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Client portfolio

Siddharth Jain

PAN AAEPJ1815Esiddharth666@gmail.com+919884030000

Annualised

+10.9%

XIRR

Current value

₹0
97.7% · +₹8.45 L
₹17.11 L today
Since 28 Mar 2006 · 832 transactions

Net invested

₹8.65 L

purchases − redemptions

Current value

₹17.11 L

Net gain

₹8.45 L

+97.7% absolute

Return (XIRR)

+10.9%

annualised

MF holdings

12

Allocation

₹17.11 L

total

CAMS57%
KFIN43%

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

832 total

KYC (joint 1) · 215

17 Dec 2024

SIP installment · IBGP

20 Sept 2024

+₹2,000

SIP installment · OFGP

18 Sept 2024

+₹3,000

Purchase · 123

16 Sept 2024

+₹2,000

SIP installment · IBGP

12 Sept 2024

+₹3,000

Address update · 157

12 Sept 2024

Address update · 104

12 Sept 2024

Address update · 123

12 Sept 2024

Address update · 340

12 Sept 2024

SIP installment · SCGP

11 Sept 2024

+₹1,000

Purchase · 340

11 Sept 2024

+₹3,000

SIP installment · OFGP

09 Sept 2024

+₹2,000

Other products

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

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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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