Fund manager · Aditya Birla

Bhupesh Bameta

Fund Manager & Economist at Aditya Birla. Runs 16 schemes worth ₹15,265 Cr.

Fund house
Aditya BirlaThey run their schemes at Aditya Birla.
AUM they run
₹15,265 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
16 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.
Experience
18 years~18 years

Profile^{(Aditya Birla's SAI, 31 Aug 2026)}

About

Role: Fund Manager & Economist
Age: 45 years
Experience: ~18 years

Schemes now16

Aditya Birla Sun Life Multi Asset Allocation Fund₹7,478 Cr
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund₹3,185 Cr
Aditya Birla Sun Life Medium to Long Term Fund₹1,734 Cr
Aditya Birla Sun Life Dynamic Term Fund₹1,370 Cr
Aditya Birla Sun Life Gilt Fund₹1,175 Cr
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund₹144 Cr
and 10 more, all below

AUM they run^{(Aug 2020 – Sept 2026)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Sept 2026	15,265	−2.6%
Aug 2026	15,676	+0.8%
Jul 2026	15,546	+1.8%
Jun 2026	15,273	+1.7%
May 2026	15,020	−0.1%
Apr 2026	15,033	+3.1%
Mar 2026	14,587	−7.8%
Feb 2026	15,825	+0.8%
Jan 2026	15,698	+0.6%
Dec 2025	15,598	+0.3%
Nov 2025	15,553	+1.9%
Oct 2025	15,257	+1.9%

AUM at month end, Sept 2026

₹15,265

+0.1% since Oct 2025

Fig. 1.The AUM of the schemes Bhupesh Bameta 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^{(Aug 2020 – now)}

Aditya Birla202120222023202420252026

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^{(Aug 2020 – now)}

Aditya Birla

16 now · since Aug 2020

Aditya Birla Sun Life Multi Asset Allocation Fund
Co-managerJan 2023—3y 10m₹7,478 CrMulti Asset AllocationTER 0.51%
Aditya Birla Sun Life Medium to Long Term Fund
Fund managerAug 2020—6y 3m₹1,734 CrMedium to Long TermTER 0.59%

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

Performance^{(13 schemes)}

Growth · Direct plans, Regular before 2013

Return as manager: +6.94%
Beat peers: 5 of 13
vs peers: −0.25 pt
Longest run: 6.2 years
Beat benchmark: Upcoming

Each scheme Bhupesh Bameta 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 Medium to Long Term Fund	Aug '20–now · 6.2y	+5.29%	+5.46%	−0.18 pt	–	–
Aditya Birla Sun Life Gilt Fund	Aug '20–now · 6.2y	+4.88%	+5.14%	−0.26 pt	–	–
Aditya Birla Sun Life Dynamic Term Fund	Aug '20–now · 6.2y	+7.03%	+5.75%	+1.28 pt	–	–
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund	Jan '22–now · 4.7y	+6.39%	+9.22%	−2.83 pt	–	–
Aditya Birla Sun Life Long Term Fund	Jan '23–now · 3.8y	+6.61%	+6.15%	+0.46 pt	–	–
Aditya Birla Sun Life Multi Asset Allocation Fund	Feb '23–now · 3.7y	+15.72%	+14.54%	+1.18 pt	–	–
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund	Feb '23–now · 3.7y	+7.22%	+7.48%	−0.25 pt	–	–
Aditya Birla Sun Life CRISIL IBX Gilt Apr 2028 Index Fund	Mar '23–now · 3.6y	+6.94%	+9.03%	−2.10 pt	–	–
Aditya Birla Sun Life US Treasury 3 10 Year Bonds ETFs Passive FoF	Nov '23–now · 2.9y	+8.87%	+28.60%	−19.72 pt	–	–
Aditya Birla Sun Life US Treasury 1 3 Year Bonds ETFs Passive FoF	Nov '23–now · 2.9y	+9.38%	+28.60%	−19.22 pt	–	–
Aditya Birla Sun Life CRISIL IBX Gilt Apr 2033 Index Fund	Dec '23–now · 2.8y	+6.71%	+7.15%	−0.44 pt	–	–
Aditya Birla Sun Life CRISIL IBX Gilt June 2027 Index Fund	Jun '24–now · 2.4y	+6.97%	+4.50%	+2.47 pt	–	–
Aditya Birla Sun Life CRISIL 10 Year Gilt ETF	Aug '24–now · 2.2y	+4.37%	−2.89%	+7.26 pt	–	–

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

Works with^{(6 now)}

Sanjay GodambeCRISIL 10 Year Gilt ETF · CRISIL IBX Gilt Apr 2033 Index Fund · CRISIL IBX Gilt Apr 2028 Index Fund · CRISIL IBX Gilt June 2027 Index Fund · Nifty SDL Sep 2025 Index Fund · CRISIL IBX 60 40 SDL AAA PSU Apr 2026 Index Fund · CRISIL IBX Gilt April 2026 Index Fund7 schemes
Vighnesh GuptaCRISIL 10 Year Gilt ETF · US Treasury 3 10 Year Bonds ETFs Passive FoF · US Treasury 1 3 Year Bonds ETFs Passive FoF3 schemes
Harshil SuvarnkarNifty SDL Apr 2027 Index Fund · Long Term Fund2 schemes
Mohit SharmaDynamic Term Fund · CRISIL IBX SDL Jun 2032 Index Fund2 schemes
Dhaval GalaMulti Asset Allocation Fund1 scheme
Sachin WankhedeMulti Asset Allocation Fund1 scheme