Fund manager · HDFC

Anupam Joshi

Co-Head - Fixed Income at HDFC. Runs 25 schemes worth ₹86,580 Cr.

  • Fund house

    HDFCThey run their schemes at HDFC.
  • AUM they run

    ₹86,580 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

    25 now · 2 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.
  • Experience

    25 yearsCollectively over 25 years of experience, in fund management, research and dealing

Profile(HDFC's SAI, 30 Jun 2026)

About

Role
Co-Head - Fixed Income
Studied
PGDBM Finance from Chetana’s Institute of Management & Research
Age
47 years
Experience
Collectively over 25 years of experience, in fund management, research and dealing

Schemes now26

  1. and 20 more, all below

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202686,580−7.3%
Aug 202693,364−1.4%
Jul 202694,661−0.8%
Jun 202695,426−2.0%
May 202697,413−2.4%
Apr 202699,837+2.0%
Mar 202697,861+10.7%
Feb 202688,403−0.5%
Jan 202688,805−1.7%
Dec 202590,385−2.5%
Nov 202592,711+0.3%
Oct 202592,405−36.8%
AUM at month end, Sept 2026
₹86,580 Cr
−6.3% since Oct 2025
Fig. 1.The AUM of the schemes Anupam Joshi 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(Oct 2015 – now)

HDFC201620182020202220242026
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(Oct 2015 – now)

HDFC

26 now · since Oct 2015
  1. Fund managerOct 2015—11y 1m₹29,479 CrCorporate BondTER 0.38%
  2. Fund manager, debtOct 2022—4y 1m₹21,158 CrAggressive HybridTER 1.11%

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

Performance(23 schemes)

Growth · Direct plans

Return as manager
+6.80%
Beat peers
13 of 16
vs peers
+4.07 pt
Longest run
11.0 years
Beat benchmark
Upcoming
Each scheme Anupam Joshi ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Oct '15–now · 11.0y
+7.44%+7.37%+0.06 pt––
Oct '15–now · 11.0y
+7.26%+6.94%+0.32 pt––
Oct '15–Oct '25 · 10.0y
+6.20%+6.25%−0.05 pt––
Oct '22–now · 4.0y
+8.33%+11.26%−2.93 pt––
Aug '24–now · 2.2y
+6.66%−0.05%+6.72 pt––
Aug '24–now · 2.2y
+6.13%−0.05%+6.18 pt––
Aug '24–now · 2.2y
+6.20%−0.05%+6.25 pt––
Aug '24–now · 2.2y
+6.77%−0.05%+6.83 pt––
Aug '24–now · 2.2y
+6.70%−0.05%+6.76 pt––
Aug '24–now · 2.2y
+6.92%−0.05%+6.97 pt––
Aug '24–now · 2.2y
+6.62%+6.97%−0.35 pt––
Aug '24–now · 2.2y
+6.82%−0.05%+6.88 pt––
Aug '24–now · 2.2y
+5.43%−0.05%+5.48 pt––
Aug '24–now · 2.2y
+7.14%+6.94%+0.20 pt––
Aug '24–now · 2.2y
+7.11%+6.94%+0.17 pt––
May '25–now · 1.4y
+7.10%+4.43%+2.67 pt––
Mar '26–now · 0.6y
+1.45%+1.60%−0.15 pt––
Mar '26–now · 0.6y
−7.14%−0.61%−6.54 pt––
Mar '26–now · 0.6y
−1.76%+0.75%−2.51 pt––
Mar '26–now · 0.6y
−7.71%−0.61%−7.11 pt––
Mar '26–Sep '26 · 0.5y
+1.17%+1.36%−0.18 pt––
Mar '26–now · 0.6y
−1.94%−0.61%−1.34 pt––
Mar '26–now · 0.6y
+4.09%+3.68%+0.41 pt––
Fig. 1.Each scheme Anupam Joshi ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(5 now)

  1. Sankalp BaidNifty G Sec Dec 2026 Index Fund · Nifty G Sec Jun 2036 Index Fund · Nifty G Sec July 2031 Index Fund · Nifty G Sec Sep 2032 Index Fund · Nifty G Sec Jun 2027 Index Fund · Nifty SDL Oct 2026 Index Fund · Nifty G Sec Apr 2029 Index Fund · Nifty SDL Plus G Sec Jun 2027 40 60 Index Fund8 schemes
  2. Chirag SetalvadRetirement Fund Equity Plan · Retirement Fund Hybrid Equity Plan · Retirement Fund Hybrid Debt Plan3 schemes
  3. Praveen JainUltra Short to Short Term Fund · CRISIL IBX Financial Services 9 12 Months Debt Index Fund2 schemes
  4. Anand LaddhaConservative Hybrid Fund1 scheme
  5. Ihab DalwaiAggressive Hybrid Fund1 scheme

Career(Nov 2005 – now)

HDFC Asset Management Company Limited

  1. Position not stated
    Oct 2015—11y 1m

IDFC Asset Management Company Limited

  1. Director - Investments
    Aug 2008—Sept 20157y 2m

Principal PNB Asset Management Co. Private Limited

  1. Assistant Manager - Fixed Income
    Nov 2005—Aug 20082y 10m

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