Client portfolio

SHLOKA SRIDHAR MAHESHWARI

No PAN on file

Annualised

+44.7%

XIRR

Current value

₹0

▲ 63.3% · +₹9.53 L

Since 04 Nov 2024 · 69 transactions

Net invested

₹15.05 L

purchases − redemptions

Current value

₹24.57 L

Net gain

₹9.53 L

+63.3% absolute

Return (XIRR)

+44.7%

annualised

MF holdings

Allocation

₹24.57 L

total

KFIN59%

CAMS41%

Mutual funds

Live from CAMS & KFintech

Live feed

Scheme

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

69 total

SIP installment · DFGP

12 May 2025

+₹25,000

SIP installment · DFGP

06 May 2025

+₹15,000

SIP installment · DFGP

05 May 2025

+₹25,000

SIP installment · DFGP

29 Apr 2025

+₹14,999

SIP installment · DFGP

28 Apr 2025

+₹24,999

SIP installment · SCGP

25 Apr 2025

+₹24,999

SIP installment · DFGP

22 Apr 2025

+₹14,999

SIP installment · SCGP

21 Apr 2025

+₹24,999

SIP installment · DFGP

21 Apr 2025

+₹24,999

SIP installment · DFGP

15 Apr 2025

+₹14,999

SIP installment · DFGP

15 Apr 2025

+₹24,999

SIP installment · SCGP

11 Apr 2025

+₹24,999

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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