S
Client portfolio
Sarah Shruti Mokashi
PAN DQCPS2809Qsarahmokashi@gmail.com+919884711892
Annualised
+9.4%
XIRR
Current value
₹0Since 18 Apr 2024 · 18 transactions
Net invested
₹45.0K
purchases − redemptions
Current value
₹51.6K
Net gain
₹6.6K
+14.7% absolute
Return (XIRR)
+9.4%
annualised
MF holdings
2
Allocation
₹51.6K
total
CAMS100%
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
Switch in · 361
08 Apr 2025
Folio update · 361
08 Apr 2025
Purchase · 361
26 Mar 2025
Folio update · 361
26 Mar 2025
Folio update · 361
25 Mar 2025
Folio update · 361
25 Mar 2025
KYC (1st holder) · 361
21 Mar 2025
Purchase · 192G
17 Mar 2025
Address update · 192G
12 Mar 2025
Purchase · 192G
17 Feb 2025
Purchase · 192G
15 Jan 2025
Purchase · 192G
16 Dec 2024
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