Client portfolio
SANGEETA JAIN
Annualised
+6.1%
XIRR
Current value
₹0Net invested
₹17.46 L
purchases − redemptions
Current value
₹20.07 L
Net gain
₹2.61 L
+14.9% absolute
Return (XIRR)
+6.1%
annualised
MF holdings
4
Allocation
₹20.07 L
total
Mutual funds
Live from CAMS & KFintech
Click a fund to see its full transaction history.
Transaction history
Most recent activity from the RTA feed
Purchase · 864
07 May 2026
Redemption · 864
07 May 2026
KYC (joint 1) · 208
26 Mar 2026
KYC (1st holder) · 208
18 Mar 2026
KYC (1st holder) · 208
17 Dec 2024
KYC (joint 1) · 208
15 Dec 2024
KYC (1st holder) · 208
02 Jun 2024
KYC (joint 1) · 208
02 Jun 2024
Folio update · 208
05 Apr 2024
Folio update · 208
03 Apr 2024
Purchase · 864
26 Mar 2024
KYC (1st holder) · 208
18 Oct 2023
Other products
Bonds, FDs, AIFs & insurance — wiring pending Excel sync