Kapil Investment Advisory
K
All clients
R

Client portfolio

RAMESH RAJMAL SHAH

PAN AAHPS0576L

Annualised

+4.5%

XIRR

Current value

₹0
▲ 86.3% · +₹1.34 L
₹2.89 L today
Since 01 Jan 2008 · 19 transactions

Net invested

₹1.55 L

purchases − redemptions

Current value

₹2.89 L

Net gain

₹1.34 L

+86.3% absolute

Return (XIRR)

+4.5%

annualised

MF holdings

2

Allocation

₹2.89 L

total

KFIN100%

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

19 total

Direct switch · IADP

17 Oct 2025

+₹11,352

Direct switch · IADP

25 Oct 2024

+₹12,625

Direct switch · IADP

03 Nov 2023

+₹8,354

Direct switch · IADP

11 Nov 2022

+₹6,935

Direct switch · IADP

29 Jun 2021

+₹5,683

Direct switch · IADP

11 Mar 2020

+₹1,945

Direct switch · IADP

16 Sept 2019

+₹1,866

Direct switch · IADP

18 Mar 2019

+₹1,021

Direct switch · IADP

11 Sept 2018

+₹1,005

Direct switch · IADP

25 Apr 2017

+₹1,117

Direct switch · IADP

12 Sept 2016

+₹1,095

Direct switch · IADP

18 Mar 2016

+₹2,091

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