Kumara gurubaran Shanmugham
#1755327 • Athaibah, ATHAIBAH
Mobile
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Email
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Location
Athaibah, ATHAIBAH
DOB
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Profile
Male • Married
Total AUM
₹7.44 Cr
10 schemes
Invested
₹2.62 Cr
Cost basis
Current value
₹7.44 Cr
+183.72% vs cost
Unrealized P&L
+₹4.82 Cr
Profit
Portfolio holdings
10 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| DSP Large & Mid Cap Fund-Reg(G) | 716 | ₹79.94 L | ₹1.98 Cr | +147.27% |
| Aditya Birla SL Large Cap Fund-Reg(G) | 447 | ₹55.95 L | ₹1.24 Cr | +122.19% |
| Franklin India Small Cap Fund(G) | 952 | ₹50.79 L | ₹1.48 Cr | +190.48% |
| HDFC Small Cap Fund-Reg(G) | 4455 | ₹38.90 L | ₹1.24 Cr | +219.05% |
| HDFC Value Fund-Reg(G) | 1112 | ₹25.13 L | ₹68.10 L | +171.04% |
| HDFC Hybrid Equity Fund(G) | 1311 | ₹7.35 L | ₹16.79 L | +128.26% |
| HDFC Balanced Advantage Fund(G) | 1273 | ₹4.26 L | ₹6.03 L | +41.73% |
| Franklin India Opportunities Fund(G) | 946 | ₹0 | ₹1.08 L | +0.00% |
| Franklin India Flexi Cap Fund(G) | 950 | ₹0 | ₹1.05 L | +0.00% |
| Franklin India Overnight Fund(G) | 43438 | ₹0 | ₹57.55 L | +0.00% |
Recent transactions
10 entries
- Franklin India Opportunities Fund(G)Switch In • 2026-03-18+₹100.0 K
- Franklin India Overnight Fund(G)Switch Out • 2026-03-18−₹1.00 L
- Franklin India Opportunities Fund(G)Switch In • 2026-03-18+₹100.0 K
- Franklin India Overnight Fund(G)Switch Out • 2026-03-18−₹1.00 L
- Franklin India Flexi Cap Fund(G)Switch In • 2026-03-16+₹100.0 K
- Franklin India Overnight Fund(G)Switch Out • 2026-03-16−₹1.00 L
- Franklin India Flexi Cap Fund(G)Switch In • 2026-03-16+₹100.0 K
- Franklin India Overnight Fund(G)Switch Out • 2026-03-16−₹1.00 L
- Franklin India Overnight Fund(G)Switch In • 2026-02-02+₹25.02 L
- Franklin U.S. Opportunities Equity Active FOF(G)Switch Out • 2026-02-02−₹25.02 L
AI Analysis
Draft v1Kumara gurubaran Shanmugham holds ₹7.44 Cr across 10 schemes. Invested ₹2.62 Cr, currently ₹7.44 Cr (+183.72%). ✓ Strongest position: HDFC Small Cap Fund-Reg(G) at +219.1%. Room to discuss book-profit vs. hold. ⚠ 5 withdrawals in recent history — monitor retention.
Top schemes
By current value
- DSP Large & Mid Cap Fund-Reg(G)₹1.98 Cr+147.27%
- Aditya Birla SL Large Cap Fund-Reg(G)₹1.24 Cr+122.19%
- Franklin India Small Cap Fund(G)₹1.48 Cr+190.48%
- HDFC Small Cap Fund-Reg(G)₹1.24 Cr+219.05%
- HDFC Value Fund-Reg(G)₹68.10 L+171.04%