Kapil Investment Advisory
K
All clients
R

Client portfolio

Rakesh Kumar P

PAN AKBPK2308Jrakeshpmutha@gmail.com+919844050083

Annualised

+10.5%

XIRR

Current value

₹0
▲ 109.2% · +₹86.06 L
₹1.65 Cr today
Since 09 Dec 2014 · 498 transactions

Net invested

₹78.79 L

purchases − redemptions

Current value

₹1.65 Cr

Net gain

₹86.06 L

+109.2% absolute

Return (XIRR)

+10.5%

annualised

MF holdings

16

Allocation

₹1.65 Cr

total

CAMS75%
KFIN25%

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

498 total

Fresh purchase · PUGP

17 Nov 2025

−₹8,75,962

Redemption · HEORG

17 Nov 2025

−₹10,10,549

KYC (1st holder) · ACGPG

07 Oct 2025

Purchase · 340

12 May 2025

+₹14,999

Address update · 340

07 May 2025

SIP installment · OFGP

25 Apr 2025

+₹14,999

SIP installment · IBGP

21 Apr 2025

+₹14,999

SIP installment · HCGP

21 Apr 2025

+₹14,999

Purchase · 340

11 Apr 2025

+₹14,999

SIP installment · OFGP

25 Mar 2025

+₹14,999

SIP installment · HCGP

21 Mar 2025

+₹14,999

SIP installment · IBGP

18 Mar 2025

+₹14,999

Other products

Bonds, FDs, AIFs & insurance — wiring pending Excel sync

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