All clients
J

Client portfolio

Jyoti Virwani

PAN BBWPJ6149Kvirwanikailash1@gmail.com+919080481135

Annualised

+12.6%

XIRR

Current value

₹0
173.1% · +₹5.71 L
₹9.01 L today
Since 05 Oct 2017 · 16 transactions

Net invested

₹3.30 L

purchases − redemptions

Current value

₹9.01 L

Net gain

₹5.71 L

+173.1% absolute

Return (XIRR)

+12.6%

annualised

MF holdings

2

Allocation

₹9.01 L

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

16 total

KYC (1st holder) · 215

10 Jan 2025

KYC (1st holder) · 215

16 Apr 2024

KYC (1st holder) · LEBFG

21 Feb 2024

KYC (1st holder) · 215

20 Feb 2024

KYC (1st holder) · LEBFG

01 Sept 2023

KYC (1st holder) · 215

31 Aug 2023

Folio update · LEBFG

10 Jul 2023

Folio update · 215

31 Aug 2020

Folio update · LEBFG

25 Aug 2020

Purchase · LEBFG

25 Jan 2018

+₹1,00,000

Nomination · 215

24 Jan 2018

Purchase · 215

24 Jan 2018

+₹1,50,000

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
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