Kapil Investment Advisory
K
All clients
S

Client portfolio

Shreyansh Jain

PAN KSEPS5508Bshreyansh15@gmail.com+917904026661

Annualised

+19.3%

XIRR

Current value

₹0
₹2.20 L today
Since 13 Jan 2020 · 236 transactions

Net invested

-₹28.8K

purchases − redemptions

Current value

₹2.20 L

Net gain

—

cost basis mostly redeemed

Return (XIRR)

+19.3%

annualised

MF holdings

2

Allocation

₹2.20 L

total

CAMS66%
KFIN34%

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

236 total

Fresh purchase · SCGP

28 Mar 2025

−₹2,128

Fresh purchase · SCGP

28 Mar 2025

−₹2,184

Fresh purchase · SCGP

28 Mar 2025

−₹2,339

Fresh purchase · SCGP

28 Mar 2025

−₹2,537

Fresh purchase · SCGP

28 Mar 2025

−₹2,480

Fresh purchase · SCGP

28 Mar 2025

−₹2,532

Fresh purchase · SCGP

28 Mar 2025

−₹2,613

Fresh purchase · SCGP

28 Mar 2025

−₹2,660

Fresh purchase · SCGP

28 Mar 2025

−₹2,833

Fresh purchase · SCGP

28 Mar 2025

−₹3,008

Fresh purchase · SCGP

28 Mar 2025

−₹3,188

Fresh purchase · SCGP

28 Mar 2025

−₹3,074

Other products

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

Bonds
—Not connected yet
Fixed Deposits
—Not connected yet
AIF
—Not connected yet
Life Insurance
—Not connected yet
Health Insurance
—Not connected yet
Motor Insurance
—Not connected yet