Fundalysisby DARKHORSESTOCKS

Fund manager · Aditya Birla

Dhaval Joshi

Fund Manager and Senior Analyst at Aditya Birla. Runs 6 schemes worth ₹35,840 Cr.

  • Fund house

    Aditya BirlaThey run their schemes at Aditya Birla.

  • AUM they run

    ₹35,840 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

    6 now · 36 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 and Senior Analyst
Age
41 years
Experience
~18 years

Schemes now6

  1. Aditya Birla Sun Life Flexi Cap Fund₹27,982 Cr
  2. Aditya Birla Sun Life Small Cap Fund₹6,120 Cr
  3. Aditya Birla Sun Life Manufacturing Equity Fund₹1,386 Cr
  4. Aditya Birla Sun Life International Equity Fund₹352 Cr
  5. Aditya Birla Sun Life Global Emerging Opportunities FundNov 2022
  6. Aditya Birla Sun Life Global Excellence Equity Fund of FundNov 2022

AUM they run(Nov 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202635,840−4.4%
Aug 202637,505+3.9%
Jul 202636,097+2.9%
Jun 202635,088+4.6%
May 202633,542+5.8%
Apr 202631,699+9.9%
Mar 202628,840−8.5%
Feb 202631,526+2.0%
Jan 202630,909−0.3%
Dec 202530,992+0.6%
Nov 202530,817+0.9%
Oct 202530,539−80.3%
AUM at month end, Sept 2026
₹35,840 Cr
+17.4% since Oct 2025
Fig. 1.The AUM of the schemes Dhaval Joshi 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(Nov 2022 – now)

  1. Pharma Healthcare Fund
  2. Flexi Cap Fund
  3. Small Cap Fund
  4. International Equity Fund
  5. Global Emerging Opportunities Fund
  6. Global Excellence Equity Fund of Fund
  7. US Equity Passive FoF
  8. Dynamic Asset Allocation Omni FoF
  9. Infrastructure Fund
  10. Large Cap Fund
  11. Banking and Financial Services Fund
  12. Midcap Fund
Aditya Birla2023202420252026
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(Nov 2022 – now)

Aditya Birla

6 now · since Nov 2022
  1. Aditya Birla Sun Life Flexi Cap Fund
    Co-managerNov 2022—4y₹27,982 CrFlexi CapTER 0.88%
  2. Aditya Birla Sun Life Manufacturing Equity Fund
    Fund managerMay 2026—6m₹1,386 CrSectoral / ThematicTER 1.14%

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

Performance(43 schemes)

