U
Client portfolio
Urvashi Jain
PAN CJCPJ5665Hnciswitchgears@gmail.com+919841720172
Annualised
+4.1%
XIRR
Current value
₹0Since 13 Aug 2024 · 7 transactions
Net invested
₹2.50 L
purchases − redemptions
Current value
₹2.67 L
Net gain
₹16.6K
+6.6% absolute
Return (XIRR)
+4.1%
annualised
MF holdings
2
Allocation
₹2.67 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
KYC (1st holder) · 286
31 Jan 2025
Nomination · 340
30 Dec 2024
Purchase · 340
30 Dec 2024
KYC (1st holder) · 340
30 Dec 2024
Purchase · 286
13 Aug 2024
KYC (1st holder) · 286
13 Aug 2024
Nomination · 286
13 Aug 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