SURENDRA MOHAN SHARMA
9928140856
smsharmacwa1@gmail.com
25 May 1962
PROFESSIONAL
SINGLE
AEGPS8459B
INDIVIDUAL
Verified
Active
7 Ashok Vihar , Sector 3
-, -, - - -
General Information : General information for your lead
Edit Lead
Status
Customer
Source
Facebook
Default Language
System Default
Privacy
Private
Created
26 MAY, 2023
Assigned
Alexandra Della
Lead By
Green Cute - Website design and development
Tags
VIPHigh RatedPromotionsTeamUpdates
Description
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Preferred Bank
  • Bank : HDFC BANK
  • IFSC Code : HDFC0001273
  • Account Type : SAVINGS
  • Account Number : 12731930002899
  • Bank Record Name : SURENDRA MOHAN SHARMA
Mandate Not Register
Invested
₹79,999.00
Current Value
₹77,307.80
Gain / Loss
₹-2,691.20
Return
-3.36%
Scheme Folio Invested Current Gain/Loss Return % Units Last Txn
HDFC Flexi Cap Fund - Growth Plan
Flexi Cap
 9482284/47 ₹10,000.00 ₹9,714.79 ₹-285.21 -2.85% 4.808
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹10,000.00 4.8080 2079.888
Bandhan Small Cap Fund Regular Growth
Small-Cap
 7706654/85 ₹10,000.00 ₹9,553.01 ₹-446.99 -4.47% 219.842
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹10,000.00 219.8420 45.485
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option
Sector - Healthcare
 7591407/21 ₹10,000.00 ₹9,878.06 ₹-121.94 -1.22% 263.978
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹10,000.00 263.9780 37.880
ICICI Prudential Business Cycle Fund Growth
Equity - Other
 7591407/21 ₹10,000.00 ₹9,602.01 ₹-397.99 -3.98% 389.692
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹10,000.00 389.6920 25.660
HSBC Value Fund - Regular Growth
Value
 21217248/44 ₹10,000.00 ₹9,600.82 ₹-399.18 -3.99% 87.605
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹10,000.00 87.6050 114.142
WhiteOak Capital Multi Cap Fund - Regular (G)
Multi-Cap
 1001307774 ₹10,000.00 ₹9,782.34 ₹-217.66 -2.18% 666.145
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹10,000.00 666.1450 15.011
Invesco India Midcap Fund - Growth Option
Mid-Cap
 31018628244 ₹9,999.50 ₹9,453.99 ₹-545.51 -5.46% 55.615
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹9,999.50 55.615 179.800
Motilal Oswal Large Cap Fund - Regular (G)
Large-Cap
 910152154692 ₹9,999.50 ₹9,722.77 ₹-276.73 -2.77% 718.975
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹9,999.50 718.975 13.908
Units Alloted Successfully

Units 389.692 has been alloted in SIP of ICICI Prudential Business Cycle Fund Growth of amount ₹10000 on 23-Feb-2026

₹10,000.00
New
Units Alloted Successfully

Units 666.145 has been alloted in SIP of WhiteOak Capital Multi Cap Fund - Regular (G) of amount ₹10000 on 23-Feb-2026

₹10,000.00
New
Units Alloted Successfully

Units 87.605 has been alloted in SIP of HSBC Value Fund - Regular Growth of amount ₹10000 on 23-Feb-2026

₹10,000.00
New
Units Alloted Successfully

Units 263.978 has been alloted in SIP of ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option of amount ₹10000 on 23-Feb-2026

₹10,000.00
New
Units Alloted Successfully

Units 219.842 has been alloted in SIP of Bandhan Small Cap Fund Regular Growth of amount ₹10000 on 21-Feb-2026

₹10,000.00
New
Units Alloted Successfully

Units 718.975 has been alloted in SIP of Motilal Oswal Large Cap Fund - Regular (G) of amount ₹10000 on 21-Feb-2026

₹10,000.00
New
Units Alloted Successfully

Units 55.615 has been alloted in SIP of Invesco India Midcap Fund - Growth Option of amount ₹10000 on 21-Feb-2026

₹10,000.00
New
Units Alloted Successfully

Units 4.808 has been alloted in SIP of HDFC Flexi Cap Fund - Growth Plan of amount ₹10000 on 21-Feb-2026

₹10,000.00
New

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