Rajat Gupta Huf

#209398 • Gurgaon, HA

Mobile
Email
Location
Gurgaon, HA
DOB
2007-12-02
Profile
Female
Total AUM
₹2.46 Cr
11 schemes
Invested
₹1.10 Cr
Cost basis
Current value
₹2.46 Cr
+122.58% vs cost
Unrealized P&L
+₹1.35 Cr
Profit
Portfolio holdings
11 schemes
SchemeCodeInvestedCurrentReturn
Edelweiss Greater China Equity Off-shore Fund-Reg(G)7869₹20.14 L₹24.77 L+23.04%
Bandhan Large & Mid Cap Fund-Reg(G)2858₹18.79 L₹61.56 L+227.58%
Aditya Birla SL Large Cap Fund-Reg(G)447₹10.93 L₹33.49 L+206.41%
Parag Parikh Flexi Cap Fund-Reg(G)21520₹10.91 L₹17.41 L+59.59%
Mirae Asset Large Cap Fund-Reg(G)4457₹9.72 L₹14.72 L+51.46%
Kotak Flexicap Fund(G)7874₹9.71 L₹24.96 L+157.11%
HDFC Large Cap Fund(G)1331₹7.53 L₹26.30 L+249.25%
Motilal Oswal S&P 500 Index Fund-Reg(G)44958₹7.51 L₹14.43 L+92.10%
Mirae Asset ELSS Tax Saver Fund-Reg(G)33536₹7.50 L₹10.95 L+46.02%
HDFC Flexi Cap Fund(G)1131₹4.75 L₹9.42 L+98.40%
Axis ELSS Tax Saver Fund-Reg(G)8408₹3.00 L₹7.90 L+163.26%
Recent transactions
10 entries
  • Parag Parikh Dynamic Asset Allocation Fund-Reg(G)
    Mutual Fund Withdrawl2025-11-26
    ₹10.61 L
  • Parag Parikh Dynamic Asset Allocation Fund-Reg(G)
    Mutual Fund Withdrawl2025-11-26
    ₹10.61 L
  • Parag Parikh Arbitrage Fund-Reg(G)
    Mutual Fund Withdrawl2025-11-26
    ₹3.95 L
  • Parag Parikh Arbitrage Fund-Reg(G)
    Mutual Fund Withdrawl2025-11-26
    ₹3.95 L
  • Kotak Arbitrage Fund(G)
    Mutual Fund Withdrawl2025-11-26
    ₹3.96 L
  • Kotak Arbitrage Fund(G)
    Mutual Fund Withdrawl2025-11-26
    ₹3.96 L
  • HDFC Arbitrage-WP(G)
    Mutual Fund Withdrawl2025-11-26
    ₹3.96 L
  • HDFC Arbitrage-WP(G)
    Mutual Fund Withdrawl2025-11-26
    ₹3.96 L
  • Axis Arbitrage Fund-Reg(G)
    Mutual Fund Withdrawl2025-11-26
    ₹3.96 L
  • Axis Arbitrage Fund-Reg(G)
    Mutual Fund Withdrawl2025-11-26
    ₹3.96 L
AI Analysis
Draft v1

Rajat Gupta Huf holds ₹2.46 Cr across 11 schemes. Invested ₹1.10 Cr, currently ₹2.46 Cr (+122.58%). ✓ Strongest position: HDFC Large Cap Fund(G) at +249.3%. Room to discuss book-profit vs. hold. ⚠ 10 withdrawals in recent history — monitor retention.

Top schemes
By current value
  • Edelweiss Greater China Equity Off-shore Fund-Reg(G)
    ₹24.77 L+23.04%
  • Bandhan Large & Mid Cap Fund-Reg(G)
    ₹61.56 L+227.58%
  • Aditya Birla SL Large Cap Fund-Reg(G)
    ₹33.49 L+206.41%
  • Parag Parikh Flexi Cap Fund-Reg(G)
    ₹17.41 L+59.59%
  • Mirae Asset Large Cap Fund-Reg(G)
    ₹14.72 L+51.46%
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