Sathish D
#1401246 • Chennai, TN
Mobile
8072007599
Email
dsathish0223@gmail.com
Location
Chennai, TN
DOB
1989-02-23
Profile
Male • Married
Total AUM
₹3.1 K
1 schemes
Invested
₹3.0 K
Cost basis
Current value
₹3.1 K
+3.65% vs cost
Unrealized P&L
+₹109.544
Profit
Portfolio holdings
1 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund-Reg(G) | 21520 | ₹3.0 K | ₹3.1 K | +3.65% |
Recent transactions
10 entries
- Parag Parikh Flexi Cap Fund-Reg(G)Lump Sum Investment • 2025-05-27+₹2.0 K
- Parag Parikh Flexi Cap Fund-Reg(G)Lump Sum Investment • 2025-05-27+₹2.0 K
- Parag Parikh Flexi Cap Fund-Reg(G)Lump Sum Investment • 2025-02-07+₹1.0 K
- Parag Parikh Flexi Cap Fund-Reg(G)Lump Sum Investment • 2025-02-07+₹1.0 K
- Mirae Asset Large & Midcap Fund-Reg(G)Mutual Fund Withdrawl • 2025-02-06−₹20.4 K
- Mirae Asset Large & Midcap Fund-Reg(G)Mutual Fund Withdrawl • 2025-02-06−₹20.4 K
- Mirae Asset Large & Midcap Fund-Reg(G)SIP Instalment • 2024-09-10+₹1.0 K
- Mirae Asset Large & Midcap Fund-Reg(G)SIP Instalment • 2024-09-10+₹1.0 K
- Mirae Asset Large & Midcap Fund-Reg(G)SIP Instalment • 2024-08-10+₹1.0 K
- Mirae Asset Large & Midcap Fund-Reg(G)SIP Instalment • 2024-08-10+₹1.0 K
AI Analysis
Draft v1Sathish D holds ₹3.1 K across 1 schemes. Invested ₹3.0 K, currently ₹3.1 K (+3.65%). ⚠ 2 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Parag Parikh Flexi Cap Fund-Reg(G)₹3.1 K+3.65%