Surinder Kumar Gupta And Sons Huf
#209404 • Gurgaon, HA
Mobile
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Email
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Location
Gurgaon, HA
DOB
1996-04-01
Profile
Female
Total AUM
₹1.10 Cr
10 schemes
Invested
₹52.43 L
Cost basis
Current value
₹1.10 Cr
+110.22% vs cost
Unrealized P&L
+₹57.78 L
Profit
Portfolio holdings
10 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Kotak Flexicap Fund(G) | 7874 | ₹8.16 L | ₹16.88 L | +106.88% |
| HDFC Flexi Cap Fund(G) | 1131 | ₹7.93 L | ₹21.16 L | +166.99% |
| Mirae Asset ELSS Tax Saver Fund-Reg(G) | 33536 | ₹7.50 L | ₹10.94 L | +45.87% |
| Mirae Asset Large Cap Fund-Reg(G) | 4457 | ₹5.84 L | ₹8.90 L | +52.24% |
| Axis Flexi Cap Fund-Reg(G) | 38212 | ₹5.08 L | ₹6.71 L | +32.23% |
| Aditya Birla SL Large Cap Fund-Reg(G) | 447 | ₹5.06 L | ₹14.66 L | +189.68% |
| Bandhan Large & Mid Cap Fund-Reg(G) | 2858 | ₹4.08 L | ₹12.35 L | +202.59% |
| Parag Parikh Flexi Cap Fund-Reg(G) | 21520 | ₹3.05 L | ₹5.33 L | +74.60% |
| Axis ELSS Tax Saver Fund-Reg(G) | 8408 | ₹3.00 L | ₹7.75 L | +158.17% |
| Motilal Oswal S&P 500 Index Fund-Reg(G) | 44958 | ₹2.73 L | ₹5.54 L | +102.99% |
Recent transactions
10 entries
- Mirae Asset ELSS Tax Saver Fund-Reg(G)Lump Sum Investment • 2025-05-13+₹1.50 L
- Mirae Asset ELSS Tax Saver Fund-Reg(G)Lump Sum Investment • 2025-05-13+₹1.50 L
- Mirae Asset ELSS Tax Saver Fund-Reg(G)Lump Sum Investment • 2025-01-22+₹1.50 L
- Mirae Asset ELSS Tax Saver Fund-Reg(G)Lump Sum Investment • 2025-01-22+₹1.50 L
- Axis Liquid Fund-Reg(G)Switch Out • 2024-12-10−₹7.7 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2024-12-10+₹7.7 K
- Axis Liquid Fund-Reg(G)Switch Out • 2024-12-10−₹7.7 K
- Axis Flexi Cap Fund-Reg(G)Switch In • 2024-12-10+₹7.7 K
- HDFC Liquid Fund(G)Switch Out • 2024-12-10−₹9.4 K
- HDFC Flexi Cap Fund(G)Switch In • 2024-12-10+₹9.4 K
AI Analysis
Draft v1Surinder Kumar Gupta And Sons Huf holds ₹1.10 Cr across 10 schemes. Invested ₹52.43 L, currently ₹1.10 Cr (+110.22%). ✓ Strongest position: Bandhan Large & Mid Cap Fund-Reg(G) at +202.6%. Room to discuss book-profit vs. hold. ⚠ 3 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Kotak Flexicap Fund(G)₹16.88 L+106.88%
- HDFC Flexi Cap Fund(G)₹21.16 L+166.99%
- Mirae Asset ELSS Tax Saver Fund-Reg(G)₹10.94 L+45.87%
- Mirae Asset Large Cap Fund-Reg(G)₹8.90 L+52.24%
- Axis Flexi Cap Fund-Reg(G)₹6.71 L+32.23%