Kapil Investment Advisory
K
All clients
N

Client portfolio

Namisha Mootha

PAN CUFPM4250Bmootha@datalite.in+919380501612

Annualised

+9.7%

XIRR

Current value

₹0
₹39.2K today
Since 08 Oct 2015 · 55 transactions

Net invested

-₹1.4K

purchases − redemptions

Current value

₹39.2K

Net gain

—

cost basis mostly redeemed

Return (XIRR)

+9.7%

annualised

MF holdings

3

Allocation

₹39.2K

total

KFIN79%
CAMS21%

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

55 total

KYC validation · 203

24 Jun 2022

KYC validation · 203

15 Jun 2021

KYC validation · 203

15 Jun 2021

Fresh purchase · LEGP

25 Jun 2019

−₹3,254

Fresh purchase · LEGP

25 Jun 2019

−₹3,277

Fresh purchase · LEGP

25 Jun 2019

−₹3,447

Fresh purchase · LEGP

25 Jun 2019

−₹3,659

Fresh purchase · LEGP

25 Jun 2019

−₹3,632

Fresh purchase · LEGP

25 Jun 2019

−₹3,888

Fresh purchase · LEGP

25 Jun 2019

−₹3,937

Fresh purchase · LEGP

25 Jun 2019

−₹3,700

Fresh purchase · LEGP

25 Jun 2019

−₹3,626

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