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Client portfolio

Sapna Rai Shetty

PAN ABGPR1131Esapnarai@hotmail.com+919890656547

Annualised

+5.1%

XIRR

Current value

₹0
6.2% · +₹31.1K
₹5.31 L today
Since 24 Apr 2024 · 132 transactions

Net invested

₹5.00 L

purchases − redemptions

Current value

₹5.31 L

Net gain

₹31.1K

+6.2% absolute

Return (XIRR)

+5.1%

annualised

MF holdings

5

Allocation

₹5.31 L

total

KFIN61%
CAMS39%

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

132 total

SIP installment · SCGP

05 Jun 2026

+₹4,000

SIP installment · BSGP

29 May 2026

+₹4,000

SIP installment · HCGP

25 May 2026

+₹4,000

Purchase · 340

20 May 2026

+₹4,000

Purchase · 361

11 May 2026

+₹4,000

SIP installment · SCGP

05 May 2026

+₹4,000

SIP installment · BSGP

28 Apr 2026

+₹4,000

SIP installment · HCGP

27 Apr 2026

+₹4,000

Purchase · 340

20 Apr 2026

+₹4,000

Purchase · 361

10 Apr 2026

+₹4,000

SIP installment · SCGP

06 Apr 2026

+₹4,000

SIP installment · BSGP

30 Mar 2026

+₹4,000

Other products

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

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Fixed Deposits
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AIF
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Health Insurance
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Motor Insurance
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