Client portfolio

SUREKHA R MEHTA

PAN AACPM7141Arupesh.rmehta@gmail.com+919840216775

Annualised

+2.7%

XIRR

Current value

₹0

▲ 58.5% · +₹6.16 L

Since 27 Sept 2004 · 470 transactions

Net invested

₹10.53 L

purchases − redemptions

Current value

₹16.69 L

Net gain

₹6.16 L

+58.5% absolute

Return (XIRR)

+2.7%

annualised

MF holdings

Allocation

₹16.69 L

total

CAMS94%

KFIN6%

Mutual funds

Live from CAMS & KFintech

Live feed

Scheme

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

470 total

Direct switch · MMDP

25 Mar 2026

+₹425

Dividend payout · PRED

25 Mar 2026

+₹7,331

Dividend payout · MULD

25 Mar 2026

+₹337

Dividend payout · 200

13 Mar 2026

+₹16,465

Dividend payout · ACDPD

05 Mar 2026

+₹3,508

Dividend payout · 01

05 Mar 2026

+₹2,157

Dividend payout · MCOD

19 Feb 2026

+₹34,585

Dividend payout · CORD

12 Feb 2026

+₹2,025

Dividend payout · 41

12 Feb 2026

+₹2,690

Dividend payout · PRED

26 Dec 2025

+₹7,331

Dividend payout · MULD

26 Dec 2025

+₹337

Dividend payout · PRED

25 Sept 2025

+₹6,479

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

—Not connected yet

Health Insurance

—Not connected yet

Motor Insurance

—Not connected yet