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Client portfolio

Harish S Jitani

PAN AAJPJ6248Eharishjitani@hotmail.com+919841014863

Annualised

+8.7%

XIRR

Current value

₹0
18.9% · +₹99.8K
₹6.27 L today
Since 21 Apr 2022 · 51 transactions

Net invested

₹5.27 L

purchases − redemptions

Current value

₹6.27 L

Net gain

₹99.8K

+18.9% absolute

Return (XIRR)

+8.7%

annualised

MF holdings

4

Allocation

₹6.27 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

51 total

Purchase · 001RG

09 Apr 2026

+₹1,49,993

Nomination · 001RG

09 Apr 2026

KYC (1st holder) · 001RG

09 Apr 2026

Redemption · 223

17 Mar 2026

₹1,23,067

SIP installment · SCGP

02 May 2025

+₹10,000

SIP installment · DFGP

02 May 2025

+₹10,000

New purchase · SCGP

22 Apr 2025

+₹1,99,990

Address update · 223

08 Apr 2025

Purchase · 223

21 Mar 2025

+₹7,500

Purchase · 223

20 Feb 2025

+₹7,500

KYC (1st holder) · 223

31 Jan 2025

Purchase · 223

21 Jan 2025

+₹7,500

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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