All clients
A

Client portfolio

Ajit

PAN AIYPA9593Lajitnahtajain@gmail.com+919841315200

Annualised

+15.5%

XIRR

Current value

₹0
92.9% · +₹14.63 L
₹30.39 L today
Since 27 Nov 2017 · 326 transactions

Net invested

₹15.76 L

purchases − redemptions

Current value

₹30.39 L

Net gain

₹14.63 L

+92.9% absolute

Return (XIRR)

+15.5%

annualised

MF holdings

3

Allocation

₹30.39 L

total

CAMS66%
KFIN34%

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

326 total

Purchase · 215

05 Jun 2026

+₹10,000

SIP installment · MCRG

20 May 2026

+₹5,000

SIP installment · EBRG

11 May 2026

+₹5,000

Purchase · 215

05 May 2026

+₹10,000

SIP installment · MCRG

20 Apr 2026

+₹5,000

SIP installment · EBRG

10 Apr 2026

+₹5,000

Purchase · 215

06 Apr 2026

+₹10,000

SIP installment · MCRG

20 Mar 2026

+₹5,000

SIP installment · EBRG

10 Mar 2026

+₹5,000

Purchase · 215

05 Mar 2026

+₹10,000

SIP installment · MCRG

20 Feb 2026

+₹5,000

SIP installment · EBRG

10 Feb 2026

+₹5,000

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