H
Client portfolio
Harshita N Shah
PAN CSAPS1646E+919840709009
Annualised
+14.2%
XIRR
Current value
₹0Since 23 Mar 2016 · 1,183 transactions
Net invested
₹28.22 L
purchases − redemptions
Current value
₹53.95 L
Net gain
₹25.73 L
+91.2% absolute
Return (XIRR)
+14.2%
annualised
MF holdings
22
Allocation
₹53.95 L
total
CAMS79%
KFIN21%
Mutual funds
Live from CAMS & KFintech
Scheme
Click a fund to see its full transaction history.
Transaction history
Most recent activity from the RTA feed
Purchase · 340
29 May 2026
Purchase · ESG
26 May 2026
Purchase · 71
25 May 2026
Purchase · 108
25 May 2026
Purchase · 104
25 May 2026
Purchase · 215
22 May 2026
SIP installment · HCRG
21 May 2026
Purchase · 1023
21 May 2026
Purchase · 340
13 May 2026
Purchase · 340
28 Apr 2026
Purchase · ESG
27 Apr 2026
Purchase · 71
27 Apr 2026
Other products
Bonds, FDs, AIFs & insurance — wiring pending Excel sync
Bonds
—Not connected yetFixed Deposits
—Not connected yetAIF
—Not connected yetLife Insurance
—Not connected yetHealth Insurance
—Not connected yetMotor Insurance
—Not connected yet