Kshitiz Jain
#1732396 • Ghaziabad, UP
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Email
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Location
Ghaziabad, UP
DOB
2003-08-27
Profile
Male • Single
Total AUM
₹32.02 L
14 schemes
Invested
₹22.10 L
Cost basis
Current value
₹32.02 L
+44.90% vs cost
Unrealized P&L
+₹9.92 L
Profit
Portfolio holdings
14 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Bajaj Finserv Small Cap Fund-Reg(G) | 49933 | ₹5.00 L | ₹5.12 L | +2.37% |
| HDFC Flexi Cap Fund(G) | 1131 | ₹3.70 L | ₹3.69 L | -0.09% |
| ICICI Pru Value Fund(G) | 1492 | ₹3.30 L | ₹3.46 L | +4.66% |
| HDFC Focused Fund-Reg(G) | 1129 | ₹3.02 L | ₹3.13 L | +3.77% |
| HDFC Small Cap Fund-Reg(G) | 4455 | ₹3.00 L | ₹2.91 L | -2.87% |
| ICICI Pru Regular Gold Savings Fund(FOF)(G) | 14885 | ₹1.43 L | ₹1.85 L | +29.00% |
| ICICI Pru Silver ETF FOF(G) | 46215 | ₹1.40 L | ₹3.00 L | +113.97% |
| Axis Midcap Fund-Reg(G) | 13049 | ₹75.0 K | ₹1.16 L | +54.28% |
| HDFC ELSS Tax saver(G) | 1329 | ₹25.0 K | ₹26.2 K | +4.74% |
| Axis ELSS Tax Saver Fund-Reg(G) | 8408 | ₹25.0 K | ₹24.8 K | -0.61% |
| Kotak Global Emerging Market Overseas Equity Omni FOF(G) | 2047 | ₹0 | ₹11.2 K | +0.00% |
| DSP Nifty Smallcap250 Quality 50 Index Fund-Reg(G) | 48377 | ₹0 | ₹2.36 L | +0.00% |
| Mirae Asset Banking and Financial Services Fund-Reg(G) | 45174 | ₹0 | ₹3.23 L | +0.00% |
| 360 ONE Quant Fund-Reg(G) | 46015 | ₹0 | ₹1.50 L | +0.00% |
Recent transactions
10 entries
- Kotak Global Emerging Market Overseas Equity Omni FOF(G)Lump Sum Investment • 2026-03-19+₹11.1 K
- Kotak Global Emerging Market Overseas Equity Omni FOF(G)Lump Sum Investment • 2026-03-19+₹11.1 K
- Bajaj Finserv Small Cap Fund-Reg(G)Lump Sum Investment • 2026-03-19+₹25.0 K
- Axis Midcap Fund-Reg(G)Lump Sum Investment • 2026-03-19+₹20.0 K
- Bajaj Finserv Small Cap Fund-Reg(G)Lump Sum Investment • 2026-03-19+₹25.0 K
- Axis Midcap Fund-Reg(G)Lump Sum Investment • 2026-03-19+₹20.0 K
- Mirae Asset Banking and Financial Services Fund-Reg(G)Lump Sum Investment • 2026-03-18+₹3.00 L
- Mirae Asset Banking and Financial Services Fund-Reg(G)Lump Sum Investment • 2026-03-18+₹3.00 L
- DSP Nifty Smallcap250 Quality 50 Index Fund-Reg(G)Lump Sum Investment • 2026-02-23+₹11.1 K
- DSP Nifty Smallcap250 Quality 50 Index Fund-Reg(G)Lump Sum Investment • 2026-02-23+₹1.11 L
AI Analysis
Draft v1Kshitiz Jain holds ₹32.02 L across 14 schemes. Invested ₹22.10 L, currently ₹32.02 L (+44.90%). ✓ Strongest position: ICICI Pru Silver ETF FOF(G) at +114.0%. Room to discuss book-profit vs. hold.
Top schemes
By current value
- Bajaj Finserv Small Cap Fund-Reg(G)₹5.12 L+2.37%
- HDFC Flexi Cap Fund(G)₹3.69 L-0.09%
- ICICI Pru Value Fund(G)₹3.46 L+4.66%
- HDFC Focused Fund-Reg(G)₹3.13 L+3.77%
- HDFC Small Cap Fund-Reg(G)₹2.91 L-2.87%