U
Client portfolio
Urvashi Jain
PAN CJCPJ5665Hnciswitchgears@gmail.com+919841720172
Annualised
+0.8%
XIRR
Current value
₹0Since 21 May 2024 · 10 transactions
Net invested
₹6.00 L
purchases − redemptions
Current value
₹6.09 L
Net gain
₹9.3K
+1.6% absolute
Return (XIRR)
+0.8%
annualised
MF holdings
5
Allocation
₹6.09 L
total
KFIN56%
CAMS44%
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
KYC (1st holder) · 286
31 Jan 2025
Nomination · 340
30 Dec 2024
Purchase · 340
30 Dec 2024
KYC (1st holder) · 340
30 Dec 2024
New purchase · DFGP
24 Dec 2024
Purchase · 286
13 Aug 2024
KYC (1st holder) · 286
13 Aug 2024
Nomination · 286
13 Aug 2024
New purchase · PUGP
09 Aug 2024
New purchase · SCGP
21 May 2024
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