Shivam Panigrahi
#588314 • Parlakhemundi, OR
Mobile
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Email
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Location
Parlakhemundi, OR
DOB
1995-06-17
Profile
Male • Single
Total AUM
₹19.7 K
1 schemes
Invested
₹21.0 K
Cost basis
Current value
₹19.7 K
-6.01% vs cost
Unrealized P&L
−₹1.3 K
Loss
Portfolio holdings
1 schemes
| Scheme | Code | Invested | Current | Return |
|---|---|---|---|---|
| Nippon India Small Cap Fund(G) | 12758 | ₹21.0 K | ₹19.7 K | -6.01% |
Recent transactions
10 entries
- Nippon India Small Cap Fund(G)SIP Instalment • 2026-01-06+₹1.0 K
- Nippon India Small Cap Fund(G)SIP Instalment • 2026-01-06+₹1.0 K
- Nippon India Small Cap Fund(G)SIP Instalment • 2025-12-06+₹1.0 K
- Nippon India Small Cap Fund(G)SIP Instalment • 2025-12-06+₹1.0 K
- Nippon India Small Cap Fund(G)SIP Instalment • 2025-11-06+₹1.0 K
- Nippon India Small Cap Fund(G)SIP Instalment • 2025-11-06+₹1.0 K
- Nippon India Small Cap Fund(G)SIP Instalment • 2025-10-06+₹1.0 K
- Nippon India Small Cap Fund(G)SIP Instalment • 2025-10-06+₹1.0 K
- Motilal Oswal Nasdaq 100 FOF-Reg(G)Mutual Fund Withdrawl • 2025-10-03−₹38.8 K
- Motilal Oswal Nasdaq 100 FOF-Reg(G)Mutual Fund Withdrawl • 2025-10-03−₹38.8 K
AI Analysis
Draft v1Shivam Panigrahi holds ₹19.7 K across 1 schemes. Invested ₹21.0 K, currently ₹19.7 K (-6.01%). ⚠ Largest drag: Nippon India Small Cap Fund(G) at -6.0% from cost. Consider proactive outreach before client notices. ⚠ 2 withdrawals in recent history — monitor retention.
Top schemes
By current value
- Nippon India Small Cap Fund(G)₹19.7 K-6.01%