All clients
S

Client portfolio

SOBHA GUPTA

PAN AADPM2007Qrarvindgupta@yahoo.co.in9382117961

Annualised

+5.1%

XIRR

Current value

₹0
14.9% · +₹64.7K
₹4.99 L today
Since 05 Jul 2017 · 142 transactions

Net invested

₹4.34 L

purchases − redemptions

Current value

₹4.99 L

Net gain

₹64.7K

+14.9% absolute

Return (XIRR)

+5.1%

annualised

MF holdings

5

Allocation

₹4.99 L

total

KFIN100%
CAMS0%

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

142 total

SIP installment · HCGP

08 Jun 2026

+₹5,000

SIP installment · BSGP

22 May 2026

+₹5,000

SIP installment · SCGP

14 May 2026

+₹10,000

SIP installment · HCGP

07 May 2026

+₹5,000

SIP installment · BSGP

22 Apr 2026

+₹5,000

SIP installment · SCGP

15 Apr 2026

+₹10,000

SIP installment · HCGP

07 Apr 2026

+₹5,000

SIP installment · BSGP

23 Mar 2026

+₹5,000

SIP installment · SCGP

16 Mar 2026

+₹10,000

SIP installment · HCGP

09 Mar 2026

+₹5,000

SIP installment · BSGP

23 Feb 2026

+₹5,000

SIP installment · SCGP

16 Feb 2026

+₹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