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Client portfolio

SURESH K JAIN

PAN ARGPS4942Lbsteels@eth.net9841070604

Annualised

-1.1%

XIRR

Current value

₹0
43.9% · ₹37.4K
₹47.9K today
Since 07 Aug 2009 · 464 transactions

Net invested

₹85.3K

purchases − redemptions

Current value

₹47.9K

Net gain

-₹37.4K

-43.9% absolute

Return (XIRR)

-1.1%

annualised

MF holdings

3

Allocation

₹47.9K

total

KFIN100%
CAMS0%

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

464 total

KYC (1st holder) · 200

13 Feb 2025

Fresh purchase · GFDP

30 Apr 2019

₹3,926

Fresh purchase · GFDP

30 Apr 2019

₹439

Fresh purchase · GFDP

30 Apr 2019

₹568

Direct switch · GFDP

18 Mar 2019

+₹432

Direct switch · GFDP

19 Mar 2018

+₹615

Redemption · 272

16 Mar 2018

₹1,11,664

Redemption · 200

16 Mar 2018

₹1,09,286

SIP installment · GFDP

12 Mar 2018

+₹5,000

Fresh purchase · GFDP

12 Mar 2018

₹4,717

Fresh purchase · GFDP

12 Mar 2018

₹4,773

Fresh purchase · GFDP

12 Mar 2018

₹5,008

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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