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Client portfolio

SUMEET JAIN

PAN AVCPS6593Dsumeet432@gmail.com9445281714

Annualised

-3.0%

XIRR

Current value

₹0
16.9% · ₹22.7K
₹1.12 L today
Since 21 Nov 2007 · 130 transactions

Net invested

₹1.34 L

purchases − redemptions

Current value

₹1.12 L

Net gain

-₹22.7K

-16.9% absolute

Return (XIRR)

-3.0%

annualised

MF holdings

3

Allocation

₹1.12 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

130 total

Purchase · 340

15 May 2026

+₹5,000

Purchase · 340

15 Apr 2026

+₹5,000

Purchase · 340

16 Mar 2026

+₹5,000

Purchase · 340

16 Feb 2026

+₹5,000

KYC (1st holder) · 340

23 Jan 2026

KYC (1st holder) · 340

22 Jan 2026

Fresh purchase · PUGP

21 Jan 2026

₹4,633

Fresh purchase · PUGP

21 Jan 2026

₹4,559

Fresh purchase · PUGP

21 Jan 2026

₹3,794

Purchase · 340

16 Jan 2026

+₹5,000

Purchase · 340

15 Dec 2025

+₹5,000

Purchase · 340

17 Nov 2025

+₹5,000

Other products

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

Bonds
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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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