All clients
S

Client portfolio

Savita Gupta

PAN APCPS2091Eharshita@morulaa.com+917373177444

Annualised

-1.3%

XIRR

Current value

₹0
2.7% · ₹1.31 L
₹46.70 L today
Since 19 Jan 2017 · 397 transactions

Net invested

₹48.02 L

purchases − redemptions

Current value

₹46.70 L

Net gain

-₹1.31 L

-2.7% absolute

Return (XIRR)

-1.3%

annualised

MF holdings

11

Allocation

₹46.70 L

total

KFIN76%
CAMS24%

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

397 total

Purchase · LEBFG

14 May 2026

+₹19,999

SIP installment · MSRG

11 May 2026

+₹14,999

Purchase · LEBFG

15 Apr 2026

+₹19,999

SIP installment · MSRG

10 Apr 2026

+₹14,999

Purchase · LEBFG

16 Mar 2026

+₹19,999

SIP installment · MSRG

10 Mar 2026

+₹14,999

Purchase · LEBFG

16 Feb 2026

+₹19,999

SIP installment · MSRG

10 Feb 2026

+₹14,999

Address update · 17

06 Feb 2026

Purchase · 17

04 Feb 2026

+₹19,999

SIP installment · SCRG

27 Jan 2026

+₹14,999

Purchase · LEBFG

21 Jan 2026

+₹1,99,990

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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