

+₹3,000

Purchase · 361

10 Mar 2026

+₹3,000

Purchase · 340

20 Feb 2026

+₹3,000

Purchase · 361

10 Feb 2026

+₹3,000

Purchase · 340

20 Jan 2026

+₹3,000

Purchase · 361

12 Jan 2026

+₹3,000

Purchase · 340

22 Dec 2025

+₹3,000

Purchase · 361

10 Dec 2025

+₹3,000

Other products

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

Bonds
Not connected yet
Fixed Deposits
Not connected yet
AIF
Not connected yet
Life Insurance
Not connected yet
Health Insurance
Not connected yet
Motor Insurance
Not connected yet