All clients
S

Client portfolio

Sreedharan Rengasamy

PAN AGRPR4120Ksreedharan79@gmail.com+919884622991

Annualised

+10.7%

XIRR

Current value

₹0
20.2% · +₹37.3K
₹2.21 L today
Since 08 Sept 2021 · 81 transactions

Net invested

₹1.84 L

purchases − redemptions

Current value

₹2.21 L

Net gain

₹37.3K

+20.2% absolute

Return (XIRR)

+10.7%

annualised

MF holdings

3

Allocation

₹2.21 L

total

CAMS97%
KFIN3%

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

81 total

Purchase · 361

09 Jun 2026

+₹5,000

Purchase · 361

11 May 2026

+₹5,000

Purchase · 215

11 May 2026

+₹2,000

Purchase · 215

10 Apr 2026

+₹2,000

Purchase · 361

09 Apr 2026

+₹5,000

Purchase · 361

10 Mar 2026

+₹5,000

Purchase · 215

10 Mar 2026

+₹2,000

Purchase · 361

10 Feb 2026

+₹5,000

Purchase · 215

10 Feb 2026

+₹2,000

Purchase · 215

12 Jan 2026

+₹2,000

Purchase · 361

09 Jan 2026

+₹5,000

Purchase · 215

10 Dec 2025

+₹2,000

Other products

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

Bonds
Not connected yet
Fixed Deposits
Not connected yet
AIF
Not connected yet
Life Insurance
Not connected yet
Health Insurance
Not connected yet
Motor Insurance
Not connected yet