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R

Client portfolio

Rajshree Maheshwari

PAN ADOPR3474Jpvkm66@gmail.com+919444067989

Annualised

+7.0%

XIRR

Current value

₹0
7.2% · +₹4.96 L
₹73.61 L today
Since 08 Nov 2024 · 127 transactions

Net invested

₹68.65 L

purchases − redemptions

Current value

₹73.61 L

Net gain

₹4.96 L

+7.2% absolute

Return (XIRR)

+7.0%

annualised

MF holdings

8

Allocation

₹73.61 L

total

KFIN53%
CAMS47%

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

127 total

SIP installment · SCRG

27 Mar 2026

+₹1,34,993

Purchase · LEBFG

20 Mar 2026

+₹1,29,994

Purchase · 129B

16 Mar 2026

+₹1,14,994

Purchase · 129B

16 Mar 2026

+₹-1,14,994

Purchase · 17

09 Mar 2026

+₹1,19,994

SIP installment · SCRG

27 Feb 2026

+₹1,34,993

Purchase · LEBFG

20 Feb 2026

+₹1,29,994

Purchase · 129B

16 Feb 2026

+₹1,14,994

Purchase · 17

09 Feb 2026

+₹1,19,994

SIP installment · SCRG

27 Jan 2026

+₹1,34,993

Purchase · LEBFG

21 Jan 2026

+₹1,29,994

Purchase · 129B

14 Jan 2026

+₹1,14,994

Other products

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

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Fixed Deposits
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Life Insurance
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Health Insurance
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