Anjana Asija
#107257 • West Delhi, ND
Mobile
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Email
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Location
West Delhi, ND
DOB
1972-02-07
Profile
Female • Married
Total AUM
₹11.84 L
5 schemes
Invested
₹11.91 L
Cost basis
Current value
₹11.84 L
-0.56% vs cost
Unrealized P&L
−₹6.6 K
Loss
Portfolio holdings
5 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| DSP Aggressive Hybrid Fund-Reg(G) | 635 | ₹5.06 L | ₹4.90 L | -3.12% |
| Franklin India Multi-Factor Fund(G) | 50269 | ₹2.00 L | ₹1.94 L | -2.81% |
| HDFC Value Fund-Reg(G) | 1112 | ₹1.70 L | ₹1.87 L | +9.73% |
| Quant Momentum Fund-Reg(G) | 48334 | ₹1.60 L | ₹1.55 L | -3.23% |
| Aditya Birla SL Liquid Fund(G) | 293 | ₹1.55 L | ₹1.58 L | +2.18% |
Recent transactions
10 entries
- HDFC Value Fund-Reg(G)SIP Instalment • 2026-01-12+₹10.0 K
- HDFC Value Fund-Reg(G)SIP Instalment • 2026-01-12+₹10.0 K
- Franklin India Liquid Fund-Super Inst(G)Mutual Fund Withdrawl • 2026-01-01−₹2.65 L
- Franklin India Liquid Fund-Super Inst(G)Mutual Fund Withdrawl • 2026-01-01−₹2.65 L
- Aditya Birla SL Liquid Fund(G)Mutual Fund Withdrawl • 2025-12-31−₹50.0 K
- Aditya Birla SL Liquid Fund(G)Mutual Fund Withdrawl • 2025-12-31−₹50.0 K
- HDFC Value Fund-Reg(G)SIP Instalment • 2025-12-11+₹10.0 K
- HDFC Value Fund-Reg(G)SIP Instalment • 2025-12-11+₹10.0 K
- Aditya Birla SL Liquid Fund(G)Mutual Fund Withdrawl • 2025-11-27−₹3.00 L
- Aditya Birla SL Liquid Fund(G)Mutual Fund Withdrawl • 2025-11-27−₹3.00 L
AI Analysis
Draft v1Anjana Asija holds ₹11.84 L across 5 schemes. Invested ₹11.91 L, currently ₹11.84 L (-0.56%). ⚠ 6 withdrawals in recent history — monitor retention.
Top schemes
By current value
- DSP Aggressive Hybrid Fund-Reg(G)₹4.90 L-3.12%
- Franklin India Multi-Factor Fund(G)₹1.94 L-2.81%
- HDFC Value Fund-Reg(G)₹1.87 L+9.73%
- Quant Momentum Fund-Reg(G)₹1.55 L-3.23%
- Aditya Birla SL Liquid Fund(G)₹1.58 L+2.18%