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Client portfolio

Shobha Srimali

PAN AAHPS1114Njksrimali27@gmail.com+919884182821

Annualised

+10.8%

XIRR

Current value

₹0
21.9% · +₹71.3K
₹3.96 L today
Since 11 Nov 2021 · 86 transactions

Net invested

₹3.25 L

purchases − redemptions

Current value

₹3.96 L

Net gain

₹71.3K

+21.9% absolute

Return (XIRR)

+10.8%

annualised

MF holdings

2

Allocation

₹3.96 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

86 total

Purchase · 361

05 Jun 2026

+₹5,000

Purchase · 108

15 May 2026

+₹4,000

Purchase · 361

05 May 2026

+₹5,000

Purchase · 108

15 Apr 2026

+₹4,000

Purchase · 361

06 Apr 2026

+₹5,000

Purchase · 108

16 Mar 2026

+₹4,000

Purchase · 361

05 Mar 2026

+₹5,000

Purchase · 108

16 Feb 2026

+₹4,000

Purchase · 361

05 Feb 2026

+₹5,000

Purchase · 108

16 Jan 2026

+₹4,000

Purchase · 361

05 Jan 2026

+₹5,000

Purchase · 108

15 Dec 2025

+₹4,000

Other products

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

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