A
Client portfolio
Ansh V Shah
PAN MSOPS2027Kinfo@navakar.in+918056200314
Annualised
+2.4%
XIRR
Current value
₹0Since 10 Jun 2024 · 49 transactions
Net invested
₹5.15 L
purchases − redemptions
Current value
₹5.23 L
Net gain
₹7.9K
+1.5% absolute
Return (XIRR)
+2.4%
annualised
MF holdings
5
Allocation
₹5.23 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
SIP installment · SCRG
20 May 2026
SIP installment · SCGP
12 May 2026
Purchase · 17
28 Apr 2026
KYC (1st holder) · 17
28 Apr 2026
Nomination · 17
28 Apr 2026
Folio update · 397
27 Apr 2026
Purchase · 397
27 Apr 2026
KYC (1st holder) · 397
24 Apr 2026
SIP installment · SCRG
20 Apr 2026
SIP installment · SCGP
13 Apr 2026
SIP installment · SCRG
20 Mar 2026
SIP installment · SCGP
12 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