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R

Client portfolio

R PREETHA

PAN AWTPP3647Hpreetharajanmsw@gmail.com9840775924

Annualised

+8.9%

XIRR

Current value

₹0
250.6% · +₹1.67 L
₹2.34 L today
Since 10 Jul 2009 · 71 transactions

Net invested

₹66.7K

purchases − redemptions

Current value

₹2.34 L

Net gain

₹1.67 L

+250.6% absolute

Return (XIRR)

+8.9%

annualised

MF holdings

2

Allocation

₹2.34 L

total

CAMS100%

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

71 total

KYC (1st holder) · 034

15 Mar 2023

KYC (1st holder) · 018G

15 Mar 2023

Redemption · 034

05 Aug 2020

₹1,27,342

KYC (1st holder) · 018G

30 Jul 2020

Purchase · 034

23 Sept 2019

+₹3,000

Purchase · 034

20 Aug 2019

+₹3,000

Purchase · 034

22 Jul 2019

+₹3,000

Purchase · 034

20 Jun 2019

+₹3,000

Purchase · 034

20 May 2019

+₹3,000

Purchase · 034

22 Apr 2019

+₹3,000

Purchase · 034

20 Mar 2019

+₹3,000

Purchase · 034

20 Feb 2019

+₹3,000

Other products

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

Bonds
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Fixed Deposits
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Life Insurance
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Motor Insurance
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