All clients
L

Client portfolio

Lalith Kumar Maheswari

PAN AABPL3989Jorienttraderschennai@gmail.com+919841044986

Annualised

+12.5%

XIRR

Current value

₹0
74.0% · +₹5.63 L
₹13.23 L today
Since 08 Jan 2018 · 158 transactions

Net invested

₹7.60 L

purchases − redemptions

Current value

₹13.23 L

Net gain

₹5.63 L

+74.0% absolute

Return (XIRR)

+12.5%

annualised

MF holdings

3

Allocation

₹13.23 L

total

CAMS100%

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

158 total

Purchase · 340

15 May 2026

+₹5,000

Purchase · 340

15 Apr 2026

+₹5,000

Purchase · 340

16 Mar 2026

+₹-5,000

Purchase · 340

16 Mar 2026

+₹5,000

Purchase · 340

17 Feb 2026

+₹5,000

Purchase · 340

16 Jan 2026

+₹5,000

Purchase · 340

16 Dec 2025

+₹5,000

Purchase · 340

17 Nov 2025

+₹5,000

Purchase · 340

15 Oct 2025

+₹5,000

Purchase · 340

15 Sept 2025

+₹-5,000

Purchase · 340

15 Sept 2025

+₹5,000

Purchase · 340

14 Aug 2025

+₹-5,000

Other products

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

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