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Client portfolio

Neena Goenka

PAN AALPG6154Egoenkaneena@gmail.com+919892326443

Annualised

+15.2%

XIRR

Current value

₹0
77.6% · +₹27.14 L
₹62.14 L today
Since 23 Nov 2021 · 642 transactions

Net invested

₹35.00 L

purchases − redemptions

Current value

₹62.14 L

Net gain

₹27.14 L

+77.6% absolute

Return (XIRR)

+15.2%

annualised

MF holdings

11

Allocation

₹62.14 L

total

CAMS64%
KFIN36%

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

642 total

New purchase · DFGP

05 Sept 2025

+₹99,995

New purchase · SCGP

05 Sept 2025

+₹1,99,990

Purchase · 17

04 Sept 2025

+₹1,99,990

KYC (1st holder) · 17

04 Sept 2025

Nomination · 17

04 Sept 2025

Folio update · 108

11 Jul 2024

STP purchase · MCGP

30 May 2023

+₹3,659

STP redemption · USGP

29 May 2023

₹3,660

STP purchase · HCRG

25 May 2023

+₹2,690

STP redemption · LPIG

24 May 2023

₹2,690

STP purchase · MCGP

23 May 2023

+₹10,000

STP redemption · USGP

22 May 2023

₹10,000

Other products

Bonds, FDs, AIFs & insurance — wiring pending Excel sync

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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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