Client portfolio

Dipesh Jain

PAN AAEPJ1814Fdipesh_jainsons@yahoo.co.in+919884048440

Annualised

+9.7%

XIRR

Current value

₹0

▲ 78.0% · +₹6.47 L

Since 28 Mar 2006 · 928 transactions

Net invested

₹8.29 L

purchases − redemptions

Current value

₹14.76 L

Net gain

₹6.47 L

+78.0% absolute

Return (XIRR)

+9.7%

annualised

MF holdings

Allocation

₹14.76 L

total

CAMS66%

KFIN34%

Mutual funds

Live from CAMS & KFintech

Live feed

Scheme

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

928 total

SIP installment · OFGP

20 Sept 2024

+₹2,000

SIP installment · LEGP

18 Sept 2024

+₹1,000

SIP installment · MOGP

18 Sept 2024

+₹4,000

Purchase · 123

16 Sept 2024

+₹2,000

SIP installment · OFGP

12 Sept 2024

+₹3,000

Address update · 157

12 Sept 2024

Address update · 104

12 Sept 2024

Address update · 123

12 Sept 2024

Address update · 340

12 Sept 2024

Purchase · 340

11 Sept 2024

+₹3,000

SIP installment · IBGP

09 Sept 2024

+₹2,000

SIP installment · MOGP

05 Sept 2024

+₹1,000

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

—Not connected yet

Health Insurance

—Not connected yet

Motor Insurance

—Not connected yet