L
Client portfolio
Lalita Dave
PAN AAIPS2184Fjksrimali27@gmail.com+919884182821
Annualised
+7.3%
XIRR
Current value
₹0Since 17 Jul 2025 · 31 transactions
Net invested
₹71.5K
purchases − redemptions
Current value
₹73.9K
Net gain
₹2.4K
+3.3% absolute
Return (XIRR)
+7.3%
annualised
MF holdings
2
Allocation
₹73.9K
total
CAMS100%
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
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