Ranjit Singh

#84734 • Gautam Buddha Nagar, UP

Mobile

—

Location

Gautam Buddha Nagar, UP

DOB

1977-08-26

Profile

Male

Total AUM

₹11.61 L

9 schemes

Invested

₹7.89 L

Cost basis

Current value

₹11.61 L

+47.17% vs cost

Unrealized P&L

+₹3.72 L

Profit

Portfolio holdings

9 schemes

Scheme	Code	Invested	Current	Return
DSP Large & Mid Cap Fund-Reg(G)	716	₹2.92 L	₹5.05 L	+72.63%
HDFC Hybrid Equity Fund(G)	1311	₹2.29 L	₹3.18 L	+38.71%
HDFC Corp Bond Fund(G)	8241	₹1.06 L	₹1.05 L	-0.81%
ICICI Pru Value Fund(G)	1492	₹59.5 K	₹69.3 K	+16.47%
Aditya Birla SL Large Cap Fund-Reg(G)	447	₹45.5 K	₹76.6 K	+68.28%
Kotak Large & Midcap Fund(G)	2069	₹42.0 K	₹44.2 K	+5.14%
HDFC Flexi Cap Fund(G)	1131	₹14.0 K	₹31.2 K	+123.01%
HDFC Gold ETF FoF(G)	15381	₹0	₹5.2 K	+0.00%
HDFC Silver ETF FoF-Reg(G)	46465	₹0	₹6.3 K	+0.00%

Recent transactions

10 entries

DSP Large & Mid Cap Fund-Reg(G)
Lump Sum Investment • 2026-03-11
+₹3.0 K
ICICI Pru Value Fund(G)
Lump Sum Investment • 2026-03-11
+₹3.5 K
DSP Large & Mid Cap Fund-Reg(G)
Lump Sum Investment • 2026-03-11
+₹3.0 K
ICICI Pru Value Fund(G)
Lump Sum Investment • 2026-03-11
+₹3.5 K
HDFC Corp Bond Fund(G)
Switch Out • 2026-03-09
−₹10.0 K
HDFC Flexi Cap Fund(G)
Switch In • 2026-03-09
+₹10.0 K
HDFC Corp Bond Fund(G)
Switch Out • 2026-03-09
−₹10.0 K
HDFC Flexi Cap Fund(G)
Switch In • 2026-03-09
+₹10.0 K
HDFC Flexi Cap Fund(G)
Lump Sum Investment • 2026-03-09
+₹3.5 K
HDFC Flexi Cap Fund(G)
Lump Sum Investment • 2026-03-09
+₹3.5 K

AI Analysis

Draft v1

Ranjit Singh holds ₹11.61 L across 9 schemes. Invested ₹7.89 L, currently ₹11.61 L (+47.17%). ✓ Strongest position: HDFC Flexi Cap Fund(G) at +123.0%. Room to discuss book-profit vs. hold. ⚠ 2 withdrawals in recent history — monitor retention.

Top schemes

By current value

DSP Large & Mid Cap Fund-Reg(G)
₹5.05 L+72.63%
HDFC Hybrid Equity Fund(G)
₹3.18 L+38.71%
HDFC Corp Bond Fund(G)
₹1.05 L-0.81%
ICICI Pru Value Fund(G)
₹69.3 K+16.47%
Aditya Birla SL Large Cap Fund-Reg(G)
₹76.6 K+68.28%