S
Client portfolio
Shilpa Patwa
PAN AJQPP2218Jshilpa22345@gmail.com+919840522345
Annualised
-4.9%
XIRR
Current value
₹0Since 07 Jan 2025 · 48 transactions
Net invested
₹3.40 L
purchases − redemptions
Current value
₹3.25 L
Net gain
-₹15.1K
-4.4% absolute
Return (XIRR)
-4.9%
annualised
MF holdings
2
Allocation
₹3.25 L
total
CAMS56%
KFIN44%
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
SIP installment · DFGP
20 May 2026
Purchase · 340
11 May 2026
SIP installment · DFGP
20 Apr 2026
Purchase · 340
10 Apr 2026
SIP installment · DFGP
20 Mar 2026
Purchase · 340
10 Mar 2026
SIP installment · DFGP
20 Feb 2026
Purchase · 340
10 Feb 2026
SIP installment · DFGP
20 Jan 2026
Purchase · 340
12 Jan 2026
SIP installment · DFGP
22 Dec 2025
Purchase · 340
10 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