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Client portfolio

Savita Gupta

PAN APCPS2091Eharshita@morulaa.com+917373177444

Current value

₹0
10.2% · ₹1.28 L
₹11.29 L today
Since 19 Jan 2017 · 206 transactions

Net invested

₹12.57 L

purchases − redemptions

Current value

₹11.29 L

Net gain

-₹1.28 L

-10.2% absolute

Return (XIRR)

annualised

MF holdings

6

Allocation

₹11.29 L

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

206 total

Purchase · LEBFG

14 May 2026

+₹19,999

Purchase · LEBFG

15 Apr 2026

+₹19,999

Purchase · LEBFG

16 Mar 2026

+₹19,999

Purchase · LEBFG

16 Feb 2026

+₹19,999

Address update · 17

06 Feb 2026

Purchase · 17

04 Feb 2026

+₹19,999

Purchase · LEBFG

21 Jan 2026

+₹1,99,990

Purchase · 17

21 Jan 2026

+₹3,99,980

Purchase · LEBFG

14 Jan 2026

+₹19,999

KYC (1st holder) · 397

05 Jan 2026

Folio update · 397

05 Jan 2026

Purchase · 397

05 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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