All clients
U

Client portfolio

Utkarsh Jain

PAN AJMPU4128Qutkarshjain77@gmail.com+919884474000

Annualised

+7.2%

XIRR

Current value

₹0
14.5% · +₹4.13 L
₹32.61 L today
Since 12 Oct 2021 · 305 transactions

Net invested

₹28.49 L

purchases − redemptions

Current value

₹32.61 L

Net gain

₹4.13 L

+14.5% absolute

Return (XIRR)

+7.2%

annualised

MF holdings

20

Allocation

₹32.61 L

total

KFIN60%
CAMS40%

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

305 total

SIP installment · DFGP

05 Jun 2026

+₹5,000

Purchase · 17

26 May 2026

+₹5,000

Purchase · 397

20 May 2026

+₹5,000

Purchase · 340

18 May 2026

+₹10,000

SIP installment · DFGP

05 May 2026

+₹5,000

Purchase · 17

28 Apr 2026

+₹5,000

Purchase · 397

21 Apr 2026

+₹5,000

Purchase · 340

16 Apr 2026

+₹10,000

SIP installment · DFGP

06 Apr 2026

+₹5,000

Purchase · 17

27 Mar 2026

+₹5,000

SIP installment · SCRG

25 Mar 2026

+₹10,000

Purchase · 397

23 Mar 2026

+₹5,000

Other products

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

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