S
Client portfolio
Shilpa Patwa
PAN AJQPP2218Jshilpa22345@gmail.com+919840522345
Annualised
+8.5%
XIRR
Current value
₹0Since 07 Jan 2025 · 31 transactions
Net invested
₹1.70 L
purchases − redemptions
Current value
₹1.81 L
Net gain
₹10.8K
+6.3% absolute
Return (XIRR)
+8.5%
annualised
MF holdings
1
Allocation
₹1.81 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 · 340
11 May 2026
Purchase · 340
10 Apr 2026
Purchase · 340
10 Mar 2026
Purchase · 340
10 Feb 2026
Purchase · 340
12 Jan 2026
Purchase · 340
10 Dec 2025
Folio update · 340
11 Nov 2025
Folio update · 340
11 Nov 2025
Folio update · 340
11 Nov 2025
Folio update · 340
11 Nov 2025
Folio update · 340
11 Nov 2025
Folio update · 340
11 Nov 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