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Client portfolio

Shoba L Viswanathan

PAN BIIPS6781Hbhatvishy@yahoo.com+919840234469

Annualised

+3.8%

XIRR

Current value

₹0
Since 07 Jul 2005 · 42 transactions

Net invested

-₹66.4K

purchases − redemptions

Current value

₹0

Net gain

cost basis mostly redeemed

Return (XIRR)

+3.8%

annualised

MF holdings

2

Allocation

₹0

total

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

42 total

Redemption · GFDPD

11 Apr 2025

₹71,521

Dividend payout · GFDPD

28 Feb 2025

+₹4,869

KYC (1st holder) · GFDPD

24 Dec 2024

Switch out · PSDP

25 Jul 2024

₹79,375

Dividend payout · GFDPD

29 Feb 2024

+₹3,895

Dividend payout · PSDP

16 Feb 2024

+₹5,161

Dividend payout · GFDPD

02 Mar 2023

+₹3,246

Dividend payout · PSDP

10 Feb 2023

+₹3,389

Dividend payout · PSDP

11 Feb 2022

+₹1,825

Switch in · GFDPD

14 Jan 2022

+₹56,109

Switch out · TPD

14 Jan 2022

₹56,109

Dividend payout · TPD

10 Mar 2021

+₹4,014

Other products

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

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