S
Client portfolio
SANGEETA GUPTA
PAN AOVPS0473Amamta_31@hotmail.com9444027018
Annualised
+7.8%
XIRR
Current value
₹0Since 12 Sept 2003 · 499 transactions
Net invested
₹11.1K
purchases − redemptions
Current value
₹9.08 L
Net gain
—
cost basis mostly redeemed
Return (XIRR)
+7.8%
annualised
MF holdings
13
Allocation
₹9.08 L
total
CAMS59%
KFIN41%
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 · 340
05 Jun 2026
Purchase · 361
20 May 2026
SIP installment · MOGP
15 May 2026
SIP installment · PUGP
12 May 2026
SIP installment · IBGP
11 May 2026
Purchase · 340
05 May 2026
Purchase · 361
20 Apr 2026
SIP installment · MOGP
15 Apr 2026
SIP installment · PUGP
13 Apr 2026
SIP installment · IBGP
10 Apr 2026
Purchase · 340
06 Apr 2026
Purchase · 361
20 Mar 2026
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