Scribd Logo
Upload

Welcome to Scribd!

  • 15 views

    Mutual Fund Investment

    Uploaded by

    Prasanna Deosarkar
    This document appears to be a record of various investments made by an individual over time, including investments in mutual funds, shares, recurring deposits, demat account, and loans. It tracks the amounts invested monthly in different funds and shares from 2015 to 2020, as well as loan details showing the outstanding amount decreasing each month as EMIs are paid. The total value of different investments and accounts are also provided.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content

    You might also like

    Mutual Fund Investment

    Uploaded by

    Prasanna Deosarkar
    15 views10 pages
    This document appears to be a record of various investments made by an individual over time, including investments in mutual funds, shares, recurring deposits, demat account, and loans. It tracks the amounts invested monthly in different funds and shares from 2015 to 2020, as well as loan details showing the outstanding amount decreasing each month as EMIs are paid. The total value of different investments and accounts are also provided.

    Original Description:

    djfdskfhdsfjs

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document appears to be a record of various investments made by an individual over time, including investments in mutual funds, shares, recurring deposits, demat account, and loans. It tracks the amounts invested monthly in different funds and shares from 2015 to 2020, as well as loan details showing the outstanding amount decreasing each month as EMIs are paid. The total value of different investments and accounts are also provided.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    15 views10 pages

    Mutual Fund Investment

    Uploaded by

    Prasanna Deosarkar
    This document appears to be a record of various investments made by an individual over time, including investments in mutual funds, shares, recurring deposits, demat account, and loans. It tracks the amounts invested monthly in different funds and shares from 2015 to 2020, as well as loan details showing the outstanding amount decreasing each month as EMIs are paid. The total value of different investments and accounts are also provided.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 10

    Mutual Fund Investment

    Month/year

    Kotak Select Focus Axis long term equity

    Jun-15

    1000

    1000

    Jul-15

    1000

    1000

    Aug-15
    Sep-15

    1000
    1000

    1000
    1000

    Oct-15
    Nov-15
    Dec-15
    Jan-16

    1000
    1000
    1000
    1000

    1000
    1000
    1000
    1000

    Feb-16
    Mar-16
    Apr-16
    May-16
    Jun-16
    Jul-16

    1000
    1000

    1000
    1000

    Aug-16
    Sep-16
    Oct-16
    Nov-16
    Dec-16
    Jan-17
    Feb-17
    Mar-17
    Apr-17
    May-17
    Jun-17
    Jul-17
    Aug-17
    Sep-17
    Oct-17
    Nov-17
    Dec-17
    Jan-18
    Feb-18

    Mar-18
    Apr-18
    May-18
    Jun-18
    Jul-18
    Aug-18
    Sep-18
    Oct-18
    Nov-18
    Dec-18
    Jan-19
    Feb-19
    Mar-19
    Apr-19
    May-19
    Jun-19
    Jul-19
    Aug-19
    Sep-19
    Oct-19
    Nov-19
    Dec-19
    Jan-20
    Feb-20
    Mar-20
    Apr-20
    May-20
    Jun-20
    Jul-20
    Aug-20
    Sep-20
    Oct-20
    Nov-20
    Dec-20
    Total

    10000

    10000

    utual Fund Investment


    sbi magnum midcap franklin build india franklin high growth co

    1000
    1000

    1000

    2000

    1000
    1000
    1000
    1000

    1000
    1000
    1000
    1000

    2000
    2000
    2000
    2000

    1000
    1000

    1000
    1000

    2000
    2000

    8000

    7000

    14000

    RD
    Kotak RD DSP BR Micro

    2000

    RD

    2000
    2000

    DEMAT

    49500
    18000
    16154.03

    Total

    83654

    MF

    2000
    2000
    2000
    2000
    2000
    2000

    500

    18000

    500

    Shares
    S.No Name
    1

    Units

    Ashok Leyland Ltd.

    Amount

    Months

    208.95

    Sep-15

    77.89

    Oct-15

    90
    10

    186.02
    288.02

    Nov-15
    Dec-15

    5
    100
    6 Axis Bank Ltd.
    4
    7 ICICI Bank Ltd.
    2
    8 State Bank of India
    31
    Nitin Fire Protection Industries Ltd.
    9
    20
    10 Spicejet Ltd.
    1
    11 Ashok Leyland Ltd.
    5
    12 cals refineries
    1000
    13 granules india
    5
    14 kotak mahindra bank
    2

    964.15
    2252.41
    713.64
    7824.32

    Jan-16
    Feb-16
    Mar-16
    Apr-16

    1042.15
    15.48

    May-16
    Jun-16
    Jul-16
    Aug-16
    Sep-16
    Oct-16

    Camlin Fine Sciences Ltd.

    Commex Technology Ltd.


    3
    4 Punj Lloyd Ltd.
    Unitech Ltd.

    455.25
    80
    787.75
    1258

    16154.03

    Nov-16
    Dec-16
    Jan-17
    Feb-17
    Mar-17
    Apr-17
    May-17
    Jun-17
    Jul-17
    Aug-17
    Sep-17
    Oct-17
    Nov-17
    Dec-17
    Jan-18
    Feb-18
    Mar-18
    Apr-18
    May-18

    Jun-18
    Jul-18
    Aug-18
    Sep-18
    Oct-18
    Nov-18
    Dec-18
    Jan-19
    Feb-19
    Mar-19
    Apr-19
    May-19
    Jun-19
    Jul-19
    Aug-19

    LOANS
    EMI

    448800
    9350

    439450

    9350

    430100

    9350
    9350

    420750
    411400

    9350
    9350
    9350
    9350

    402050
    392700
    383350
    374000

    9350
    9350
    9350
    9350
    9350
    9350

    364650
    355300
    345950
    336600
    327250
    317900

    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350

    308550
    299200
    289850
    280500
    271150
    261800
    252450
    243100
    233750
    224400
    215050
    205700
    196350
    187000
    177650
    168300
    158950
    149600
    140250

    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350
    9350

    130900
    121550
    112200
    102850
    93500
    84150
    74800
    65450
    56100
    46750
    37400
    28050
    18700
    9350
    0

    You might also like