Yoginee Harshal Borole
#227311 • Pune, MA
Mobile
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Email
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Location
Pune, MA
DOB
1983-11-06
Profile
Female
Total AUM
₹20.02 L
10 schemes
Invested
₹13.40 L
Cost basis
Current value
₹20.02 L
+49.37% vs cost
Unrealized P&L
+₹6.62 L
Profit
Portfolio holdings
10 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| ICICI Pru Large Cap Fund(G) | 4980 | ₹4.16 L | ₹7.77 L | +86.85% |
| UTI Nifty 50 Index Fund-Reg(G) | 3641 | ₹2.40 L | ₹2.76 L | +14.98% |
| Franklin India Opportunities Fund(G) | 946 | ₹1.39 L | ₹2.57 L | +84.53% |
| LIC MF Healthcare Fund-Reg(G) | 41330 | ₹1.26 L | ₹1.81 L | +43.31% |
| HDFC Transportation and Logistics Fund-Reg(G) | 48114 | ₹100.0 K | ₹1.71 L | +70.64% |
| ICICI Pru Value Fund(G) | 1492 | ₹83.0 K | ₹90.8 K | +9.45% |
| Kotak Large & Midcap Fund(G) | 2069 | ₹83.0 K | ₹89.2 K | +7.51% |
| Franklin India Focused Equity Fund(G) | 938 | ₹83.0 K | ₹86.7 K | +4.43% |
| Parag Parikh Flexi Cap Fund-Reg(G) | 21520 | ₹60.0 K | ₹60.8 K | +1.28% |
| Motilal Oswal Nifty India Defence Index Fund-Reg(G) | 48892 | ₹10.0 K | ₹13.2 K | +31.62% |
Recent transactions
10 entries
- LIC MF Healthcare Fund-Reg(G)Lump Sum Investment • 2026-01-23+₹5.0 K
- LIC MF Healthcare Fund-Reg(G)Lump Sum Investment • 2026-01-23+₹5.0 K
- Franklin India Opportunities Fund(G)SIP Instalment • 2026-01-22+₹5.0 K
- Franklin India Focused Equity Fund(G)SIP Instalment • 2026-01-22+₹1.0 K
- ICICI Pru Value Fund(G)SIP Instalment • 2026-01-22+₹1.0 K
- Franklin India Opportunities Fund(G)SIP Instalment • 2026-01-22+₹5.0 K
- Franklin India Focused Equity Fund(G)SIP Instalment • 2026-01-22+₹1.0 K
- ICICI Pru Value Fund(G)SIP Instalment • 2026-01-22+₹1.0 K
- Franklin India Opportunities Fund(G)SIP Instalment • 2026-01-22+₹1.0 K
- Franklin India Opportunities Fund(G)SIP Instalment • 2026-01-22+₹1.0 K
AI Analysis
Draft v1Yoginee Harshal Borole holds ₹20.02 L across 10 schemes. Invested ₹13.40 L, currently ₹20.02 L (+49.37%). ✓ Strongest position: ICICI Pru Large Cap Fund(G) at +86.8%. Room to discuss book-profit vs. hold. ✓ 8 active SIP installments — steady contributor.
Top schemes
By current value
- ICICI Pru Large Cap Fund(G)₹7.77 L+86.85%
- UTI Nifty 50 Index Fund-Reg(G)₹2.76 L+14.98%
- Franklin India Opportunities Fund(G)₹2.57 L+84.53%
- LIC MF Healthcare Fund-Reg(G)₹1.81 L+43.31%
- HDFC Transportation and Logistics Fund-Reg(G)₹1.71 L+70.64%