L
Client portfolio
Lalita Dave
PAN AAIPS2184Fjksrimali27@gmail.com+919884182821
Annualised
+4.6%
XIRR
Current value
₹0Since 30 May 2023 · 57 transactions
Net invested
₹1.36 L
purchases − redemptions
Current value
₹1.45 L
Net gain
₹8.7K
+6.4% absolute
Return (XIRR)
+4.6%
annualised
MF holdings
3
Allocation
₹1.45 L
total
CAMS51%
KFIN49%
Mutual funds
Live from CAMS & KFintech
Scheme
Click a fund to see its full transaction history.
Transaction history
Most recent activity from the RTA feed
Purchase · 361
08 Jun 2026
Purchase · 340
18 May 2026
Purchase · 361
07 May 2026
Purchase · 340
20 Apr 2026
Purchase · 361
07 Apr 2026
Purchase · 340
18 Mar 2026
Purchase · 361
09 Mar 2026
Purchase · 340
18 Feb 2026
Purchase · 361
09 Feb 2026
Purchase · 340
19 Jan 2026
Purchase · 361
07 Jan 2026
Purchase · 340
18 Dec 2025
Other products
Bonds, FDs, AIFs & insurance — wiring pending Excel sync
Bonds
—Not connected yetFixed Deposits
—Not connected yetAIF
—Not connected yetLife Insurance
—Not connected yetHealth Insurance
—Not connected yetMotor Insurance
—Not connected yet