Fundalysisby DARKHORSESTOCKS

Fund manager · SBI

Anup Upadhyay

Fund Manager at SBI. Runs 4 schemes worth ₹65,479 Cr.

  • Fund house

    SBIThey run their schemes at SBI.

  • AUM they run

    ₹65,479 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

    4 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Jul 2026.

  • Experience

    14 years14 years

Profile(SBI's SAI, 30 Jun 2026)

About

Role
Fund Manager
Studied
B. Tech. (Hons); PGDM
Age
43 years
Experience
14 years

Schemes now4

  1. SBI Balanced Advantage Fund₹40,545 Cr
  2. SBI Flexicap Fund₹22,109 Cr
  3. SBI Quality Fund₹2,578 Cr
  4. SBI Long Term Advantage Fund Series VI₹248 Cr

AUM they run(Jul 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202665,479−3.6%
Aug 202667,9580.0%
Jul 202667,925+1.6%
Jun 202666,856+1.8%
May 202665,6820.0%
Apr 202665,692+6.9%
Mar 202661,433−4.7%
Feb 202664,487+1.4%
Jan 202663,604−0.4%
Dec 202563,870+1.1%
Nov 202563,143+1.7%
Oct 202562,069+3.1%
AUM at month end, Sept 2026
₹65,479 Cr
+5.5% since Oct 2025
Fig. 1.The AUM of the schemes Anup Upadhyay ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Apr 2018 – now)

  1. Long Term Advantage Fund Series VI
  2. Balanced Advantage Fund
  3. Flexicap Fund
  4. Quality Fund
SBI20192020202120222023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Apr 2018 – now)

SBI

4 now · since Apr 2018
  1. SBI Balanced Advantage Fund
    Fund managerDec 2024—1y 11m₹40,545 CrBalanced AdvantageTER 0.62%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(4 schemes)

Growth · Direct plans

Return as manager
+2.68%
Beat peers
2 of 3
vs peers
+0.37 pt
Longest run
8.2 years
Beat benchmark
Upcoming
Each scheme Anup Upadhyay ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
SBI Long Term Advantage Fund Series VI
Jul '18–now · 8.2y
+14.75%+14.38%+0.37 pt––
SBI Flexicap Fund
Dec '24–now · 1.9y
−1.14%+2.32%−3.46 pt––
SBI Balanced Advantage Fund
Dec '24–now · 1.9y
+2.68%+2.02%+0.66 pt––
SBI Quality Fund
Feb '26–now · 0.6y
+4.89%−0.40%+5.29 pt––
Fig. 1.Each scheme Anup Upadhyay ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Dinesh BalachandranBalanced Advantage Fund · Flexicap Fund2 schemes
  2. Nidhi ChawlaLong Term Advantage Fund Series VI1 scheme

Career(May 2007 – Dec 2021)

Mr. Anup Upadhyay joined SBIFML in November 2024. He has earlier worked with SBIFML from

  1. Position not stated
    May 2007—Dec 202114y 8m

Source.SBI's Statement of Additional Information, as of 30 Jun 2026.