All clients
S

Client portfolio

Srivallabh Dalal

PAN ACOPD1789R

Annualised

+1.4%

XIRR

Current value

₹0
28.8% · +₹2.9K
₹12.9K today
Since 01 Jan 2008 · 10 transactions

Net invested

₹10.0K

purchases − redemptions

Current value

₹12.9K

Net gain

₹2.9K

+28.8% absolute

Return (XIRR)

+1.4%

annualised

MF holdings

1

Allocation

₹12.9K

total

KFIN100%

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

10 total

Redemption · IAGP

17 Aug 2021

₹0

Redemption · EGGP

17 Aug 2021

₹0

Lump-sum purchase · IAGP

11 Apr 2014

+₹-7,317

Lump-sum purchase · IAGP

11 Apr 2014

+₹7,317

Address update · IAGP

11 Apr 2014

+₹-0

Additional purchase · IAGP

11 Apr 2014

+₹0

Lump-sum redemption · EGGP

11 Apr 2014

+₹-7,317

Lump-sum redemption · EGGP

11 Apr 2014

₹7,317

Folio update · EGGP

01 Jan 2008

+₹-10,000

IPO allotment · EGGP

01 Jan 2008

+₹10,000

Other products

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

Bonds
Not connected yet
Fixed Deposits
Not connected yet
AIF
Not connected yet
Life Insurance
Not connected yet
Health Insurance
Not connected yet
Motor Insurance
Not connected yet