S
Client portfolio
Shobha Srimali
PAN AAHPS1114Njksrimali27@gmail.com+919884182821
Annualised
+7.6%
XIRR
Current value
₹0Since 11 Nov 2021 · 138 transactions
Net invested
₹5.76 L
purchases − redemptions
Current value
₹6.47 L
Net gain
₹70.8K
+12.3% absolute
Return (XIRR)
+7.6%
annualised
MF holdings
6
Allocation
₹6.47 L
total
CAMS61%
KFIN39%
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
SIP installment · GFRG
08 Jun 2026
Purchase · 361
05 Jun 2026
SIP installment · SCGP
25 May 2026
SIP installment · MSRG
20 May 2026
Purchase · 108
15 May 2026
SIP installment · SCRG
11 May 2026
SIP installment · GFRG
07 May 2026
Purchase · 361
05 May 2026
SIP installment · SCGP
23 Apr 2026
SIP installment · MSRG
20 Apr 2026
Purchase · 108
15 Apr 2026
SIP installment · SCRG
10 Apr 2026
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