All clients
N

Client portfolio

Nupur A Shah

PAN CDYPN5699Finfo@navakar.in+919381086092

Annualised

+18.7%

XIRR

Current value

₹0
72.2% · +₹4.49 L
₹10.70 L today
Since 04 Oct 2017 · 133 transactions

Net invested

₹6.21 L

purchases − redemptions

Current value

₹10.70 L

Net gain

₹4.49 L

+72.2% absolute

Return (XIRR)

+18.7%

annualised

MF holdings

10

Allocation

₹10.70 L

total

KFIN62%
CAMS38%

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

133 total

SIP installment · PUGP

11 May 2026

+₹10,000

SIP installment · IOGP

11 May 2026

+₹10,000

SIP installment · DIGP

11 May 2026

+₹5,000

KYC (1st holder) · 17

28 Apr 2026

KYC (1st holder) · 17

28 Apr 2026

Nomination · 17

28 Apr 2026

Purchase · 17

28 Apr 2026

+₹99,995

SIP installment · BSGP

27 Apr 2026

+₹5,000

Purchase · 421

27 Apr 2026

+₹49,998

Purchase · 420

27 Apr 2026

+₹49,998

Purchase · 340

27 Apr 2026

+₹99,995

Purchase · 397

27 Apr 2026

+₹99,995

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
Not connected yet
Motor Insurance
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