All clients
S

Client portfolio

Shweta Jain

PAN ACIPJ0867Gcaakjain@gmail.com+919841080512

Annualised

+16.0%

XIRR

Current value

₹0
148.2% · +₹20.30 L
₹34.00 L today
Since 19 Mar 2010 · 576 transactions

Net invested

₹13.70 L

purchases − redemptions

Current value

₹34.00 L

Net gain

₹20.30 L

+148.2% absolute

Return (XIRR)

+16.0%

annualised

MF holdings

5

Allocation

₹34.00 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

576 total

Purchase · 108

08 Jun 2026

+₹5,000

Purchase · 215

27 May 2026

+₹5,000

Purchase · 03G

22 May 2026

+₹5,000

Purchase · 123

12 May 2026

+₹5,000

Purchase · 108

06 May 2026

+₹5,000

Purchase · 215

27 Apr 2026

+₹-5,000

Purchase · 215

27 Apr 2026

+₹5,000

Purchase · 03G

22 Apr 2026

+₹5,000

Purchase · 123

13 Apr 2026

+₹5,000

Purchase · 108

07 Apr 2026

+₹5,000

Purchase · 215

27 Mar 2026

+₹5,000

Purchase · 03G

23 Mar 2026

+₹5,000

Other products

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

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