All clients
N

Client portfolio

Nivedita Jaishankar

PAN AFUPN6623Fcjaishankar@yahoo.com+919841047751

Annualised

+12.2%

XIRR

Current value

₹0
3.0% · +₹2.5K
₹87.5K today
Since 06 Mar 2026 · 10 transactions

Net invested

₹85.0K

purchases − redemptions

Current value

₹87.5K

Net gain

₹2.5K

+3.0% absolute

Return (XIRR)

+12.2%

annualised

MF holdings

1

Allocation

₹87.5K

total

CAMS100%

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

10 total

KYC (1st holder) · 397

13 May 2026

Folio update · 397

06 May 2026

Switch in · 397

06 May 2026

Purchase · 397

27 Apr 2026

+₹-5,000

Purchase · 397

27 Apr 2026

+₹5,000

Purchase · 397

23 Mar 2026

+₹5,000

Folio update · 397

20 Mar 2026

Purchase · 397

06 Mar 2026

+₹74,996

Folio update · 397

06 Mar 2026

KYC (1st holder) · 397

06 Mar 2026

Other products

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

Bonds
Not connected yet
Fixed Deposits
Not connected yet
AIF
Not connected yet
Life Insurance
Not connected yet
Health Insurance
Not connected yet
Motor Insurance
Not connected yet