P
Client portfolio
Prakash Moryani
PAN AGTPM7685Cprakashmoryani71@gmail.com+919840698330
Annualised
+6.7%
XIRR
Current value
₹0Since 20 Jan 2025 · 18 transactions
Net invested
₹2.43 L
purchases − redemptions
Current value
₹2.68 L
Net gain
₹24.6K
+10.1% absolute
Return (XIRR)
+6.7%
annualised
MF holdings
4
Allocation
₹2.68 L
total
CAMS62%
KFIN38%
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
Nomination · 17
01 Jan 2026
Folio update · 17
01 Jan 2026
Folio update · 340
29 Dec 2025
Nomination · 340
29 Dec 2025
Purchase · 361
20 Mar 2025
Purchase · 17
10 Mar 2025
Additional purchase · DFGP
05 Mar 2025
Purchase · 340
27 Feb 2025
Additional purchase · DFGP
21 Feb 2025
KYC (1st holder) · 17
24 Jan 2025
Purchase · 17
24 Jan 2025
KYC (joint 1) · 17
24 Jan 2025
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