Mutual Funds
|
 Insurance |
| Tax Return |
Personal Loans |
| #No | SIP Goal | Scheme | Installments | SIP Amount | Contribution Made | SIP Date | Action |
|---|
| #No | Scheme | Type | Date (YYYY-MM-DD) | Amount | Status |
|---|
| Category | Scheme Name | Folio | SubTrxn Type | Purchase Date | Units | Purchase Value |
|---|
| Category | SubCategory | Scheme | Folio | Type | Purchase Date | Bal Unit | Purchase NAV | Purchase Value | Current Value | Gain | xIRR | No.of Days |
|---|
| Category | SubCategory | Folio No. | Scheme | Purchase Date | Unit | Purchase Price | Purchase Amount | Sell Date | Sell Unit | Sell Price | Sell Amount | Gain/Loss | Days | Cap Gain Category |
|---|
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