P
Client portfolio
Paloumi Sheth
PAN BDXPP7591Nsheela@shethimpex.com+919382667669
Annualised
+13.8%
XIRR
Current value
₹0Since 31 Mar 2017 · 126 transactions
Net invested
₹13.30 L
purchases − redemptions
Current value
₹25.53 L
Net gain
₹12.23 L
+91.9% absolute
Return (XIRR)
+13.8%
annualised
MF holdings
3
Allocation
₹25.53 L
total
CAMS100%
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
Purchase · 110
08 Jun 2026
Purchase · 110
07 May 2026
Purchase · 110
07 Apr 2026
Purchase · 110
09 Mar 2026
Purchase · 110
09 Feb 2026
Purchase · 110
07 Jan 2026
Purchase · 110
09 Dec 2025
Purchase · 110
07 Nov 2025
Purchase · 110
07 Oct 2025
Purchase · 110
08 Sept 2025
Purchase · 110
07 Aug 2025
Purchase · 110
07 Jul 2025
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
—Not connected yet