Kapil Investment Advisory
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All clients
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Client portfolio

KAVITHA

PAN AAIPK5542M

Annualised

+1.7%

XIRR

Current value

₹0
▲ 39.1% · +₹28.1K
₹99.8K today
Since 01 Mar 2016 · 21 transactions

Net invested

₹71.8K

purchases − redemptions

Current value

₹99.8K

Net gain

₹28.1K

+39.1% absolute

Return (XIRR)

+1.7%

annualised

MF holdings

1

Allocation

₹99.8K

total

KFIN100%

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

21 total

Fresh purchase · TSGP

25 Mar 2021

−₹1,27,178

Fresh purchase · TSDP

10 Aug 2020

−₹67,127

Dividend payout · TSDP

10 Jan 2020

+₹807

Dividend payout · TSDP

13 Nov 2019

+₹807

Redemption · TSDP

06 May 2019

−₹53,914

Dividend payout · TSDP

26 Sept 2018

+₹2,631

Dividend payout · TSDP

26 Jun 2018

+₹3,947

New purchase · TSGP

23 Mar 2018

+₹1,20,000

Dividend payout · TSDP

14 Mar 2018

+₹4,458

Dividend payout · TSDP

28 Dec 2017

+₹4,458

Dividend payout · TSDP

29 Sept 2017

+₹4,458

Dividend payout · TSDP

30 Jun 2017

+₹4,458

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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