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Client portfolio

Harshita N Shah

PAN CSAPS1646E+919840709009

Annualised

+12.0%

XIRR

Current value

₹0
54.6% · +₹15.10 L
₹42.73 L today
Since 28 Oct 2016 · 768 transactions

Net invested

₹27.63 L

purchases − redemptions

Current value

₹42.73 L

Net gain

₹15.10 L

+54.6% absolute

Return (XIRR)

+12.0%

annualised

MF holdings

15

Allocation

₹42.73 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

768 total

Purchase · 340

29 May 2026

+₹5,000

Purchase · ESG

26 May 2026

+₹5,000

Purchase · 71

25 May 2026

+₹4,000

Purchase · 108

25 May 2026

+₹5,000

Purchase · 104

25 May 2026

+₹5,000

Purchase · 215

22 May 2026

+₹5,000

Purchase · 1023

21 May 2026

+₹5,000

Purchase · 340

13 May 2026

+₹14,999

Purchase · 340

28 Apr 2026

+₹5,000

Purchase · ESG

27 Apr 2026

+₹5,000

Purchase · 71

27 Apr 2026

+₹4,000

Purchase · 104

24 Apr 2026

+₹5,000

Other products

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

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