Bhakti Raghavendra Umarji
#1096827 • Pune, MA
Mobile
—
Email
—
Location
Pune, MA
DOB
—
Profile
Female • Married
Total AUM
₹8.43 L
5 schemes
Invested
₹5.83 L
Cost basis
Current value
₹8.43 L
+44.51% vs cost
Unrealized P&L
+₹2.60 L
Profit
Portfolio holdings
5 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| SBI Contra Fund-Reg(G) | 2809 | ₹4.36 L | ₹6.96 L | +59.50% |
| Nippon India Growth Mid Cap Fund(G) | 2573 | ₹57.0 K | ₹57.9 K | +1.54% |
| Axis Large Cap Fund-Reg(G) | 8250 | ₹31.5 K | ₹31.1 K | -1.30% |
| Kotak Flexicap Fund(G) | 7874 | ₹31.5 K | ₹31.5 K | -0.06% |
| HSBC Midcap Fund-Reg(G) | 611 | ₹27.0 K | ₹26.6 K | -1.53% |
Recent transactions
10 entries
- Nippon India Growth Mid Cap Fund(G)SIP Instalment • 2026-01-06+₹3.0 K
- Nippon India Growth Mid Cap Fund(G)SIP Instalment • 2026-01-06+₹3.0 K
- Axis Large Cap Fund-Reg(G)SIP Instalment • 2026-01-05+₹3.5 K
- Axis Large Cap Fund-Reg(G)SIP Instalment • 2026-01-05+₹3.5 K
- Kotak Flexicap Fund(G)SIP Instalment • 2026-01-05+₹3.5 K
- HSBC Midcap Fund-Reg(G)SIP Instalment • 2026-01-05+₹3.0 K
- Kotak Flexicap Fund(G)SIP Instalment • 2026-01-05+₹3.5 K
- HSBC Midcap Fund-Reg(G)SIP Instalment • 2026-01-05+₹3.0 K
- HDFC Balanced Advantage Fund(IDCW)Mutual Fund Withdrawl • 2025-12-19−₹15.27 L
- HDFC Balanced Advantage Fund(IDCW)Mutual Fund Withdrawl • 2025-12-19−₹15.27 L
AI Analysis
Draft v1Bhakti Raghavendra Umarji holds ₹8.43 L across 5 schemes. Invested ₹5.83 L, currently ₹8.43 L (+44.51%). ✓ Strongest position: SBI Contra Fund-Reg(G) at +59.5%. Room to discuss book-profit vs. hold. ⚠ 2 withdrawals in recent history — monitor retention.
Top schemes
By current value
- SBI Contra Fund-Reg(G)₹6.96 L+59.50%
- Nippon India Growth Mid Cap Fund(G)₹57.9 K+1.54%
- Axis Large Cap Fund-Reg(G)₹31.1 K-1.30%
- Kotak Flexicap Fund(G)₹31.5 K-0.06%
- HSBC Midcap Fund-Reg(G)₹26.6 K-1.53%