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Client portfolio

SANGEETA JAIN

PAN APEPS8199Hfamily.statements@yahoo.com7418931057

Annualised

+6.1%

XIRR

Current value

₹0
14.9% · +₹2.61 L
₹20.07 L today
Since 28 Feb 2012 · 17 transactions

Net 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

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

17 total

Purchase · 864

07 May 2026

+₹19,97,850

Redemption · 864

07 May 2026

₹19,97,850

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

+₹17,66,864

KYC (1st holder) · 208

18 Oct 2023

Other products

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

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