All clients
S

Client portfolio

Sitaram Goenka

PAN AABPG4292Psrgfff@gmail.com+919840015647

Annualised

+16.6%

XIRR

Current value

₹0
98.4% · +₹7.70 L
₹15.52 L today
Since 28 Nov 2023 · 7 transactions

Net invested

₹7.82 L

purchases − redemptions

Current value

₹15.52 L

Net gain

₹7.70 L

+98.4% absolute

Return (XIRR)

+16.6%

annualised

MF holdings

2

Allocation

₹15.52 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

7 total

Folio update · 340

01 Aug 2025

Purchase · 340

01 Aug 2025

+₹14,99,925

KYC (1st holder) · 340

01 Aug 2025

Redemption · GFGPG

24 Jul 2025

₹27,17,440

KYC (1st holder) · GFGPG

29 Nov 2023

Nomination · GFGPG

28 Nov 2023

Purchase · GFGPG

28 Nov 2023

+₹19,99,900

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