Usha Gupta
#209391 • Gurgaon, HA
Mobile
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Email
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Location
Gurgaon, HA
DOB
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Profile
Female • Married
Total AUM
₹3.55 Cr
11 schemes
Invested
₹1.56 Cr
Cost basis
Current value
₹3.55 Cr
+127.45% vs cost
Unrealized P&L
+₹1.99 Cr
Profit
Portfolio holdings
11 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund-Reg(G) | 21520 | ₹24.19 L | ₹59.61 L | +146.41% |
| Kotak Flexicap Fund(G) | 7874 | ₹23.36 L | ₹52.09 L | +123.03% |
| Axis Flexi Cap Fund-Reg(G) | 38212 | ₹22.87 L | ₹26.41 L | +15.51% |
| Bandhan Large & Mid Cap Fund-Reg(G) | 2858 | ₹20.83 L | ₹65.84 L | +216.02% |
| Aditya Birla SL Large Cap Fund-Reg(G) | 447 | ₹18.69 L | ₹57.16 L | +205.76% |
| Mirae Asset Large Cap Fund-Reg(G) | 4457 | ₹11.85 L | ₹17.98 L | +51.77% |
| Edelweiss Greater China Equity Off-shore Fund-Reg(G) | 7869 | ₹10.09 L | ₹13.72 L | +36.07% |
| HDFC Flexi Cap Fund(G) | 1131 | ₹10.08 L | ₹34.37 L | +241.15% |
| Motilal Oswal S&P 500 Index Fund-Reg(G) | 44958 | ₹7.60 L | ₹14.77 L | +94.34% |
| Mirae Asset ELSS Tax Saver Fund-Reg(G) | 33536 | ₹4.50 L | ₹7.89 L | +75.24% |
| Axis ELSS Tax Saver Fund-Reg(G) | 8408 | ₹2.00 L | ₹5.09 L | +154.49% |
Recent transactions
10 entries
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-14−₹6.0 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-14+₹6.0 K
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-14−₹6.0 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-14+₹6.0 K
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-13−₹25.0 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-13+₹25.0 K
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-13−₹25.0 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-13+₹25.0 K
- Axis Liquid Fund-Reg(G)Switch Out • 2025-10-06−₹25.0 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2025-10-06+₹25.0 K
AI Analysis
Draft v1Usha Gupta holds ₹3.55 Cr across 11 schemes. Invested ₹1.56 Cr, currently ₹3.55 Cr (+127.45%). ✓ Strongest position: HDFC Flexi Cap Fund(G) at +241.2%. Room to discuss book-profit vs. hold. ⚠ 5 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Parag Parikh Flexi Cap Fund-Reg(G)₹59.61 L+146.41%
- Kotak Flexicap Fund(G)₹52.09 L+123.03%
- Axis Flexi Cap Fund-Reg(G)₹26.41 L+15.51%
- Bandhan Large & Mid Cap Fund-Reg(G)₹65.84 L+216.02%
- Aditya Birla SL Large Cap Fund-Reg(G)₹57.16 L+205.76%