Kapil Investment Advisory
K
All clients
M

Client portfolio

MOHANLAL JAIN

PAN AAFPJ8618Nsatc33@gmail.com9840035230

Annualised

+17.0%

XIRR

Current value

₹0
▲ 148.4% · +₹1.14 Cr
₹1.91 Cr today
Since 22 May 2018 · 138 transactions

Net invested

₹76.95 L

purchases − redemptions

Current value

₹1.91 Cr

Net gain

₹1.14 Cr

+148.4% absolute

Return (XIRR)

+17.0%

annualised

MF holdings

20

Allocation

₹1.91 Cr

total

CAMS74%
KFIN26%

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

138 total

Purchase · 361

21 Apr 2025

+₹1,49,993

Additional purchase · PUGP

03 Apr 2024

+₹1,49,993

New purchase · PUGP

21 Feb 2024

+₹4,99,975

Redemption · 036

15 Feb 2024

−₹10,65,034

Additional purchase · IBGP

17 Jul 2023

+₹1,99,990

Fresh purchase · IORG

10 Jul 2023

−₹8,342

Fresh purchase · IORG

10 Jul 2023

−₹3,69,852

Fresh purchase · IORG

10 Jul 2023

−₹58,879

New purchase · IBGP

21 Jun 2023

+₹1,49,993

Fresh purchase · EBRG

13 Jun 2023

−₹9,665

Fresh purchase · CFGP

13 Jun 2023

−₹1,37,432

New purchase · OFGP

10 Apr 2023

+₹99,995

Other products

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