Client portfolio

Rishab Gupta

PAN DHLPG5062Frarvindgupta@yahoo.co.in+919884490916

Annualised

-8.7%

XIRR

Current value

₹0

▼ 7.8% · −₹12.5K

Since 14 Jun 2024 · 44 transactions

Net invested

₹1.60 L

purchases − redemptions

Current value

₹1.47 L

Net gain

-₹12.5K

-7.8% absolute

Return (XIRR)

-8.7%

annualised

MF holdings

Allocation

₹1.47 L

total

CAMS54%

KFIN46%

Mutual funds

Live from CAMS & KFintech

Live feed

Scheme

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

44 total

SIP installment · DFGP

18 May 2026

+₹5,000

Purchase · 340

11 May 2026

+₹5,000

SIP installment · DFGP

20 Apr 2026

+₹5,000

Purchase · 340

10 Apr 2026

+₹5,000

SIP installment · DFGP

18 Mar 2026

+₹5,000

Purchase · 340

10 Mar 2026

+₹5,000

KYC (1st holder) · 340

06 Mar 2026

SIP installment · DFGP

18 Feb 2026

+₹5,000

Purchase · 340

10 Feb 2026

+₹5,000

SIP installment · DFGP

19 Jan 2026

+₹5,000

Purchase · 340

12 Jan 2026

+₹5,000

SIP installment · DFGP

18 Dec 2025

+₹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