P
Client portfolio
Preethi
PAN AAGPP8938Asatc33@gmail.com+919840053818
Annualised
+30.5%
XIRR
Current value
₹0Since 01 Aug 2008 · 68 transactions
Net invested
-₹11.59 L
purchases − redemptions
Current value
₹21.51 L
Net gain
—
cost basis mostly redeemed
Return (XIRR)
+30.5%
annualised
MF holdings
6
Allocation
₹21.51 L
total
CAMS92%
KFIN8%
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
KYC (1st holder) · 420
23 Apr 2026
Purchase · 420
17 Apr 2026
Nomination · 420
17 Apr 2026
Purchase · 3471
16 Apr 2026
Redemption · 3471
12 Mar 2026
Redemption · 1815
12 Mar 2026
Purchase · 1815
28 Jan 2026
Redemption · 3471
20 Jan 2026
Purchase · 1815
31 Dec 2025
Purchase · 1815
24 Dec 2025
Purchase · 1815
24 Dec 2025
Purchase · 3471
13 Nov 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