Rajan Gupta Huf

#209401 • Gurgaon, HA

Mobile
Email
Location
Gurgaon, HA
DOB
2009-02-22
Profile
Female
Total AUM
₹18.80 L
2 schemes
Invested
₹10.50 L
Cost basis
Current value
₹18.80 L
+79.02% vs cost
Unrealized P&L
+₹8.30 L
Profit
Portfolio holdings
2 schemes
SchemeCodeInvestedCurrentReturn
Mirae Asset ELSS Tax Saver Fund-Reg(G)33536₹7.50 L₹10.94 L+45.87%
Axis ELSS Tax Saver Fund-Reg(G)8408₹3.00 L₹7.86 L+161.88%
Recent transactions
10 entries
  • Mirae Asset ELSS Tax Saver Fund-Reg(G)
    Lump Sum Investment2025-05-13
    +₹1.50 L
  • Mirae Asset ELSS Tax Saver Fund-Reg(G)
    Lump Sum Investment2025-05-13
    +₹1.50 L
  • Mirae Asset ELSS Tax Saver Fund-Reg(G)
    Lump Sum Investment2025-01-22
    +₹1.50 L
  • Mirae Asset ELSS Tax Saver Fund-Reg(G)
    Lump Sum Investment2025-01-22
    +₹1.50 L
  • ICICI Pru ELSS Tax Saver Fund(G)
    Mutual Fund Withdrawl2022-09-01
    ₹3.13 L
  • ICICI Pru ELSS Tax Saver Fund(G)
    Mutual Fund Withdrawl2022-09-01
    ₹3.13 L
  • Mirae Asset ELSS Tax Saver Fund-Reg(G)
    Lump Sum Investment2022-04-19
    +₹1.50 L
  • Mirae Asset ELSS Tax Saver Fund-Reg(G)
    Lump Sum Investment2022-04-19
    +₹1.50 L
  • Aditya Birla SL ELSS Tax Saver Fund(G)
    Mutual Fund Withdrawl2022-01-10
    ₹70.2 K
  • Aditya Birla SL ELSS Tax Saver Fund(G)
    Mutual Fund Withdrawl2022-01-10
    ₹70.2 K
AI Analysis
Draft v1

Rajan Gupta Huf holds ₹18.80 L across 2 schemes. Invested ₹10.50 L, currently ₹18.80 L (+79.02%). ✓ Strongest position: Axis ELSS Tax Saver Fund-Reg(G) at +161.9%. Room to discuss book-profit vs. hold. ⚠ 4 withdrawals in recent history — monitor retention.

Top schemes
By current value
  • Mirae Asset ELSS Tax Saver Fund-Reg(G)
    ₹10.94 L+45.87%
  • Axis ELSS Tax Saver Fund-Reg(G)
    ₹7.86 L+161.88%
Your Intelligence

Hi, I'm Sage. Ask me anything about your book — investors, holdings, signals, or news.

Esc to close