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The document contains details of SIP transactions for two investors, N Venkateshwaran and Aparna Venkateshwaran. It lists 7 SIPs for N Venkateshwaran that were stopped in July 2012 with a total amount of Rs. 15,000. It then lists 11 active SIPs for N Venkateshwaran and Aparna Venkateshwaran from various fund houses with a total amount of Rs. 30,000 going through different banks. It appears to be a report capturing the investors' SIP transactions and status.
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- 1. Sr.No. DATE Investor Name Scheme FUND HOUSE Amount Transaction Type Debit Bank Status 1 10-Jul-12 N VENKATESHWARAN Regular Saving Fund RELIANCE 2,500.00 SIP STOPPAGE UCO BANK In-Active 2 10-Jul-12 N VENKATESHWARAN Tax Saver Fund RELIANCE 2,000.00 SIP STOPPAGE UCO BANK In-Active 3 10-Jul-12 N VENKATESHWARAN Top 100 Equity Fund DSP 2,500.00 SIP STOPPAGE UCO BANK In-Active 4 10-Jul-12 N VENKATESHWARAN Tax Saver Fund DSP 2,000.00 SIP STOPPAGE UCO BANK In-Active 5 10-Jul-12 N VENKATESHWARAN Tax Saver Fund SUNDARAM 2,000.00 SIP STOPPAGE UCO BANK In-Active 6 10-Jul-12 N VENKATESHWARAN Magnum Tax Gain SBI 2,000.00 SIP STOPPAGE UCO BANK In-Active 7 10-Jul-12 N VENKATESHWARAN TaxSheild Fund FRANKLIN 2,000.00 SIP STOPPAGE UCO BANK In-Active TOTAL 15,000.00 Sr.No. DATE Investor Name Scheme FUND HOUSE Amount Transaction Type Debit Bank Status 1 10-Jul-12 APARNA VENKATESHWARAN BALANCED FUND HDFC 2,500.00 SIP UCO BANK Active 2 10-Jul-12 APARNA VENKATESHWARAN GOLD SAVING FUND RELIANCE 2,500.00 SIP UCO BANK Active 3 10-Jul-12 N VENKATESHWARAN Top 100 Equity Fund DSP BR 2,500.00 SIP UCO BANK Active 4 10-Jul-12 N VENKATESHWARAN Top 100 Equity Fund DSP BR 2,000.00 SIP UCO BANK Active 5 10-Jul-12 N VENKATESHWARAN BLUECHIP FUND FRANKLIN 6,000.00 SIP UCO BANK Active 6 10-Jul-12 N VENKATESHWARAN BANKING FUND RELIANCE 2,500.00 SIP UCO BANK Active 7 10-Jul-12 N VENKATESHWARAN BANKING FUND RELIANCE 1,500.00 SIP SBI BANK Active 8 10-Jul-12 N VENKATESHWARAN TOP 200 FUND HDFC 3,000.00 SIP SBI BANK Active 9 10-Jul-12 N VENKATESHWARAN BALANCED FUND HDFC 2,000.00 SIP SBI BANK Active 10 10-Jul-12 N VENKATESHWARAN FOCUSED BLUECHIP EQ ICICI PRU 2,500.00 SIP SBI BANK Active 11 10-Jul-12 N VENKATESHWARAN DYNAMIC PLAN ICICI PRU 3,000.00 SIP SBI BANK Active TOTAL 30,000.00 Recommendation From Monitor Finance Existing SIP From Others