Client portfolio

Revathi

PAN ACUPR7308Evrevathi301969@gmail.com+918939414875

Annualised

+12.3%

XIRR

Current value

₹0

▲ 9.9% · +₹98.5K

Since 18 Aug 2025 · 150 transactions

Net invested

₹10.00 L

purchases − redemptions

Current value

₹10.98 L

Net gain

₹98.5K

+9.9% absolute

Return (XIRR)

+12.3%

annualised

MF holdings

Allocation

₹10.98 L

total

CAMS100%

Mutual funds

Live from CAMS & KFintech

Live feed

Scheme

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

150 total

Folio update · FSIG

11 May 2026

Folio update · 342

11 May 2026

Switch in · 17

06 May 2026

+₹191

Switch out · FSIG

05 May 2026

−₹191

Switch in · 340

05 May 2026

+₹108

Switch out · 342

04 May 2026

−₹108

Switch in · 17

29 Apr 2026

+₹14,999

Switch out · FSIG

28 Apr 2026

−₹15,000

Switch in · 340

28 Apr 2026

+₹14,999

Switch out · 342

27 Apr 2026

−₹15,000

Switch in · 17

22 Apr 2026

+₹14,999

Switch out · FSIG

21 Apr 2026

−₹15,000

Other products

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

Bonds

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Fixed Deposits

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AIF

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Life Insurance

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Health Insurance

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Motor Insurance

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