Fund manager · ICICI

Dharmesh Kakkad

Senior Fund Manager - MF Equity at ICICI. Runs 9 schemes worth ₹1,19,276 Cr.

Fund house
ICICIThey run their schemes at ICICI.
AUM they run
₹1,19,276 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
9 now · 3 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
15 yearsOver 15 years of experience

What Dharmesh Kakkad's schemes hold^{(May 2020 – Sept 2026)}

What Dharmesh Kakkad's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	143 companies ·	₹ Cr
	HDFC Bank	6,698
	ICICI Bank	5,418
	Sun Pharmaceutical Ind Ltd	4,106
	Reliance Industries	3,675
	LIC of India Ltd	3,340
	ITC	2,995
	Infosys	2,556
	Dr Reddy s Laboratories Limited	1,939
	Axis Bank	1,939
	MARUTI SUZUKI INDA LIMITED	1,928
	Hindustan Unilever	1,853
	Bharti Airtel Limited	1,790
	Tata Consultancy Services	1,713
	Kotak Mahindra Bank Limited	1,607
	NTPC	1,539
	HDFC Life Insurance Co Ltd	1,397
	SBI Life Insurance Co Ltd	1,371
	Cipla	1,241
	Bajaj Finserv Limited	1,223
	State Bank of India	1,203
	Larsen and Toubro	1,174
	Oil and Natural Gas Corporation Limited	1,012
	Tata Steel Limited	989
	UltraTech Cement Limited	974
	Apollo Tyres	846
	Biocon	824
	Tata Motors Limited	820
	Hyundai Motor India Limited	736
	Asian Paints	726
	Tata Motors	686
	ICICI Lombard General Insurance Co	659
	LIC Housing Finance	585
	Godrej Consumer Products	577
	Mahindra and Mahindra Limited	505
	Adani Wilmar Limited	488
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	450
	Coal India	444
	Akzo Nobel India Limited	401
	Bajaj Finance Limited	395
	Hero MotoCorp	365
	Mankind Pharma Limited	346
	Alkem Laboratories Limited	330
	Divi s Laboratories Limited	314
	JK Lakshmi Cement	308
	MphasiS	307
	Medplus Health Services Limited	296
	Central Bank of India	281
	Cohance Lifesciences Limited	278
	General Insurance Corporation of India	265
	ACC	257

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Dharmesh Kakkad runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	HDFC Bank	ICICI Bank
Sept 2025	₹4,809 Cr	₹3,778 Cr
Oct 2025	₹5,125 Cr	₹4,817 Cr
Nov 2025	₹5,231 Cr	₹5,633 Cr
Dec 2025	₹5,468 Cr	₹5,648 Cr
Jan 2026	₹6,118 Cr	₹5,699 Cr
Feb 2026	₹6,505 Cr	₹5,800 Cr
Mar 2026	₹6,303 Cr	₹5,269 Cr
Apr 2026	₹6,813 Cr	₹5,520 Cr
May 2026	₹6,756 Cr	₹5,809 Cr
Jun 2026	₹7,212 Cr	₹6,235 Cr
Jul 2026	₹6,884 Cr	₹6,280 Cr
Aug 2026	₹6,523 Cr	₹5,961 Cr
Sept 2026	₹6,698 Cr	₹5,418 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	66	48.93

Mid Cap	22	5.08

Small Cap	49	6.27

REIT / InvIT	2	0.079

Unlisted	3	0.12

Other equity	1	0.83

Cash & others		38.69

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 Dharmesh Kakkad bought and sold^{(Oct 2025 – Sept 2026)}

What Dharmesh Kakkad 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.