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Client portfolio

Utkarsh Jain

PAN AJMPU4128Qutkarshjain77@gmail.com+919884474000

Annualised

+8.4%

XIRR

Current value

₹0
15.8% · +₹1.77 L
₹12.99 L today
Since 12 Oct 2021 · 170 transactions

Net invested

₹11.22 L

purchases − redemptions

Current value

₹12.99 L

Net gain

₹1.77 L

+15.8% absolute

Return (XIRR)

+8.4%

annualised

MF holdings

8

Allocation

₹12.99 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

170 total

Purchase · 17

26 May 2026

+₹5,000

Purchase · 397

20 May 2026

+₹5,000

Purchase · 340

18 May 2026

+₹10,000

Purchase · 17

28 Apr 2026

+₹5,000

Purchase · 397

21 Apr 2026

+₹5,000

Purchase · 340

16 Apr 2026

+₹10,000

Purchase · 17

27 Mar 2026

+₹5,000

Purchase · 397

23 Mar 2026

+₹5,000

Purchase · 397

20 Mar 2026

+₹10,000

Address update · 397

19 Mar 2026

Purchase · 340

17 Mar 2026

+₹10,000

Purchase · 17

26 Feb 2026

+₹5,000

Other products

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

Bonds
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Fixed Deposits
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Life Insurance
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Health Insurance
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Motor Insurance
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