U
Client portfolio
URMILA H SHAH
PAN AASPS7242Jinfo@navakar.in9381030230
Annualised
+9.3%
XIRR
Current value
₹0Since 04 Oct 2017 · 282 transactions
Net invested
₹3.77 L
purchases − redemptions
Current value
₹6.23 L
Net gain
₹2.46 L
+65.1% absolute
Return (XIRR)
+9.3%
annualised
MF holdings
6
Allocation
₹6.23 L
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 · 108
08 Jun 2026
Purchase · 104
20 May 2026
Purchase · 123
15 May 2026
Purchase · 108
07 May 2026
Purchase · 104
20 Apr 2026
Purchase · 123
15 Apr 2026
Purchase · 108
07 Apr 2026
Purchase · 104
20 Mar 2026
Purchase · 123
16 Mar 2026
Purchase · 108
09 Mar 2026
Purchase · 104
20 Feb 2026
Purchase · 123
16 Feb 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