All clients
S

Client portfolio

Sitaram Goenka

PAN AABPG4292Psrgfff@gmail.com+919840015647

Annualised

+14.3%

XIRR

Current value

₹0
₹31.04 L today
Since 01 Jan 2008 · 30 transactions

Net invested

-₹19.98 L

purchases − redemptions

Current value

₹31.04 L

Net gain

cost basis mostly redeemed

Return (XIRR)

+14.3%

annualised

MF holdings

3

Allocation

₹31.04 L

total

CAMS50%
KFIN50%

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

30 total

Fresh purchase · SCGP

09 Jan 2026

₹13,49,803

Fresh purchase · GFGP

09 Jan 2026

₹14,32,816

Fresh purchase · OFGP

09 Jan 2026

₹14,70,937

Fresh purchase · IBGP

09 Jan 2026

₹16,35,777

Fresh purchase · HCGP

09 Jan 2026

₹14,84,566

Fresh purchase · SCRG

09 Jan 2026

₹15,59,048

Fresh purchase · MSRG

09 Jan 2026

₹18,74,120

Folio update · 340

01 Aug 2025

Purchase · 340

01 Aug 2025

+₹14,99,925

KYC (1st holder) · 340

01 Aug 2025

New purchase · MCGP

30 Jul 2025

+₹14,99,925

Fresh purchase · BSGP

24 Jul 2025

₹14,29,383

Other products

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

Bonds
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Fixed Deposits
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AIF
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Life Insurance
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Health Insurance
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Motor Insurance
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