Kapil Investment Advisory
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Client portfolio

ANITA DANIEL

PAN ADQPA7254Fanitapradeep@gmail.com9840028225

Annualised

+12.7%

XIRR

Current value

₹0
₹61.97 L today
Since 19 Mar 2004 · 1,320 transactions

Net invested

₹1.96 L

purchases − redemptions

Current value

₹61.97 L

Net gain

—

cost basis mostly redeemed

Return (XIRR)

+12.7%

annualised

MF holdings

29

Allocation

₹61.97 L

total

CAMS70%
KFIN30%

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

1,320 total

Purchase · 361

26 May 2026

+₹14,999

SIP installment · IOGP

20 May 2026

+₹20,000

STP purchase · IOGP

19 May 2026

+₹6,535

Folio update · 209

18 May 2026

STP purchase · DFGP

15 May 2026

+₹19,923

STP redemption · ARGP

15 May 2026

−₹6,563

SIP installment · SCGP

14 May 2026

+₹15,000

Folio update · 209

14 May 2026

Switch in · 361

13 May 2026

+₹10,599

STP redemption · ARGP

13 May 2026

−₹20,000

STP purchase · IOGP

12 May 2026

+₹19,924

Folio update · 209

12 May 2026

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