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

What Balakumar B's schemes hold^{(Sept 2023 – Sept 2026)}

What Balakumar B's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	27 companies ·	₹ Cr
	Bharti Airtel Limited	188
	Infosys	153
	Tata Consultancy Services	126
	HCL Technologies	104
	Tech Mahindra	70.2
	MphasiS	69
	Info Edge India Limited	63.6
	Coforge Limited	62.5
	Firstsource Solutions Limited	58.9
	Eternal Limited	54.1
	Hexaware Technologies limited	48.5
	Zensar Technolgies Limited	42.7
	eClerx Services Limited	42
	Amagi Media Labs Limited	35
	Sonata Software Limited	34.9
	Sagility India Limited	34.3
	Shiprocket Limited	24.8
	Moneyview Limited	20
	Tata Communications	19.4
	Bharti Infratel	18.1
	Bharti Hexacom Limited	15.4
	Persistent Systems	14.6
	Brainbees Solutions Limited FirstCry	14.1
	Redington India	12.6
	PB Fintech Limited	12
	PVR INOX Limited	6.9
	Unicommerce eSolutions Limited	6

Bharti Airtel Limited
Infosys

Market value of each ticked company across the schemes Balakumar B runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Bharti Airtel Limited	Infosys
Sept 2025	₹178 Cr	₹211 Cr
Oct 2025	₹208 Cr	₹224 Cr
Nov 2025	₹221 Cr	₹237 Cr
Dec 2025	₹223 Cr	₹225 Cr
Jan 2026	₹210 Cr	₹229 Cr
Feb 2026	₹201 Cr	₹199 Cr
Mar 2026	₹190 Cr	₹191 Cr
Apr 2026	₹202 Cr	₹182 Cr
May 2026	₹196 Cr	₹178 Cr
Jun 2026	₹199 Cr	₹154 Cr
Jul 2026	₹211 Cr	₹174 Cr
Aug 2026	₹194 Cr	₹174 Cr
Sept 2026	₹188 Cr	₹153 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	7	52.02

Mid Cap	7	18.71

Small Cap	11	24.50

Unlisted	2	3.26

Cash & others		1.50

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 Balakumar B bought and sold^{(Oct 2025 – Sept 2026)}

What Balakumar B 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.