T
Client portfolio
Teena Jain
PAN ACMPT9561Dnciswitchgears@gmail.com+919841720172
Annualised
+3.5%
XIRR
Current value
₹0Since 07 May 2024 · 8 transactions
Net invested
₹6.00 L
purchases − redemptions
Current value
₹6.47 L
Net gain
₹47.2K
+7.9% absolute
Return (XIRR)
+3.5%
annualised
MF holdings
3
Allocation
₹6.47 L
total
CAMS71%
KFIN29%
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
New purchase · PUGP
25 Jun 2024
Purchase · 381
25 Jun 2024
KYC (1st holder) · 361
14 Jun 2024
KYC (1st holder) · 361
28 May 2024
KYC (1st holder) · 361
24 May 2024
KYC (1st holder) · 361
07 May 2024
Nomination · 361
07 May 2024
Purchase · 361
07 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