Client portfolio

MONIKA S

PAN AZSPM8245Jdr.monikasekaran@gmail.com9566037338

Annualised

-2.5%

XIRR

Current value

₹0

▼ 4.5% · −₹8.2K

Since 08 Apr 2015 · 157 transactions

Net invested

₹1.84 L

purchases − redemptions

Current value

₹1.76 L

Net gain

-₹8.2K

-4.5% absolute

Return (XIRR)

-2.5%

annualised

MF holdings

Allocation

₹1.76 L

total

CAMS100%

Mutual funds

Live from CAMS & KFintech

Live feed

Scheme

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

157 total

Purchase · 183

02 Jun 2026

+₹5,000

Purchase · 273

11 May 2026

+₹2,000

Purchase · 183

04 May 2026

+₹5,000

Purchase · 273

10 Apr 2026

+₹2,000

Purchase · 183

06 Apr 2026

+₹5,000

Purchase · 273

10 Mar 2026

+₹2,000

Purchase · 183

02 Mar 2026

+₹5,000

Purchase · 273

10 Feb 2026

+₹2,000

Purchase · 183

02 Feb 2026

+₹5,000

Purchase · 273

12 Jan 2026

+₹2,000

Purchase · 183

02 Jan 2026

+₹5,000

Purchase · 273

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