S
Client portfolio
Sunita Agarwal
PAN CBOPS8153Hjplindia.jp@gmail.com+919385542464
Annualised
+1.2%
XIRR
Current value
₹0Since 22 Apr 2025 · 7 transactions
Net invested
₹10.00 L
purchases − redemptions
Current value
₹10.13 L
Net gain
₹13.1K
+1.3% absolute
Return (XIRR)
+1.2%
annualised
MF holdings
3
Allocation
₹10.13 L
total
CAMS100%
Mutual funds
Live from CAMS & KFintech
Scheme
Click a fund to see its full transaction history.
Transaction history
Most recent activity from the RTA feed
Switch in · 397
04 Nov 2025
Switch out · 82
03 Nov 2025
Switch in · 361
28 Jul 2025
Switch out · 82
25 Jul 2025
Folio update · 82
23 Apr 2025
Purchase · 82
23 Apr 2025
KYC (1st holder) · 82
22 Apr 2025
Other products
Bonds, FDs, AIFs & insurance — wiring pending Excel sync
Bonds
—Not connected yetFixed Deposits
—Not connected yetAIF
—Not connected yetLife Insurance
—Not connected yetHealth Insurance
—Not connected yetMotor Insurance
—Not connected yet