Nitika Aggarwal
#210659 • Jalandhar, PU
Mobile
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Email
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Location
Jalandhar, PU
DOB
1986-09-09
Profile
Female
Total AUM
₹8.18 L
2 schemes
Invested
₹4.53 L
Cost basis
Current value
₹8.18 L
+80.67% vs cost
Unrealized P&L
+₹3.65 L
Profit
Portfolio holdings
2 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Axis ELSS Tax Saver Fund-Reg(G) | 8408 | ₹3.03 L | ₹5.81 L | +91.62% |
| Mirae Asset ELSS Tax Saver Fund-Reg(G) | 33536 | ₹1.50 L | ₹2.38 L | +58.57% |
Recent transactions
10 entries
- Mirae Asset ELSS Tax Saver Fund-Reg(G)Lump Sum Investment • 2021-11-30+₹1.50 L
- Mirae Asset ELSS Tax Saver Fund-Reg(G)Lump Sum Investment • 2021-11-30+₹1.50 L
- HDFC ELSS Tax saver(G)Mutual Fund Withdrawl • 2021-04-29−₹79.4 K
- HDFC ELSS Tax saver(G)Mutual Fund Withdrawl • 2021-04-29−₹79.4 K
- Aditya Birla SL ELSS Tax Saver Fund(G)Mutual Fund Withdrawl • 2021-04-29−₹89.8 K
- Aditya Birla SL ELSS Tax Saver Fund(G)Mutual Fund Withdrawl • 2021-04-29−₹89.8 K
- Axis ELSS Tax Saver Fund-Reg(G)Switch In • 2021-01-28+₹1.53 L
- Axis Liquid Fund-Reg(G)Switch Out • 2021-01-28−₹1.53 L
- Axis ELSS Tax Saver Fund-Reg(G)Switch In • 2021-01-28+₹1.53 L
- Axis Liquid Fund-Reg(G)Switch Out • 2021-01-28−₹1.53 L
AI Analysis
Draft v1Nitika Aggarwal holds ₹8.18 L across 2 schemes. Invested ₹4.53 L, currently ₹8.18 L (+80.67%). ✓ Strongest position: Axis ELSS Tax Saver Fund-Reg(G) at +91.6%. Room to discuss book-profit vs. hold. ⚠ 6 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Axis ELSS Tax Saver Fund-Reg(G)₹5.81 L+91.62%
- Mirae Asset ELSS Tax Saver Fund-Reg(G)₹2.38 L+58.57%