All clients
D

Client portfolio

Dinesh Lakshmanan

PAN ACCPL9746Jdineshlakshmanan79@gmail.com+919940650603

Annualised

+48.4%

XIRR

Current value

₹0
₹5.0K today
Since 30 May 2022 · 9 transactions

Net invested

-₹1.2K

purchases − redemptions

Current value

₹5.0K

Net gain

cost basis mostly redeemed

Return (XIRR)

+48.4%

annualised

MF holdings

2

Allocation

₹5.0K

total

KFIN100%
CAMS0%

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

9 total

KYC (1st holder) · 340

17 Dec 2024

Redemption · 340

13 Jul 2023

₹6,203

Folio update · 340

17 Jun 2022

Switch in · 340

17 Jun 2022

Folio update · 340

31 May 2022

KYC (1st holder) · 340

30 May 2022

Purchase · 340

30 May 2022

+₹5,000

Nomination · 340

30 May 2022

KYC validation · 340

30 May 2022

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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