Gopika Gupta
#201550 • Gurgaon, HA
Mobile
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Email
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Location
Gurgaon, HA
DOB
1984-10-14
Profile
Female
Total AUM
₹3.17 Cr
11 schemes
Invested
₹1.62 Cr
Cost basis
Current value
₹3.17 Cr
+95.79% vs cost
Unrealized P&L
+₹1.55 Cr
Profit
Portfolio holdings
11 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Axis Flexi Cap Fund-Reg(G) | 38212 | ₹31.73 L | ₹36.28 L | +14.34% |
| Parag Parikh Flexi Cap Fund-Reg(G) | 21520 | ₹30.92 L | ₹55.78 L | +80.36% |
| Kotak Flexicap Fund(G) | 7874 | ₹26.22 L | ₹47.07 L | +79.48% |
| HDFC Flexi Cap Fund(G) | 1131 | ₹19.53 L | ₹62.27 L | +218.88% |
| Edelweiss Greater China Equity Off-shore Fund-Reg(G) | 7869 | ₹16.83 L | ₹21.39 L | +27.07% |
| Aditya Birla SL Large Cap Fund-Reg(G) | 447 | ₹13.73 L | ₹40.32 L | +193.67% |
| Motilal Oswal S&P 500 Index Fund-Reg(G) | 44958 | ₹9.72 L | ₹18.89 L | +94.25% |
| ICICI Pru Large Cap Fund(G) | 4980 | ₹5.06 L | ₹17.57 L | +247.08% |
| Mirae Asset ELSS Tax Saver Fund-Reg(G) | 33536 | ₹3.50 L | ₹6.13 L | +75.22% |
| Bandhan Large & Mid Cap Fund-Reg(G) | 2858 | ₹2.52 L | ₹8.04 L | +218.45% |
| Axis ELSS Tax Saver Fund-Reg(G) | 8408 | ₹2.00 L | ₹3.01 L | +50.62% |
Recent transactions
10 entries
- Parag Parikh Dynamic Asset Allocation Fund-Reg(G)Mutual Fund Withdrawl • 2025-11-26−₹31.89 L
- Parag Parikh Dynamic Asset Allocation Fund-Reg(G)Mutual Fund Withdrawl • 2025-11-26−₹31.89 L
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-27−₹6.7 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-27+₹6.7 K
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-27−₹6.7 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-27+₹6.7 K
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-20−₹25.0 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-20+₹25.0 K
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-20−₹25.0 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-20+₹25.0 K
AI Analysis
Draft v1Gopika Gupta holds ₹3.17 Cr across 11 schemes. Invested ₹1.62 Cr, currently ₹3.17 Cr (+95.79%). ✓ Strongest position: ICICI Pru Large Cap Fund(G) at +247.1%. Room to discuss book-profit vs. hold. ⚠ 6 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Axis Flexi Cap Fund-Reg(G)₹36.28 L+14.34%
- Parag Parikh Flexi Cap Fund-Reg(G)₹55.78 L+80.36%
- Kotak Flexicap Fund(G)₹47.07 L+79.48%
- HDFC Flexi Cap Fund(G)₹62.27 L+218.88%
- Edelweiss Greater China Equity Off-shore Fund-Reg(G)₹21.39 L+27.07%