Manpreet Kaur Rupal
#1717483 • Gautam Buddha Nagar, UP
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Email
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Location
Gautam Buddha Nagar, UP
DOB
1978-06-28
Profile
Female • Married
Total AUM
₹1.43 L
3 schemes
Invested
₹1.20 L
Cost basis
Current value
₹1.43 L
+19.05% vs cost
Unrealized P&L
+₹22.9 K
Profit
Portfolio holdings
3 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Canara Rob Large Cap Fund-Reg(G) | 8217 | ₹42.0 K | ₹49.9 K | +18.84% |
| HDFC Balanced Advantage Fund(G) | 1273 | ₹42.0 K | ₹50.1 K | +19.24% |
| Nippon India Growth Mid Cap Fund(G) | 2573 | ₹36.0 K | ₹42.9 K | +19.06% |
Recent transactions
10 entries
- Canara Rob Large Cap Fund-Reg(G)Lump Sum Investment • 2026-03-09+₹3.5 K
- Canara Rob Large Cap Fund-Reg(G)Lump Sum Investment • 2026-03-09+₹3.5 K
- HDFC Balanced Advantage Fund(G)Lump Sum Investment • 2026-03-09+₹3.5 K
- HDFC Balanced Advantage Fund(G)Lump Sum Investment • 2026-03-09+₹3.5 K
- Nippon India Growth Mid Cap Fund(G)Lump Sum Investment • 2026-03-09+₹3.0 K
- Nippon India Growth Mid Cap Fund(G)Lump Sum Investment • 2026-03-09+₹3.0 K
- Canara Rob Large Cap Fund-Reg(G)Lump Sum Investment • 2026-02-09+₹3.5 K
- Canara Rob Large Cap Fund-Reg(G)Lump Sum Investment • 2026-02-09+₹3.5 K
- Nippon India Growth Mid Cap Fund(G)Lump Sum Investment • 2026-02-09+₹3.0 K
- HDFC Balanced Advantage Fund(G)Lump Sum Investment • 2026-02-09+₹3.5 K
AI Analysis
Draft v1Manpreet Kaur Rupal holds ₹1.43 L across 3 schemes. Invested ₹1.20 L, currently ₹1.43 L (+19.05%). ✓ Strongest position: HDFC Balanced Advantage Fund(G) at +19.2%. Room to discuss book-profit vs. hold.
Top schemes
By current value
- Canara Rob Large Cap Fund-Reg(G)₹49.9 K+18.84%
- HDFC Balanced Advantage Fund(G)₹50.1 K+19.24%
- Nippon India Growth Mid Cap Fund(G)₹42.9 K+19.06%