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Client portfolio

PRATHIK JAIN

PAN BDWPP8822Mprathikjain31@gmail.com9840071301

Annualised

+17.1%

XIRR

Current value

₹0
128.5% · +₹8.39 L
₹14.92 L today
Since 27 Sept 2017 · 335 transactions

Net invested

₹6.53 L

purchases − redemptions

Current value

₹14.92 L

Net gain

₹8.39 L

+128.5% absolute

Return (XIRR)

+17.1%

annualised

MF holdings

9

Allocation

₹14.92 L

total

CAMS70%
KFIN30%

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

335 total

SIP installment · DFGP

05 Jun 2026

+₹7,000

SIP installment · BSGP

25 May 2026

+₹3,000

SIP installment · PUGP

20 May 2026

+₹3,000

SIP installment · SCGP

11 May 2026

+₹6,000

SIP installment · DFGP

05 May 2026

+₹7,000

SIP installment · BSGP

27 Apr 2026

+₹3,000

SIP installment · PUGP

20 Apr 2026

+₹3,000

SIP installment · SCGP

10 Apr 2026

+₹6,000

SIP installment · DFGP

06 Apr 2026

+₹7,000

SIP installment · BSGP

25 Mar 2026

+₹3,000

SIP installment · PUGP

20 Mar 2026

+₹3,000

SIP installment · SCGP

10 Mar 2026

+₹6,000

Other products

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

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