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Client portfolio

Shoba L Viswanathan

PAN BIIPS6781Hbhatvishy@yahoo.com+919840234469

Annualised

+4.5%

XIRR

Current value

₹0
Since 07 Jul 2005 · 28 transactions

Net invested

-₹36.1K

purchases − redemptions

Current value

₹0

Net gain

cost basis mostly redeemed

Return (XIRR)

+4.5%

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

28 total

Redemption · GFDPD

11 Apr 2025

₹71,521

Dividend payout · GFDPD

28 Feb 2025

+₹4,869

KYC (1st holder) · GFDPD

24 Dec 2024

Dividend payout · GFDPD

29 Feb 2024

+₹3,895

Dividend payout · GFDPD

02 Mar 2023

+₹3,246

Switch in · GFDPD

14 Jan 2022

+₹56,109

Switch out · TPD

14 Jan 2022

₹56,109

Dividend payout · TPD

10 Mar 2021

+₹4,014

Dividend payout · TPD

12 Mar 2020

+₹3,797

KYC (1st holder) · TPD

28 Jun 2019

KYC validation · TPD

28 Jun 2019

Folio update · TPD

27 Jun 2019

Other products

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

Bonds
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Fixed Deposits
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AIF
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Life Insurance
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Health Insurance
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Motor Insurance
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