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Client portfolio

SUNITA JAIN

PAN AMBPS1353Finv@akjain.co9841080512

Annualised

+14.9%

XIRR

Current value

₹0
90.6% · +₹15.17 L
₹31.92 L today
Since 20 Jun 2016 · 335 transactions

Net invested

₹16.75 L

purchases − redemptions

Current value

₹31.92 L

Net gain

₹15.17 L

+90.6% absolute

Return (XIRR)

+14.9%

annualised

MF holdings

4

Allocation

₹31.92 L

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

335 total

SIP installment · SCGP

05 Jun 2026

+₹5,000

SIP installment · EBRG

21 May 2026

+₹5,000

SIP installment · SCGP

05 May 2026

+₹5,000

SIP installment · EBRG

21 Apr 2026

+₹5,000

SIP installment · SCGP

06 Apr 2026

+₹5,000

SIP installment · EBRG

23 Mar 2026

+₹5,000

SIP installment · SCGP

05 Mar 2026

+₹5,000

SIP installment · EBRG

23 Feb 2026

+₹5,000

SIP installment · SCGP

05 Feb 2026

+₹5,000

SIP installment · EBRG

21 Jan 2026

+₹5,000

SIP installment · SCGP

05 Jan 2026

+₹5,000

SIP installment · EBRG

22 Dec 2025

+₹5,000

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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