All clients
S

Client portfolio

Sumit Kumar

PAN BYXPS5468Lsumitjn251@gmail.com+919840413247

Annualised

+11.7%

XIRR

Current value

₹0
25.0% · +₹1.2K
Since 03 Jun 2024 · 7 transactions

Net invested

₹5.0K

purchases − redemptions

Current value

₹6.2K

Net gain

₹1.2K

+25.0% absolute

Return (XIRR)

+11.7%

annualised

MF holdings

1

Allocation

₹6.2K

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

7 total

KYC (1st holder) · 340

17 Dec 2024

Folio update · 340

26 Jun 2024

Switch in · 340

26 Jun 2024

Folio update · 340

06 Jun 2024

KYC (1st holder) · 340

03 Jun 2024

Nomination · 340

03 Jun 2024

Purchase · 340

03 Jun 2024

+₹5,000

Other products

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

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Health Insurance
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