Fund manager · HDFC

Amar Kalkundrikar

Fund Manager - Equities at HDFC. Runs 6 schemes worth ₹66,749 Cr.

Fund house
HDFCBefore: Nippon until Aug 2025.
AUM they run
₹66,749 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.
Schemes
6 now · 3 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
23 yearsCollectively over 23 years of experience of which nearly 20 years in Fund Management, Equity Research and Portfolio Management

What Amar Kalkundrikar's schemes hold^{(Oct 2020 – Sept 2026)}

What Amar Kalkundrikar's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	208 companies ·	₹ Cr
	ICICI Bank	4,638
	HDFC Bank	4,106
	Axis Bank	3,127
	Kotak Mahindra Bank Limited	3,079
	State Bank of India	2,372
	Eternal Limited	2,146
	Bharti Airtel Limited	2,081
	MARUTI SUZUKI INDA LIMITED	1,822
	HCL Technologies	1,591
	Interglobe Aviation Limited	1,503
	SBI Life Insurance Co Ltd	1,281
	Eicher Motors	1,112
	Sun Pharmaceutical Ind Ltd	1,094
	Aster DM Healthcare Limited	1,039
	Tata Steel Limited	962
	Hyundai Motor India Limited	939
	Bosch	912
	Reliance Industries	864
	Havells India	861
	KARUR VYSA BANK LTD	811
	Cipla	803
	Chalet Hotels Limited	778
	Britannia Industries	685
	PB Fintech Limited	642
	Adani Green Energy Limited	626
	Jsw Infrastructure Limited	596
	FSN E Commerce Ventures Limited	592
	Metropolis Healthcare Limited	542
	Nexus Select Mall Management Pvt Ltd	502
	ICICI Lombard General Insurance Co	447
	Larsen and Toubro	416
	Alkem Laboratories Limited	413
	Jubilant Foodworks Limited	377
	Mahindra and Mahindra Limited	361
	Amber Enterprises India Limited	344
	Hindustan Unilever	340
	Bajaj Auto	339
	NTPC	336
	CG Power and Industrial Solutions Limited	327
	MphasiS	324
	Infosys	303
	Lupin	303
	Bharat Electronics	278
	PNB Housing Finance Limited	269
	Sona Blw Precision Forgings	269
	360 One Wam Limited	237
	Timken India	235
	JSW Steel	231
	Dr Lal Path Labs Limited	227
	Apollo Hospitals Enterprise Limited	225

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Amar Kalkundrikar runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Sept 2025	₹742 Cr	₹791 Cr
Oct 2025	₹740 Cr	₹974 Cr
Nov 2025	₹792 Cr	₹1,030 Cr
Dec 2025	₹2,243 Cr	₹2,723 Cr
Jan 2026	₹2,263 Cr	₹2,553 Cr
Feb 2026	₹4,904 Cr	₹4,927 Cr
Mar 2026	₹4,380 Cr	₹4,096 Cr
Apr 2026	₹4,550 Cr	₹4,321 Cr
May 2026	₹4,541 Cr	₹4,195 Cr
Jun 2026	₹4,901 Cr	₹4,495 Cr
Jul 2026	₹5,008 Cr	₹4,215 Cr
Aug 2026	₹5,102 Cr	₹3,994 Cr
Sept 2026	₹4,638 Cr	₹4,106 Cr

Fig. 1.Market value of each ticked company across the schemes Amar Kalkundrikar runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	56	60.10

Mid Cap	53	16.46

Small Cap	87	15.43

Unlisted	11	0.41

Other equity	1	1.44

Cash & others		6.15

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Amar Kalkundrikar bought and sold^{(Oct 2025 – Sept 2026)}

What Amar Kalkundrikar bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.