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Client portfolio

Namisha Mootha

PAN CUFPM4250Bmootha@datalite.in+919380501612

Annualised

+3.1%

XIRR

Current value

₹0
38.6% · +₹2.3K
₹8.3K today
Since 08 Oct 2015 · 9 transactions

Net invested

₹6.0K

purchases − redemptions

Current value

₹8.3K

Net gain

₹2.3K

+38.6% absolute

Return (XIRR)

+3.1%

annualised

MF holdings

1

Allocation

₹8.3K

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

9 total

KYC validation · 203

24 Jun 2022

KYC validation · 203

15 Jun 2021

KYC validation · 203

15 Jun 2021

Folio update · 203

21 Jun 2019

Address update · 203

24 Nov 2015

Purchase · 203

10 Nov 2015

+₹-3,000

Purchase · 203

10 Nov 2015

+₹3,000

Folio update · 203

12 Oct 2015

Purchase · 203

08 Oct 2015

+₹3,000

Other products

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

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Motor Insurance
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