Raghvendra Vedvyas Umarji
#1096821 • Pune, MA
Mobile
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Email
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Location
Pune, MA
DOB
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Profile
Male • Married
Total AUM
₹13.26 L
5 schemes
Invested
₹8.90 L
Cost basis
Current value
₹13.26 L
+48.97% vs cost
Unrealized P&L
+₹4.36 L
Profit
Portfolio holdings
5 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Kotak Midcap Fund-Reg(G) | 1977 | ₹4.39 L | ₹6.91 L | +57.48% |
| ICICI Pru Large Cap Fund(G) | 4980 | ₹1.96 L | ₹3.08 L | +57.35% |
| Axis ELSS Tax Saver Fund-Reg(G) | 8408 | ₹1.50 L | ₹1.82 L | +21.33% |
| SBI Contra Fund-Reg(G) | 2809 | ₹1.04 L | ₹1.43 L | +37.24% |
| ICICI Pru Liquid Fund(G) | 1659 | ₹1.0 K | ₹1.4 K | +39.42% |
Recent transactions
10 entries
- Kotak Midcap Fund-Reg(G)Mutual Fund Withdrawl • 2025-04-25−₹5.25 L
- Kotak Midcap Fund-Reg(G)Mutual Fund Withdrawl • 2025-04-25−₹5.25 L
- Axis Small Cap Fund-Reg(G)Mutual Fund Withdrawl • 2025-04-25−₹28.3 K
- Axis Small Cap Fund-Reg(G)Mutual Fund Withdrawl • 2025-04-25−₹28.3 K
- SBI Contra Fund-Reg(G)Mutual Fund Withdrawl • 2024-06-19−₹3.50 L
- SBI Contra Fund-Reg(G)Mutual Fund Withdrawl • 2024-06-19−₹3.50 L
- Quant Aggressive Hybrid Fund(G)Mutual Fund Withdrawl • 2024-06-19−₹1.42 L
- Quant Aggressive Hybrid Fund(G)Mutual Fund Withdrawl • 2024-06-19−₹1.42 L
- UTI Nifty 50 Index Fund-Reg(G)Mutual Fund Withdrawl • 2024-06-19−₹1.28 L
- UTI Nifty 50 Index Fund-Reg(G)Mutual Fund Withdrawl • 2024-06-19−₹1.28 L
AI Analysis
Draft v1Raghvendra Vedvyas Umarji holds ₹13.26 L across 5 schemes. Invested ₹8.90 L, currently ₹13.26 L (+48.97%). ✓ Strongest position: Kotak Midcap Fund-Reg(G) at +57.5%. Room to discuss book-profit vs. hold. ⚠ 10 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Kotak Midcap Fund-Reg(G)₹6.91 L+57.48%
- ICICI Pru Large Cap Fund(G)₹3.08 L+57.35%
- Axis ELSS Tax Saver Fund-Reg(G)₹1.82 L+21.33%
- SBI Contra Fund-Reg(G)₹1.43 L+37.24%
- ICICI Pru Liquid Fund(G)₹1.4 K+39.42%