Rajat Gupta
#201548 • Gurgaon, HA
Mobile
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Email
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Location
Gurgaon, HA
DOB
1981-05-23
Profile
Male
Total AUM
₹3.56 Cr
15 schemes
Invested
₹2.03 Cr
Cost basis
Current value
₹3.56 Cr
+75.09% vs cost
Unrealized P&L
+₹1.53 Cr
Profit
Portfolio holdings
15 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Kotak Flexicap Fund(G) | 7874 | ₹45.05 L | ₹64.06 L | +42.19% |
| Parag Parikh Flexi Cap Fund-Reg(G) | 21520 | ₹43.24 L | ₹62.34 L | +44.16% |
| Axis Flexi Cap Fund-Reg(G) | 38212 | ₹38.13 L | ₹40.35 L | +5.84% |
| Kotak US Specific Equity Passive FOF-Reg(G) | 45260 | ₹15.00 L | ₹36.75 L | +145.05% |
| Edelweiss Greater China Equity Off-shore Fund-Reg(G) | 7869 | ₹14.25 L | ₹20.41 L | +43.17% |
| ICICI Pru Large Cap Fund(G) | 4980 | ₹10.08 L | ₹37.79 L | +274.82% |
| HDFC Large Cap Fund(G) | 1331 | ₹8.28 L | ₹29.47 L | +255.67% |
| HDFC Flexi Cap Fund(G) | 1131 | ₹7.74 L | ₹20.15 L | +160.24% |
| Mirae Asset Large Cap Fund-Reg(G) | 4457 | ₹6.05 L | ₹9.42 L | +55.55% |
| Bandhan Large & Mid Cap Fund-Reg(G) | 2858 | ₹3.52 L | ₹11.34 L | +221.65% |
| Aditya Birla SL Large Cap Fund-Reg(G) | 447 | ₹3.52 L | ₹8.83 L | +150.54% |
| Motilal Oswal S&P 500 Index Fund-Reg(G) | 44958 | ₹3.50 L | ₹6.95 L | +98.22% |
| Mirae Asset ELSS Tax Saver Fund-Reg(G) | 33536 | ₹3.00 L | ₹5.21 L | +73.61% |
| Axis ELSS Tax Saver Fund-Reg(G) | 8408 | ₹2.00 L | ₹3.07 L | +53.26% |
| Kotak Liquid Fund-Reg(G) | 2060 | ₹0 | ₹10.891 | +0.00% |
Recent transactions
10 entries
- Parag Parikh Dynamic Asset Allocation Fund-Reg(G)Mutual Fund Withdrawl • 2025-11-26−₹10.61 L
- Parag Parikh Dynamic Asset Allocation Fund-Reg(G)Mutual Fund Withdrawl • 2025-11-26−₹10.61 L
- Parag Parikh Arbitrage Fund-Reg(G)Mutual Fund Withdrawl • 2025-11-26−₹7.91 L
- Parag Parikh Arbitrage Fund-Reg(G)Mutual Fund Withdrawl • 2025-11-26−₹7.91 L
- Kotak Arbitrage Fund(G)Mutual Fund Withdrawl • 2025-11-26−₹7.92 L
- Kotak Arbitrage Fund(G)Mutual Fund Withdrawl • 2025-11-26−₹7.92 L
- HDFC Arbitrage-WP(G)Mutual Fund Withdrawl • 2025-11-26−₹7.92 L
- HDFC Arbitrage-WP(G)Mutual Fund Withdrawl • 2025-11-26−₹7.92 L
- Axis Arbitrage Fund-Reg(G)Mutual Fund Withdrawl • 2025-11-26−₹7.92 L
- Axis Arbitrage Fund-Reg(G)Mutual Fund Withdrawl • 2025-11-26−₹7.92 L
AI Analysis
Draft v1Rajat Gupta holds ₹3.56 Cr across 15 schemes. Invested ₹2.03 Cr, currently ₹3.56 Cr (+75.09%). ✓ Strongest position: ICICI Pru Large Cap Fund(G) at +274.8%. Room to discuss book-profit vs. hold. ⚠ 10 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Kotak Flexicap Fund(G)₹64.06 L+42.19%
- Parag Parikh Flexi Cap Fund-Reg(G)₹62.34 L+44.16%
- Axis Flexi Cap Fund-Reg(G)₹40.35 L+5.84%
- Kotak US Specific Equity Passive FOF-Reg(G)₹36.75 L+145.05%
- Edelweiss Greater China Equity Off-shore Fund-Reg(G)₹20.41 L+43.17%