Giri Gnanamoorthy Sathishkumar
#1852108 • Madurai, TN
Mobile
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Email
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Location
Madurai, TN
DOB
1991-11-06
Profile
Male • Married
Total AUM
₹7.60 L
12 schemes
Invested
₹7.40 L
Cost basis
Current value
₹7.60 L
+2.72% vs cost
Unrealized P&L
+₹20.1 K
Profit
Portfolio holdings
12 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Tata Gold ETF FoF-Reg(G) | 48437 | ₹1.63 L | ₹1.88 L | +15.57% |
| Tata Income Plus Arbitrage Active FOF-Reg(G) | 49848 | ₹1.60 L | ₹1.60 L | -0.07% |
| Edelweiss Income Plus Arbitrage Active FoF-Reg(G) | 50022 | ₹100.0 K | ₹90.0 K | -10.02% |
| Franklin India Income Plus Arbitrage Active FoF(G) | 31040 | ₹100.0 K | ₹95.1 K | -4.89% |
| HDFC Income Plus Arbitrage Active FOF-Reg(G) | 16034 | ₹100.0 K | ₹10.1 K | -89.85% |
| Tata Silver ETF FoF-Reg(G) | 48441 | ₹81.5 K | ₹1.02 L | +24.89% |
| WOC Multi Asset Allocation Fund-Reg(G) | 47946 | ₹10.0 K | ₹10.0 K | +0.47% |
| Edelweiss Aggressive Hybrid Fund-Reg(G) | 7922 | ₹9.0 K | ₹13.7 K | +52.76% |
| Baroda BNP Paribas Balanced Advantage Fund-Reg(G) | 38263 | ₹8.5 K | ₹8.4 K | -1.57% |
| ICICI Pru Thematic Advantage Fund(FOF)(G) | 1706 | ₹8.0 K | ₹7.8 K | -2.67% |
| Franklin India Large & Mid Cap Fund(G) | 933 | ₹0 | ₹5.0 K | +0.00% |
| HDFC Multi-Asset Active FOF-Reg(G) | 45488 | ₹0 | ₹69.8 K | +0.00% |
Recent transactions
10 entries
- HDFC Income Plus Arbitrage Active FOF-Reg(G)Switch Out • 2026-02-06−₹10.0 K
- HDFC Income Plus Arbitrage Active FOF-Reg(G)Switch Out • 2026-02-06−₹10.0 K
- Edelweiss Income Plus Arbitrage Active FoF-Reg(G)Switch Out • 2026-02-05−₹5.0 K
- Edelweiss Income Plus Arbitrage Active FoF-Reg(G)Switch Out • 2026-02-05−₹5.0 K
- HDFC Income Plus Arbitrage Active FOF-Reg(G)Switch Out • 2026-02-05−₹10.0 K
- HDFC Income Plus Arbitrage Active FOF-Reg(G)Switch Out • 2026-02-05−₹10.0 K
- HDFC Multi-Asset Active FOF-Reg(G)Switch In • 2026-02-04+₹10.0 K
- HDFC Income Plus Arbitrage Active FOF-Reg(G)Switch Out • 2026-02-04−₹10.0 K
- HDFC Multi-Asset Active FOF-Reg(G)Switch In • 2026-02-04+₹10.0 K
- HDFC Income Plus Arbitrage Active FOF-Reg(G)Switch Out • 2026-02-04−₹10.0 K
AI Analysis
Draft v1Giri Gnanamoorthy Sathishkumar holds ₹7.60 L across 12 schemes. Invested ₹7.40 L, currently ₹7.60 L (+2.72%). ⚠ Largest drag: HDFC Income Plus Arbitrage Active FOF-Reg(G) at -89.8% from cost. Consider proactive outreach before client notices. ✓ Strongest position: Edelweiss Aggressive Hybrid Fund-Reg(G) at +52.8%. Room to discuss book-profit vs. hold. ⚠ 8 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Tata Gold ETF FoF-Reg(G)₹1.88 L+15.57%
- Tata Income Plus Arbitrage Active FOF-Reg(G)₹1.60 L-0.07%
- Edelweiss Income Plus Arbitrage Active FoF-Reg(G)₹90.0 K-10.02%
- Franklin India Income Plus Arbitrage Active FoF(G)₹95.1 K-4.89%
- HDFC Income Plus Arbitrage Active FOF-Reg(G)₹10.1 K-89.85%