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Client portfolio

SHEETAL D SHAH

PAN AQMPS4762Mmaheshagencies@hotmail.com9840026926

Annualised

+4.2%

XIRR

Current value

₹0
129.3% · +₹25.9K
Since 18 May 2006 · 45 transactions

Net invested

₹20.0K

purchases − redemptions

Current value

₹45.9K

Net gain

₹25.9K

+129.3% absolute

Return (XIRR)

+4.2%

annualised

MF holdings

1

Allocation

₹45.9K

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

45 total

Folio update · 224

13 Mar 2026

Dividend payout · 224

13 Mar 2026

+₹0

Folio update · 224

19 Sept 2025

Dividend payout · 224

19 Sept 2025

+₹0

Dividend payout · 224

21 Mar 2025

+₹0

Folio update · 224

21 Mar 2025

Dividend payout · 224

23 Sept 2024

+₹2,444

Folio update · 224

21 Mar 2024

Folio update · 224

15 Mar 2024

Dividend payout · 224

15 Mar 2024

+₹0

Dividend payout · 224

25 Sept 2023

+₹0

Folio update · 224

25 Sept 2023

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
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Health Insurance
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Motor Insurance
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