Surinder Kumar Gupta
#209411 • Gurgaon, HA
Mobile
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Email
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Location
Gurgaon, HA
DOB
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Profile
Male • Married
Total AUM
₹2.76 Cr
11 schemes
Invested
₹1.13 Cr
Cost basis
Current value
₹2.76 Cr
+145.58% vs cost
Unrealized P&L
+₹1.64 Cr
Profit
Portfolio holdings
11 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund-Reg(G) | 21520 | ₹20.49 L | ₹51.18 L | +149.81% |
| Mirae Asset Large Cap Fund-Reg(G) | 4457 | ₹17.73 L | ₹26.52 L | +49.56% |
| Aditya Birla SL Large Cap Fund-Reg(G) | 447 | ₹15.17 L | ₹48.23 L | +218.00% |
| HDFC Flexi Cap Fund(G) | 1131 | ₹11.06 L | ₹29.11 L | +163.19% |
| Bandhan Large & Mid Cap Fund-Reg(G) | 2858 | ₹10.60 L | ₹33.96 L | +220.45% |
| Kotak Small Cap Fund(G) | 2066 | ₹10.04 L | ₹14.51 L | +44.63% |
| Kotak Flexicap Fund(G) | 7874 | ₹8.72 L | ₹22.30 L | +155.87% |
| HDFC Large Cap Fund(G) | 1331 | ₹8.50 L | ₹30.21 L | +255.44% |
| Mirae Asset ELSS Tax Saver Fund-Reg(G) | 33536 | ₹4.50 L | ₹7.89 L | +75.32% |
| Motilal Oswal S&P 500 Index Fund-Reg(G) | 44958 | ₹3.71 L | ₹7.31 L | +97.09% |
| Axis ELSS Tax Saver Fund-Reg(G) | 8408 | ₹2.00 L | ₹5.06 L | +152.90% |
Recent transactions
10 entries
- HDFC Flexi Cap Fund(G)Lump Sum Investment • 2025-02-24+₹5.0 K
- HDFC Flexi Cap Fund(G)Lump Sum Investment • 2025-02-24+₹5.0 K
- Parag Parikh Liquid Fund-Reg(G)Switch Out • 2024-12-18−₹26.5 K
- Parag Parikh Flexi Cap Fund-Reg(G)Switch In • 2024-12-18+₹26.5 K
- Parag Parikh Liquid Fund-Reg(G)Switch Out • 2024-12-18−₹26.5 K
- Parag Parikh Flexi Cap Fund-Reg(G)Switch In • 2024-12-18+₹26.5 K
- HDFC Liquid Fund(G)Switch Out • 2024-12-11−₹7.1 K
- HDFC Flexi Cap Fund(G)Switch In • 2024-12-11+₹7.1 K
- HDFC Liquid Fund(G)Switch Out • 2024-12-11−₹7.1 K
- HDFC Flexi Cap Fund(G)Switch In • 2024-12-11+₹7.1 K
AI Analysis
Draft v1Surinder Kumar Gupta holds ₹2.76 Cr across 11 schemes. Invested ₹1.13 Cr, currently ₹2.76 Cr (+145.58%). ✓ Strongest position: HDFC Large Cap Fund(G) at +255.4%. Room to discuss book-profit vs. hold. ⚠ 4 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Parag Parikh Flexi Cap Fund-Reg(G)₹51.18 L+149.81%
- Mirae Asset Large Cap Fund-Reg(G)₹26.52 L+49.56%
- Aditya Birla SL Large Cap Fund-Reg(G)₹48.23 L+218.00%
- HDFC Flexi Cap Fund(G)₹29.11 L+163.19%
- Bandhan Large & Mid Cap Fund-Reg(G)₹33.96 L+220.45%