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Client portfolio

SANGEETA GUPTA

PAN AOVPS0473Amamta_31@hotmail.com9444027018

Annualised

+7.8%

XIRR

Current value

₹0
₹5.32 L today
Since 12 Sept 2003 · 265 transactions

Net invested

-₹1.68 L

purchases − redemptions

Current value

₹5.32 L

Net gain

cost basis mostly redeemed

Return (XIRR)

+7.8%

annualised

MF holdings

10

Allocation

₹5.32 L

total

CAMS100%

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

265 total

Purchase · 340

05 Jun 2026

+₹10,000

Purchase · 361

20 May 2026

+₹10,000

Purchase · 340

05 May 2026

+₹10,000

Purchase · 361

20 Apr 2026

+₹10,000

Purchase · 340

06 Apr 2026

+₹10,000

Purchase · 361

20 Mar 2026

+₹10,000

Purchase · 340

05 Mar 2026

+₹10,000

Purchase · 361

20 Feb 2026

+₹10,000

Purchase · 340

05 Feb 2026

+₹10,000

Purchase · 361

20 Jan 2026

+₹10,000

Purchase · 340

05 Jan 2026

+₹10,000

Purchase · 361

22 Dec 2025

+₹10,000

Other products

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

Bonds
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Life Insurance
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Health Insurance
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