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Client portfolio

S VENKATESAN

PAN ABQPV1100Kvengu_73@yahoo.com9840677666

Annualised

+16.2%

XIRR

Current value

₹0
115.4% · +₹14.77 L
₹27.57 L today
Since 02 May 2017 · 185 transactions

Net invested

₹12.80 L

purchases − redemptions

Current value

₹27.57 L

Net gain

₹14.77 L

+115.4% absolute

Return (XIRR)

+16.2%

annualised

MF holdings

4

Allocation

₹27.57 L

total

KFIN72%
CAMS28%

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

185 total

SIP installment · MCRG

20 May 2026

+₹10,000

SIP installment · OGGP

11 May 2026

+₹10,000

SIP installment · MCRG

20 Apr 2026

+₹10,000

SIP installment · OGGP

10 Apr 2026

+₹10,000

SIP installment · MCRG

20 Mar 2026

+₹10,000

SIP installment · OGGP

10 Mar 2026

+₹10,000

SIP installment · MCRG

20 Feb 2026

+₹10,000

KYC (1st holder) · 340

12 Feb 2026

SIP installment · OGGP

10 Feb 2026

+₹10,000

KYC (1st holder) · 340

30 Jan 2026

SIP installment · MCRG

20 Jan 2026

+₹10,000

SIP installment · OGGP

12 Jan 2026

+₹10,000

Other products

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

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Health Insurance
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