Good Morning, Advisor
Tuesday, 21 April 2026
Book Summary
Total AUM
₹145.31 Cr
Clients at redemption risk
3
Opportunity targets
0
Likely to Redeem
Call these clients first — retention window is tight
- 01Jayavel Padmavathi#1629595Navi Liquid Fund-Reg(G) is down 99.9% from cost — current ₹20719 vs invested ₹3.38cr, holding is 100% of the portfolio100
- 02Jatinder Asija#50893Quant Manufacturing Fund-Reg(G) is down 15.1% from cost — current ₹1.07L vs invested ₹1.26L, holding is 100% of the portfolio99
- 03Vartul Katiyar#1678565Kotak Small Cap Fund(G) is down 15.1% from cost — current ₹18852 vs invested ₹22200, holding is 11% of the portfolio98
Likely to Invest
Idle cash, SIP top-ups, positive portfolio signals
No opportunities flagged today.
AMC & Fund Impact — today
News → industry → fund → client exposure
| # | AMC | Headline | Industry | Magnitude | Funds | Clients | AUM exposed | Source | |
|---|---|---|---|---|---|---|---|---|---|
| 01 | HDFC AMC | HDFC Bank Q4 miss drags financial-services funds | Banking & Financial | 74% | 6 | 312 | ₹184.20 Cr | Moneycontrol | |
| 02 | SBI MF | SBI Smallcap Fund reopens to lump-sum after 18 months | Asset Management | 62% | 1 | 87 | ₹48.90 Cr | Livemint | |
| 03 | ICICI Pru | ICICI Pru Tech Fund NAV up 4.2% on IT rally | Technology | 55% | 3 | 201 | ₹96.10 Cr | RSS / Business Standard | |
| 04 | Axis MF | Axis Small Cap Fund — exit load tweak effective May 1 | Asset Management | 31% | 1 | 42 | ₹17.40 Cr | AMC disclosure | |
| 05 | Nippon India | Nippon Pharma Fund: API sector concerns after USFDA alert | Pharma | 68% | 2 | 114 | ₹58.80 Cr | Reddit r/IndianStockMarket | |
| 06 | Kotak MF | Kotak Infra Fund benefits from Budget capex push | Infrastructure | 71% | 2 | 148 | ₹72.30 Cr | Livemint | |
| 07 | UTI MF | UTI Nifty Index Fund TER cut to 0.18% | Index / Passive | 22% | 1 | 220 | ₹124.50 Cr | AMC disclosure | |
| 08 | HDFC AMC | HDFC Balanced Advantage — equity tilt at 6-month low | Hybrid | 34% | 1 | 178 | ₹89.10 Cr | Monthly factsheet | |
| 09 | SBI MF | SBI Banking & PSU Debt yields climb on repo cut talk | Debt | 41% | 2 | 92 | ₹38.20 Cr | RSS / Mint | |
| 10 | ICICI Pru | ICICI Pru Value Discovery outperformance vs category 120 bps | Value / Flexi | 49% | 1 | 163 | ₹81.70 Cr | Morningstar |