All clients
S

Client portfolio

Suresh Bhansali

PAN AAEPB7290Hsureshsbhansali@gmail.com+919840373455

Annualised

+15.2%

XIRR

Current value

₹0
171.5% · +₹1.47 Cr
₹2.33 Cr today
Since 05 May 2011 · 1,132 transactions

Net invested

₹85.92 L

purchases − redemptions

Current value

₹2.33 Cr

Net gain

₹1.47 Cr

+171.5% absolute

Return (XIRR)

+15.2%

annualised

MF holdings

29

Allocation

₹2.33 Cr

total

CAMS52%
KFIN48%

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

1,132 total

SIP installment · DIGP

05 Jun 2026

+₹10,000

Purchase · 397

26 May 2026

+₹10,000

SIP installment · HCRG

20 May 2026

+₹10,000

Purchase · 215

15 May 2026

+₹10,000

SIP installment · EBRG

11 May 2026

+₹10,000

Purchase · 203

11 May 2026

+₹5,000

Folio update · 203

08 May 2026

Purchase · 397

04 May 2026

+₹10,000

SIP installment · DIGP

30 Apr 2026

+₹10,000

SIP installment · DFGP

30 Apr 2026

+₹10,000

Folio update · 397

30 Apr 2026

SIP installment · HCRG

20 Apr 2026

+₹10,000

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