WM-1042 · client since 12 Apr 2019
Anjali Mehra
Aggressive risk profileKYC VerifiedRelationship manager · Rohan Kapoor
Portfolio value
$834,792
▲ +0.40%$3,372 today
Total invested
$655,384
6 holdings
Unrealised gain
$179,408
▲ +27.37%since inception
Active SIPs
3
of 6 positions
Performance tracking
Portfolio value vs blended benchmark · last 12 months · 63.3% over the period
- Portfolio
- Benchmark
- Invested
Asset allocation
By asset class, at current market value
Total$834.8K
- Equity59.1%$493,400
- Hybrid23.2%$193,410
- Commodity11.6%$96,789
- Liquid6.1%$51,193
Portfolio view
Holdings
| Fund | Units | Avg cost | NAV | Invested | Value | Gain |
|---|---|---|---|---|---|---|
 Meridian Global Equity Alpha EquitySIP | 1,420.50 | 106.40 | 148.32+0.84% | $151,141 | $210,689 | $59,54739.4% |
 Helios Balanced Advantage HybridSIP | 3,150.00 | 51.20 | 61.40+0.31% | $161,280 | $193,410 | $32,13019.9% |
 Cobalt Emerging Markets EquitySIP | 2,180.00 | 62.15 | 76.22-0.58% | $135,487 | $166,160 | $30,67322.6% |
| 980.25 | 88.30 | 118.90+0.67% | $86,556 | $116,552 | $29,99634.7% | |
 Bullion Gold Tracker Commodity | 1,650.00 | 44.90 | 58.66+1.22% | $74,085 | $96,789 | $22,70430.6% |
 Harbour Liquid Reserve Liquid | 42.50 | 1,102.00 | 1,204.55+0.01% | $46,835 | $51,193 | $4,3589.3% |
Activity
Recent transactions
Meridian Global Equity Alpha
TXN-1042-10 · 05 Sept 2026
Buy
$24,228
177.563 units @ 136.45
Cobalt Emerging Markets
TXN-1042-20 · 29 Aug 2026
Buy
$19,108
272.500 units @ 70.12
Verdant Sustainable Equity
TXN-1042-30 · 22 Aug 2026
Buy
$17,872
163.375 units @ 109.39
Helios Balanced Advantage
TXN-1042-40 · 15 Aug 2026
Buy
$22,243
393.750 units @ 56.49
Bullion Gold Tracker
TXN-1042-50 · 08 Aug 2026
Buy
$14,842
275.000 units @ 53.97
Meridian Global Equity Alpha
TXN-1042-11 · 05 Aug 2026
SIP
$24,756
177.563 units @ 139.42