The document is an account statement from Upstox Securities Private Limited for the client Chandrasekhar Kammara, detailing his mutual fund investments as of January 23, 2025. It includes information on two ELSS funds, their purchase and current values, and transaction history. The statement also contains disclaimers regarding market risks and tax benefits associated with the investments.
The document is an account statement from Upstox Securities Private Limited for the client Chandrasekhar Kammara, detailing his mutual fund investments as of January 23, 2025. It includes information on two ELSS funds, their purchase and current values, and transaction history. The statement also contains disclaimers regarding market risks and tax benefits associated with the investments.
The document is an account statement from Upstox Securities Private Limited for the client Chandrasekhar Kammara, detailing his mutual fund investments as of January 23, 2025. It includes information on two ELSS funds, their purchase and current values, and transaction history. The statement also contains disclaimers regarding market risks and tax benefits associated with the investments.
The document is an account statement from Upstox Securities Private Limited for the client Chandrasekhar Kammara, detailing his mutual fund investments as of January 23, 2025. It includes information on two ELSS funds, their purchase and current values, and transaction history. The statement also contains disclaimers regarding market risks and tax benefits associated with the investments.
UCC code : 42A28Z Name : CHANDRASEKHAR KAMMARA Registered Address : As per demat(Refer CMR) Email : chandrasekhar.kammara@gmail.com Nomination : Manasa Kammara Mobile : 7032822878 FATCA Status : Yes Pan : BAWPK1579D CKYC Status : Yes DP ID : 12081800 Primary Bank : ICICI BANK LIMITED Ben ID : 52744869 Bank Account No : 059801543833
PROFIT / LOSS FUND NAME FOLIO NO. UNITS PURCHASED (RS.) CURRENT (RS.) SCHEME CODE (%)
QUANT ELSS TAX SAVER FUND DIRECT PLAN - GROWTH 51039531856 162.712 49997.50 61644.01 11646.51 QUTPDG-GR
TATA ELSS TAX SAVER FUND DIRECT PLAN GROWTH 9449832/15 705.809 25998.70 33555.64 7556.94 TATSFGZ-GR
Order History ( Completed ) :
FUND NAME FOLIO NO ORDER DATE TYPE UNITS AMOUNT (RS.)
Quant ELSS Tax Saver Growth Option Direct Plan 51039531856 18-09-2024 Buy 162.71 50000.0
Tata ELSS Tax Saver Fund Growth Direct Plan 9449832/15 19-08-2024 Buy 705.81 26000.0
Disclaimer:
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
Above transaction statement includes only those transaction which was executed from Upstox portal only, any off-market transfer or AMC purchase will not be reflected here.Please co-relate with the DP transaction statement.P&L may differ due to nonavailability of cost of acquisition in the above cases due to off-market transfer if any.
Investment in Tax Saver (ELSS) Fund is eligible for availing tax benefit under Section 80C of Income Tax Act 1961, read with the circular no.-9/2005 dated 30 th Nov 05 issued by Ministry of Finance,Subject to the limits and condition specified under section 80C.
This statement is issued in lieu of demat statement as the units are purchased under demat mode with Upstox DP, For all fund related statement please write at support@upstox.com
Please co-relate the scheme and units with your demat statement and if you found any discrepancy please write to us on support@upstox.com
