All clients
B

Client portfolio

BHARAT KANKARIA

PAN BTJPB8579Gkbharatkankaria@gmail.com9176660612

Annualised

+8.0%

XIRR

Current value

₹0
220.5% · +₹2.59 L
₹3.76 L today
Since 15 Dec 2017 · 16 transactions

Net invested

₹1.17 L

purchases − redemptions

Current value

₹3.76 L

Net gain

₹2.59 L

+220.5% absolute

Return (XIRR)

+8.0%

annualised

MF holdings

3

Allocation

₹3.76 L

total

CAMS100%

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

16 total

KYC (1st holder) · 215

31 Mar 2024

Switch out · 215

10 May 2021

₹1,63,558

Switch out · LEBFG

07 May 2021

₹1,19,106

Redemption · 215

06 Sept 2019

₹50,000

Redemption · 219

06 Sept 2019

₹50,000

KYC validation · 215

20 Dec 2017

KYC (1st holder) · 215

20 Dec 2017

KYC (1st holder) · LEBFG

19 Dec 2017

Nomination · 215

19 Dec 2017

Folio update · 215

19 Dec 2017

Purchase · 215

19 Dec 2017

+₹2,00,000

Folio update · 215

19 Dec 2017

Other products

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

Bonds
Not connected yet
Fixed Deposits
Not connected yet
AIF
Not connected yet
Life Insurance
Not connected yet
Health Insurance
Not connected yet
Motor Insurance
Not connected yet