P
Client portfolio
Paloumi Sheth
PAN BDXPP7591Nsheela@shethimpex.com+919382667669
Annualised
+13.6%
XIRR
Current value
₹0Since 31 Mar 2017 · 237 transactions
Net invested
₹27.20 L
purchases − redemptions
Current value
₹50.46 L
Net gain
₹23.26 L
+85.5% absolute
Return (XIRR)
+13.6%
annualised
MF holdings
6
Allocation
₹50.46 L
total
CAMS51%
KFIN49%
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
SIP installment · EBRG
21 May 2026
Purchase · 110
07 May 2026
SIP installment · EBRG
21 Apr 2026
Purchase · 110
07 Apr 2026
SIP installment · EBRG
23 Mar 2026
Purchase · 110
09 Mar 2026
SIP installment · EBRG
23 Feb 2026
Purchase · 110
09 Feb 2026
SIP installment · EBRG
21 Jan 2026
Purchase · 110
07 Jan 2026
SIP installment · EBRG
22 Dec 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