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.

What Atul Penkar's schemes hold^{(Dec 2021 – Apr 2026)}

What Atul Penkar's schemes hold in Apr 2026. Tick up to 2 to plot them.
Plot	89 companies ·	₹ Cr
	ICICI Bank	76.8
	HDFC Bank	71.9
	Reliance Industries	46.2
	Ratnakar Bank Limited	43.3
	Kotak Mahindra Bank Limited	30.7
	Mahindra and Mahindra Limited	30.5
	GMR Airport Ltd	28.5
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	28.5
	State Bank of India	27.2
	Bajaj Finance Limited	18.5
	Patanjali Foods Limited	17
	Axis Bank	16.3
	Bharti Airtel Limited	14.8
	Nexus Select Mall Management Pvt Ltd	13.5
	Idea Cellular	13.3
	Canara Bank	12.7
	One 97 Communications Limited	12.5
	Adani Enterprises	12.1
	Bombay Stock Exchange Limited BSE	12
	Asian Paints	11
	Sun Pharmaceutical Ind Ltd	10.3
	Oil and Natural Gas Corporation Limited	9.5
	ITC	9.3
	Glenmark Pharmaceuticals	8.2
	Larsen and Toubro	7.6
	INDIA GRID TRUST INV IT	7.5
	National Aluminium Co Ltd	7.3
	Tata Steel Limited	7.3
	Infosys	6.6
	Bajaj Finserv Limited	6.2
	Eternal Limited	5.7
	DLF	5.5
	Bharat Highways Invit	5.3
	Bharat Electronics	4.1
	Crompton Greaves Cons Electrical Ltd	4.1
	Vishal Mega Mart Limited	4
	Havells India	3.7
	Exide Industries	3.6
	Info Edge India Limited	3.5
	Tata Consultancy Services	3.3
	Swiggy Limited	3
	IndusInd Bank	2.8
	Grasim Industries	2.8
	Embassy Office Parks Reit	2.8
	Tata Power Co	2.6
	Hindustan Unilever	2.6
	NTPC	2.6
	Container Corporation of India Limited	2.5
	Bandhan Bank Limited	2.5
	Titan Co Ltd	2.4

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Atul Penkar runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Apr 2025	₹22.3 Cr	₹53.5 Cr
May 2025	₹22.5 Cr	₹54.1 Cr
Jun 2025	₹23.5 Cr	₹57 Cr
Jul 2025	₹55.8 Cr	₹62.4 Cr
Aug 2025	₹52.6 Cr	₹65 Cr
Sept 2025	₹52.1 Cr	₹66.9 Cr
Oct 2025	₹52 Cr	₹69.4 Cr
Nov 2025	₹53.7 Cr	₹70.8 Cr
Dec 2025	₹51.9 Cr	₹74.2 Cr
Jan 2026	₹64.5 Cr	₹69.6 Cr
Feb 2026	₹79.3 Cr	₹85.6 Cr
Mar 2026	₹79.3 Cr	₹70.5 Cr
Apr 2026	₹76.8 Cr	₹71.9 Cr

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

Allocation^{(Apr 2026)}

Market cap

		% of AUM
Large Cap	57	49.57

Mid Cap	19	9.62

Small Cap	9	6.60

REIT / InvIT	2	0.67

Other equity	2	1.36

Debt	1	0.56

Cash & others		31.62

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 Atul Penkar bought and sold^{(May 2025 – Apr 2026)}

What Atul Penkar 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.