U
Client portfolio
URMILA H SHAH
PAN AASPS7242Jinfo@navakar.in9381030230
Annualised
+6.9%
XIRR
Current value
₹0Since 04 Oct 2017 · 290 transactions
Net invested
₹6.63 L
purchases − redemptions
Current value
₹8.88 L
Net gain
₹2.25 L
+33.9% absolute
Return (XIRR)
+6.9%
annualised
MF holdings
7
Allocation
₹8.88 L
total
CAMS70%
KFIN30%
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