All clients
V

Client portfolio

VAISHALI GUPTA

PAN ALPPV6475Jgupta.vaishali29@gmail.com9941717517

Annualised

+4.6%

XIRR

Current value

₹0
14.6% · +₹2.58 L
₹20.27 L today
Since 23 May 2012 · 368 transactions

Net invested

₹17.69 L

purchases − redemptions

Current value

₹20.27 L

Net gain

₹2.58 L

+14.6% absolute

Return (XIRR)

+4.6%

annualised

MF holdings

10

Allocation

₹20.27 L

total

KFIN82%
CAMS18%

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

368 total

SIP installment · SCRG

08 Jun 2026

+₹10,000

Purchase · SCFG

25 May 2026

+₹10,000

SIP installment · DFGP

22 May 2026

+₹10,000

SIP installment · SCRG

20 May 2026

+₹5,000

SIP installment · MSRG

18 May 2026

+₹5,000

SIP installment · HCRG

15 May 2026

+₹5,000

SIP installment · MSRG

11 May 2026

+₹5,000

SIP installment · SCRG

06 May 2026

+₹10,000

Purchase · SCFG

27 Apr 2026

+₹10,000

SIP installment · DFGP

22 Apr 2026

+₹10,000

SIP installment · SCRG

20 Apr 2026

+₹5,000

SIP installment · MSRG

18 Apr 2026

+₹5,000

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