Fundalysisby DARKHORSESTOCKS

Fund manager · Aditya Birla

Atul Penkar

Runs no scheme today.

  • Fund house

    Aditya BirlaThey run their schemes at Aditya Birla.

  • AUM they run

    None today

  • Schemes

    0 now · 4 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Oct 2024.

  • Experience

    Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Their fund house's documents give no profile for them yet.

Schemes now0

None today; their last ended in May 2026.

AUM they run(Dec 2021 – Apr 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Apr 20261,087+5.6%
Mar 20261,029−4.2%
Feb 20261,074+3.0%
Jan 20261,043+2.0%
Dec 20251,023+5.1%
Nov 2025973+5.6%
Oct 2025921+1.0%
Sept 2025912+6.8%
Aug 2025854+1.7%
Jul 2025839+21.7%
Jun 2025689+6.8%
May 2025646+2.6%
AUM at month end, Apr 2026
₹1,087 Cr
+68.4% since May 2025
Fig. 1.The AUM of the schemes Atul Penkar 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(Dec 2021 – now)

  1. ELSS Tax Saver Fund
  2. BAL Bhavishya Yojna
  3. Large Mid Cap Fund
  4. Equity Savings Fund
Aditya Birla20222023202420252026
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(Dec 2021 – now)

Aditya Birla

since Dec 2021
  1. Aditya Birla Sun Life Equity Savings Fund
    Co-managerOct 2024—May 20261y 8mEquity Savings

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

Performance(4 schemes)

Growth · Direct plans

Return as manager
+17.03%
Beat peers
1 of 4
vs peers
−3.04 pt
Longest run
2.8 years
Beat benchmark
Upcoming
Each scheme Atul Penkar ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Aditya Birla Sun Life ELSS Tax Saver Fund
Dec '21–Oct '24 · 2.8y
+16.31%+22.90%−6.59 pt––
Aditya Birla Sun Life BAL Bhavishya Yojna
Dec '21–Oct '24 · 2.8y
+17.75%+18.47%−0.73 pt––
Aditya Birla Sun Life Large Mid Cap Fund
Feb '23–Oct '24 · 1.7y
+36.49%+41.83%−5.34 pt––
Aditya Birla Sun Life Equity Savings Fund
Oct '24–May '26 · 1.6y
+6.02%+3.65%+2.37 pt––
Fig. 1.Each scheme Atul Penkar ran, against its peers and benchmark over the same months. Source: AMFI.