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Client portfolio

SHIKHA JAIN

PAN AKFPJ1086Jneelamnameet@gmail.com9884233696

Annualised

+4.5%

XIRR

Current value

₹0
₹26.4K today
Since 11 Nov 2016 · 70 transactions

Net invested

-₹3.3K

purchases − redemptions

Current value

₹26.4K

Net gain

cost basis mostly redeemed

Return (XIRR)

+4.5%

annualised

MF holdings

3

Allocation

₹26.4K

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

70 total

Purchase · 397

18 May 2026

+₹5,000

Purchase · 397

16 Apr 2026

+₹5,000

Purchase · 397

16 Mar 2026

+₹5,000

Purchase · 397

17 Feb 2026

+₹5,000

Folio update · 397

19 Jan 2026

Purchase · 397

09 Jan 2026

+₹5,000

Folio update · 397

09 Jan 2026

Folio update · 397

09 Jan 2026

KYC (joint 1) · 397

07 Jan 2026

KYC (1st holder) · 397

07 Jan 2026

Redemption · 219

19 Apr 2021

₹43,596

Redemption · 036

19 Apr 2021

₹45,687

Other products

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

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Life Insurance
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