Kapil Investment Advisory
K
All clients
S

Client portfolio

Shweta Rahul Jain

PAN AENPJ6202Qsiddhujain@gmail.com+919845176999

Annualised

+4.5%

XIRR

Current value

₹0
▲ 6.6% · +₹99.7K
₹16.07 L today
Since 13 Oct 2023 · 100 transactions

Net invested

₹15.07 L

purchases − redemptions

Current value

₹16.07 L

Net gain

₹99.7K

+6.6% absolute

Return (XIRR)

+4.5%

annualised

MF holdings

9

Allocation

₹16.07 L

total

KFIN88%
CAMS12%

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

100 total

SIP installment · IOGP

25 Mar 2026

+₹20,000

SIP installment · MCGP

23 Mar 2026

+₹24,999

SIP installment · SCRG

19 Mar 2026

+₹12,499

SIP installment · DIGP

16 Mar 2026

+₹10,000

SIP installment · MSRG

12 Mar 2026

+₹12,499

SIP installment · SCRG

10 Mar 2026

+₹19,999

Purchase · 340

09 Mar 2026

+₹12,499

SIP installment · IOGP

25 Feb 2026

+₹19,999

SIP installment · MCGP

23 Feb 2026

+₹24,999

SIP installment · SCRG

19 Feb 2026

+₹12,499

SIP installment · DIGP

16 Feb 2026

+₹10,000

SIP installment · MSRG

12 Feb 2026

+₹12,499

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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