Growth · Direct plans

Return as manager
+15.34%
Beat peers
18 of 41
vs peers
−0.64 pt
Longest run
3.9 years
Beat benchmark
Upcoming
Each scheme Dhaval Joshi 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 Conservative Hybrid Fund
Nov '22–Oct '24 · 1.9y
+11.78%+12.93%−1.15 pt––
Aditya Birla Sun Life Retirement Fund The 50S Plan
Nov '22–Oct '24 · 1.9y
+12.34%+24.78%−12.44 pt––
Aditya Birla Sun Life Global Emerging Opportunities Fund
Nov '22–now · 3.9y
+17.54%+24.64%−7.10 pt––
Aditya Birla Sun Life Large Cap Fund
Nov '22–Oct '25 · 2.9y
+15.15%+15.14%+0.01 pt––
Aditya Birla Sun Life US Equity Passive FoF
Nov '22–Jul '26 · 3.7y
+35.46%+24.89%+10.57 pt––
Aditya Birla Sun Life Banking and Financial Services Fund
Nov '22–Oct '25 · 2.9y
+16.28%+18.77%−2.49 pt––
Aditya Birla Sun Life Midcap Fund
Nov '22–Oct '25 · 2.9y
+19.73%+21.90%−2.17 pt––
Aditya Birla Sun Life MNC Fund
Nov '22–Oct '25 · 2.9y
+14.02%+18.77%−4.75 pt––
Aditya Birla Sun Life Value Fund
Nov '22–Oct '25 · 2.9y
+19.97%+19.65%+0.32 pt––
Aditya Birla Sun Life Multi Cap Fund
Nov '22–Oct '25 · 2.9y
+17.60%+20.11%−2.50 pt––
Aditya Birla Sun Life Conservative Hybrid Active FoF
Nov '22–Sep '25 · 2.8y
+12.15%+17.28%−5.13 pt––
Aditya Birla Sun Life Retirement Fund The 30S Plan
Nov '22–Oct '24 · 1.9y
+25.74%+22.17%+3.57 pt––
Aditya Birla Sun Life Flexi Cap Fund
Nov '22–now · 3.9y
+13.91%+11.90%+2.01 pt––
Aditya Birla Sun Life Money Market Fund
Nov '22–Sep '24 · 1.8y
+7.71%+7.53%+0.18 pt––
Aditya Birla Sun Life Ultra Short to Short Term Fund
Nov '22–Sep '24 · 1.8y
+7.72%+7.58%+0.14 pt––
Aditya Birla Sun Life Aggressive Hybrid Fund
Nov '22–Oct '25 · 2.9y
+13.68%+14.28%−0.60 pt––
Aditya Birla Sun Life Infrastructure Fund
Nov '22–Oct '25 · 2.9y
+24.12%+18.61%+5.51 pt––
Aditya Birla Sun Life Dividend Yield Fund
Nov '22–Oct '25 · 2.9y
+19.77%+18.78%+0.99 pt––
Aditya Birla Sun Life Special Opportunities Fund
Nov '22–Oct '25 · 2.9y
+18.92%+18.61%+0.31 pt––
Aditya Birla Sun Life Business Cycle Fund
Nov '22–Oct '25 · 2.9y
+13.66%+18.77%−5.11 pt––
Aditya Birla Sun Life PSU Equity Fund
Nov '22–Oct '25 · 2.9y
+29.05%+18.61%+10.44 pt––
Aditya Birla Sun Life Digital India Fund
Nov '22–Oct '25 · 2.9y
+12.58%+18.77%−6.19 pt––
Aditya Birla Sun Life ELSS Tax Saver Fund
Nov '22–Oct '25 · 2.9y
+14.74%+17.64%−2.90 pt––
Aditya Birla Sun Life International Equity Fund
Nov '22–now · 3.9y
+18.44%+13.51%+4.93 pt––
Aditya Birla Sun Life Pharma Healthcare Fund
Nov '22–Oct '25 · 2.9y
+21.81%+18.61%+3.21 pt––
Aditya Birla Sun Life Global Excellence Equity Fund of Fund
Nov '22–now · 3.9y
+23.19%+24.64%−1.44 pt––
Aditya Birla Sun Life Large Mid Cap Fund
Nov '22–Oct '25 · 2.9y
+14.18%+17.86%−3.68 pt––
Aditya Birla Sun Life BAL Bhavishya Yojna
Nov '22–Oct '25 · 2.9y
+14.42%+12.94%+1.48 pt––
Aditya Birla Sun Life ESG Integration Strategy Fund
Nov '22–Oct '25 · 2.9y
+13.56%+18.77%−5.22 pt––
Aditya Birla Sun Life Consumption Fund
Nov '22–Oct '25 · 2.9y
+15.34%+18.77%−3.43 pt––
Aditya Birla Sun Life Aggressive Hybrid Omni FoF
Nov '22–Sep '25 · 2.8y
+14.54%+17.28%−2.75 pt––
Aditya Birla Sun Life Retirement Fund The 50S Plus Debt Plan
Nov '22–Oct '24 · 1.9y
+7.26%+24.78%−17.52 pt––
Aditya Birla Sun Life Multi Asset Omni FoF
Nov '22–Oct '25 · 2.9y
+18.27%+17.55%+0.72 pt––
Aditya Birla Sun Life Small Cap Fund
Nov '22–now · 3.9y
+18.14%+18.92%−0.78 pt––
Aditya Birla Sun Life Retirement Fund The 40S Plan
Nov '22–Oct '25 · 2.9y
+14.17%+13.92%+0.24 pt––
Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF
Nov '22–Apr '26 · 3.4y
+12.37%+14.31%−1.94 pt––
Aditya Birla Sun Life Multi Asset Allocation Fund
Feb '23–Oct '25 · 2.7y
+19.15%+19.18%−0.03 pt––
Aditya Birla Sun Life Multi Asset Passive FoF
Mar '23–Oct '25 · 2.6y
+20.66%+20.61%+0.06 pt––
Aditya Birla Sun Life Focused Fund
Mar '23–Oct '25 · 2.6y
+19.68%+20.31%−0.64 pt––
Aditya Birla Sun Life Transportation and Logistics Fund
Nov '23–Oct '25 · 1.9y
+25.95%+17.81%+8.14 pt––
Aditya Birla Sun Life quant Fund
Jul '24–Oct '25 · 1.3y
−3.12%+2.74%−5.86 pt––
Aditya Birla Sun Life Manufacturing Equity Fund
Jun '25–Oct '25 · 0.3y
+3.37%+1.77%+1.60 pt––
Aditya Birla Sun Life Manufacturing Equity Fund
May '26–now · 0.5y
+8.82%+0.55%+8.27 pt––
Fig. 1.Each scheme Dhaval Joshi ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Abhinav KhandelwalSmall Cap Fund1 scheme
  2. Harish KrishnanFlexi Cap Fund1 scheme