All clients
A

Client portfolio

Anitha Jain

PAN AAEPA3371Nnavin_76@yahoo.com+919841018700

Annualised

+14.8%

XIRR

Current value

₹0
69.8% · +₹10.54 L
₹25.64 L today
Since 28 Nov 2017 · 160 transactions

Net invested

₹15.10 L

purchases − redemptions

Current value

₹25.64 L

Net gain

₹10.54 L

+69.8% absolute

Return (XIRR)

+14.8%

annualised

MF holdings

5

Allocation

₹25.64 L

total

CAMS58%
KFIN42%

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

160 total

Purchase · 340

21 May 2026

+₹10,000

SIP installment · MCRG

20 May 2026

+₹10,000

Purchase · 381

14 May 2026

+₹10,000

Purchase · 340

21 Apr 2026

+₹10,000

SIP installment · MCRG

20 Apr 2026

+₹10,000

Purchase · 381

15 Apr 2026

+₹10,000

Purchase · 340

23 Mar 2026

+₹10,000

SIP installment · MCRG

20 Mar 2026

+₹10,000

Purchase · 381

16 Mar 2026

+₹10,000

Purchase · 340

23 Feb 2026

+₹10,000

SIP installment · MCRG

20 Feb 2026

+₹10,000

Purchase · 381

16 Feb 2026

+₹10,000

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