Fund manager · HDFC

Balakumar B

Fund Manager and Senior Equity Analyst at HDFC. Runs 1 scheme worth ₹1,371 Cr.

  • Fund house

    HDFCThey run their schemes at HDFC.
  • AUM they run

    ₹1,371 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

    1 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.
  • Experience

    15 yearsOver 15 years of experience in equity research, consulting, application development

Profile(HDFC's SAI, 30 Jun 2026)

About

Role
Fund Manager and Senior Equity Analyst
Studied
B.Tech (IT – Coimbatore Institute of Technology), PGDM (IIM Calcutta), CFA (USA)
Age
38 years
Experience
Over 15 years of experience in equity research, consulting, application development

Schemes now1

AUM they run(Sept 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,371−7.6%
Aug 20261,4840.0%
Jul 20261,483+16.0%
Jun 20261,279−4.2%
May 20261,335+0.5%
Apr 20261,328+5.1%
Mar 20261,264−7.7%
Feb 20261,369−14.0%
Jan 20261,591−2.0%
Dec 20251,624+1.2%
Nov 20251,604+2.3%
Oct 20251,569+11.1%
AUM at month end, Sept 2026
₹1,371 Cr
−12.6% since Oct 2025
Fig. 1.The AUM of the schemes Balakumar B 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(Sept 2023 – now)

HDFC

1 now · since Sept 2023
  1. Fund managerSept 2023—3y 2m₹1,371 CrThematicTER 1.09%

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

Performance(1 schemes)

Growth · Direct plans

Return as manager
+5.35%
Beat peers
0 of 1
vs peers
−9.58 pt
Longest run
3.1 years
Beat benchmark
Upcoming
Each scheme Balakumar B ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Sep '23–now · 3.1y
+5.35%+14.93%−9.58 pt––
Fig. 1.Each scheme Balakumar B ran, against its peers and benchmark over the same months. Source: AMFI.

Career(Jun 2009 – now)

HDFC Asset Management Company Limited

  1. Position not stated
    Sept 2021—5y 2m

Sanford C. Bernstein (India) Private Ltd

  1. Assistant Vice President
    May 2020—Aug 20211y 4m

UBS Business Solutions (India) Pvt. Ltd

  1. Associate Director
    Apr 2019—May 20201y 2m

Cognizant Technology Solutions India Private Ltd

  1. Research Manager
    Nov 2015—Mar 20193y 5m

Capgemini India Private Ltd

  1. Senior Consultant
    Jun 2014—Nov 20151y 6m

Infosys Ltd

  1. Senior Systems Engineer
    Jun 2009—Jun 20123y 1m

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