Fund manager · SBI

Ardhendu Bhattacharya

Fixed Income Dealer & Fund Manager at SBI. Runs 12 schemes worth ₹96,762 Cr.

Fund house
SBIThey run their schemes at SBI.
AUM they run
₹96,762 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
12 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Apr 2026.
Experience
15 years15 years

Profile^{(SBI's SAI, 30 Jun 2026)}

About

Role: Fixed Income Dealer & Fund Manager
Studied: PGDM-Goa Institute of Management
Age: 41 years
Experience: 15 years

Schemes now12

SBI Arbitrage Fund₹46,309 Cr
SBI Corporate Bond Fund₹21,803 Cr
SBI Ultra Short Term Fund₹11,237 Cr
SBI Banking and PSU Debt Fund₹3,512 Cr
SBI Nifty 10 yr Benchmark G Sec ETF₹3,226 Cr
SBI Retirement Benefit Fund Aggressive Plan₹3,066 Cr
and 6 more, all below

AUM they run^{(Nov 2021 – Sept 2026)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Sept 2026	96,762	−2.9%
Aug 2026	99,643	+1.1%
Jul 2026	98,568	+0.5%
Jun 2026	98,064	+3.3%
May 2026	94,905	−0.5%
Apr 2026	95,429	+3.6%
Mar 2026	92,092	−7.1%
Feb 2026	99,160	+0.3%
Jan 2026	98,889	−1.8%
Dec 2025	1,00,703	−0.8%
Nov 2025	1,01,566	+2.6%
Oct 2025	98,974	+0.7%

AUM at month end, Sept 2026

₹96,762

−2.2% since Oct 2025

Fig. 1.The AUM of the schemes Ardhendu Bhattacharya 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^{(Jun 2021 – now)}

SBI20222023202420252026

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^{(Jun 2021 – now)}

SBI

12 now · since Jun 2021

SBI Arbitrage Fund
Fund managerDec 2024—1y 11m₹46,309 CrArbitrageTER 0.43%
SBI Dynamic Asset Allocation Active FoF
Fund manager, debtSept 2025—1y 2m₹2,214 CrFund of FundsTER 0.19%

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

Performance^{(12 schemes)}

Growth · Direct plans, Regular before 2013

Return as manager: +6.93%
Beat peers: 7 of 12
vs peers: +0.02 pt
Longest run: 5.4 years
Beat benchmark: Upcoming

Each scheme Ardhendu Bhattacharya ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.

SBI Retirement Benefit Fund Aggressive Plan	Jun '21–now · 5.4y	+12.25%	+8.83%	+3.42 pt	–	–
SBI Retirement Benefit Fund Conservative Plan	Jun '21–now · 5.4y	+6.94%	+9.31%	−2.37 pt	–	–
SBI Floating Interest Rates Fund	Jun '21–now · 5.4y	+6.62%	+6.64%	−0.02 pt	–	–
SBI Retirement Benefit Fund Aggressive Hybrid Plan	Jun '21–now · 5.4y	+11.88%	+8.83%	+3.05 pt	–	–
SBI Ultra Short Term Fund	Dec '23–now · 2.9y	+7.16%	+7.27%	−0.11 pt	–	–
SBI Corporate Bond Fund	Dec '23–now · 2.9y	+7.17%	+7.14%	+0.02 pt	–	–
SBI Banking and PSU Debt Fund	Dec '23–now · 2.9y	+7.19%	+6.97%	+0.22 pt	–	–
SBI Nifty 10 yr Benchmark G Sec ETF	Dec '23–now · 2.9y	+5.87%	+5.10%	+0.77 pt	–	–
SBI Arbitrage Fund	Dec '24–now · 1.9y	+6.93%	+6.91%	+0.01 pt	–	–
SBI Income Plus Arbitrage Active FoF	May '25–now · 1.4y	+5.45%	+7.73%	−2.28 pt	–	–
SBI Long Term Fund	Jul '25–now · 1.3y	+0.80%	−0.05%	+0.84 pt	–	–
SBI Dynamic Asset Allocation Active FoF	Sep '25–now · 1.1y	+0.41%	+5.27%	−4.86 pt	–	–

Fig. 1.Each scheme Ardhendu Bhattacharya ran, against its peers and benchmark over the same months. Source: AMFI.

Works with^{(4 now)}

Rajeev RadhakrishnanCorporate Bond Fund · Ultra Short Term Fund · Banking and PSU Debt Fund · Floating Interest Rates Fund4 schemes
Rohit ShimpiRetirement Benefit Fund Aggressive Plan · Retirement Benefit Fund Aggressive Hybrid Plan · Retirement Benefit Fund Conservative Plan3 schemes
Neeraj KumarArbitrage Fund1 scheme
Nidhi ChawlaDynamic Asset Allocation Active FoF1 scheme

Career^{(Apr 2010 – Jun 2013)}

Primarily involved in trading in money markets and short-term corporate bonds Citibank N.A

Position not stated
Apr 2010—Jun 20133y 3m

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