P
Client portfolio
PRERANA SANJAY MEHTA
PAN AAJPM4773FSANJAY-MEHTA1@HOTMAIL.COM9840036531
Annualised
+4.7%
XIRR
Current value
₹0Since 28 Mar 2005 · 453 transactions
Net invested
₹42.29 L
purchases − redemptions
Current value
₹49.82 L
Net gain
₹7.53 L
+17.8% absolute
Return (XIRR)
+4.7%
annualised
MF holdings
23
Allocation
₹49.82 L
total
CAMS73%
KFIN27%
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
Switch in · 361
08 Jun 2026
Folio update · 209
08 Jun 2026
STP purchase · SCRG
04 Jun 2026
Switch in · 397
04 Jun 2026
Switch out · 209
04 Jun 2026
STP redemption · LPIG
03 Jun 2026
Switch in · 381
03 Jun 2026
Switch in · 361
02 Jun 2026
Switch out · 209
02 Jun 2026
Switch out · 209
01 Jun 2026
STP purchase · SCRG
29 May 2026
Switch in · 397
29 May 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