G
Client portfolio
Geetha Mani
PAN AGKPM6429Mgmat26btm@gmail.com+919448385010
Annualised
+12.5%
XIRR
Current value
₹0Since 27 Jan 2017 · 43 transactions
Net invested
₹13.25 L
purchases − redemptions
Current value
₹27.89 L
Net gain
₹14.65 L
+110.5% absolute
Return (XIRR)
+12.5%
annualised
MF holdings
7
Allocation
₹27.89 L
total
CAMS78%
KFIN22%
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
Additional purchase · ESGP
17 Feb 2025
New purchase · ESGP
12 Jun 2024
Purchase · 223
21 Dec 2023
Additional purchase · TPGP
19 Dec 2023
New purchase · TPGP
07 Dec 2022
Purchase · 223
04 Feb 2022
Purchase · 223
30 Jun 2021
Purchase · 223
31 Mar 2021
Purchase · 223
22 Mar 2021
Folio update · 110
19 Mar 2021
Folio update · 223
12 Mar 2021
KYC (1st holder) · LEBFG
21 Jul 2020
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