All clients
S

Client portfolio

Sunayna Jain

PAN ARUPS7569Pdipesh_jainsons@yahoo.co.in+919884048440

Annualised

+9.1%

XIRR

Current value

₹0
83.6% · +₹7.37 L
₹16.20 L today
Since 28 Mar 2006 · 640 transactions

Net invested

₹8.82 L

purchases − redemptions

Current value

₹16.20 L

Net gain

₹7.37 L

+83.6% absolute

Return (XIRR)

+9.1%

annualised

MF holdings

11

Allocation

₹16.20 L

total

CAMS60%
KFIN40%

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

640 total

Additional purchase · OFGP

05 Aug 2024

+₹74,996

Additional purchase · IBGP

05 Aug 2024

+₹74,996

Purchase · 340

05 Aug 2024

+₹49,998

KYC (1st holder) · 104

16 Apr 2024

KYC (1st holder) · 215

15 Apr 2024

KYC (joint 1) · 215

03 Nov 2023

New purchase · IBGP

21 Aug 2023

+₹49,998

New purchase · OFGP

14 Aug 2023

+₹49,998

Purchase · 123

02 May 2022

+₹49,998

Purchase · 104

02 May 2022

+₹49,998

Purchase · 340

02 May 2022

+₹49,998

Purchase · 215

02 May 2022

+₹49,998

Other products

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

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