H
Client portfolio
HARSHITA GUPTA
PAN APIPG8270Rgupta2304@gmail.com9840261313
Annualised
+7.0%
XIRR
Current value
₹0Since 27 Jan 2015 · 902 transactions
Net invested
₹75.64 L
purchases − redemptions
Current value
₹88.14 L
Net gain
₹12.50 L
+16.5% absolute
Return (XIRR)
+7.0%
annualised
MF holdings
23
Allocation
₹88.14 L
total
KFIN65%
CAMS35%
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 · 361
25 May 2026
Purchase · 340
20 May 2026
SIP installment · BSGP
18 May 2026
Purchase · 397
15 May 2026
Purchase · 361
24 Apr 2026
SIP installment · BSGP
20 Apr 2026
Purchase · 340
20 Apr 2026
Purchase · 397
15 Apr 2026
Purchase · 361
24 Mar 2026
Purchase · 340
20 Mar 2026
SIP installment · BSGP
18 Mar 2026
Purchase · 397
16 Mar 2026
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