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Client portfolio

Preethi

PAN AAGPP8938Asatc33@gmail.com+919840053818

Annualised

+54.6%

XIRR

Current value

₹0
₹19.78 L today
Since 04 May 2022 · 18 transactions

Net invested

-₹7.83 L

purchases − redemptions

Current value

₹19.78 L

Net gain

cost basis mostly redeemed

Return (XIRR)

+54.6%

annualised

MF holdings

3

Allocation

₹19.78 L

total

CAMS100%

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

18 total

KYC (1st holder) · 420

23 Apr 2026

Purchase · 420

17 Apr 2026

+₹9,99,950

Nomination · 420

17 Apr 2026

Purchase · 3471

16 Apr 2026

+₹9,99,950

Redemption · 3471

12 Mar 2026

₹26,34,917

Redemption · 1815

12 Mar 2026

₹41,11,901

Purchase · 1815

28 Jan 2026

+₹29,99,850

Redemption · 3471

20 Jan 2026

₹31,36,153

Purchase · 1815

31 Dec 2025

+₹9,99,950

Purchase · 1815

24 Dec 2025

+₹-9,99,950

Purchase · 1815

24 Dec 2025

+₹9,99,950

Purchase · 3471

13 Nov 2025

+₹4,99,975

Other products

Bonds, FDs, AIFs & insurance — wiring pending Excel sync

Bonds
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Fixed Deposits
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AIF
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Life Insurance
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Health Insurance
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Motor Insurance
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