All clients
J

Client portfolio

Jeevitha M

PAN ALBPJ3038Pjeevis99@gmail.com+919600067606

Annualised

+6.8%

XIRR

Current value

₹0
4.2% · +₹20.7K
₹5.16 L today
Since 09 Jan 2024 · 20 transactions

Net invested

₹4.95 L

purchases − redemptions

Current value

₹5.16 L

Net gain

₹20.7K

+4.2% absolute

Return (XIRR)

+6.8%

annualised

MF holdings

4

Allocation

₹5.16 L

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

20 total

Purchase · 397

05 Jun 2026

+₹5,000

Purchase · 397

05 May 2026

+₹5,000

Purchase · 397

06 Apr 2026

+₹5,000

Purchase · 397

05 Mar 2026

+₹5,000

Purchase · 397

05 Feb 2026

+₹5,000

Purchase · 397

05 Jan 2026

+₹5,000

Purchase · 397

05 Dec 2025

+₹5,000

Purchase · 397

06 Nov 2025

+₹5,000

Purchase · LEBFG

30 Oct 2025

+₹1,49,993

KYC (1st holder) · 17

23 Oct 2025

Purchase · 17

23 Oct 2025

+₹1,49,993

Nomination · 17

23 Oct 2025

Other products

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

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