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

What Dhaval Joshi's schemes hold^{(Nov 2022 – Sept 2026)}

What Dhaval Joshi's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	267 companies ·	₹ Cr
	ICICI Bank	1,566
	HDFC Bank	1,094
	Kotak Mahindra Bank Limited	995
	Reliance Industries	721
	Ather Energy Limited	606
	Dr Lal Path Labs Limited	591
	Sona Blw Precision Forgings	587
	State Bank of India	586
	Bharat Forge	566
	Infosys	563
	Lenskart Solutions Limited	548
	Meesho Ltd	547
	Radico Khaitan Limited	545
	Mankind Pharma Limited	535
	United Spirits	523
	Hindalco Industries	511
	HCL Technologies	505
	Shriram Finance Limited	491
	Trent	485
	Jindal Steel and Power Limited	483
	Bharti Airtel Limited	474
	Welspun Corp	473
	Grasim Industries	444
	Persistent Systems	442
	Federal Bank	436
	Tech Mahindra	430
	Axis Bank	429
	Mahindra and Mahindra Limited	428
	APL Apollo Tubes	427
	CG Power and Industrial Solutions Limited	423
	SBI Life Insurance Co Ltd	407
	Tata Consumer Products Limited	404
	GMR Airport Ltd	394
	Larsen and Toubro	383
	Godrej Consumer Products	374
	Sai Life Sciences Limited	368
	Bajaj Finserv Limited	364
	Eternal Limited	356
	SRF	346
	Bajaj Auto	331
	Adani Energy Solutions Limited	329
	ICICI Lombard General Insurance Co	318
	Hindustan Petroleum Corp Ltd	298
	V Guard Industries Limited	283
	Kalpataru Projects International Limited	282
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	279
	AU Small Finance Bank Limited	278
	LandT Finance Holdings Limited	263
	Asian Paints	256
	Atul	251

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Dhaval Joshi runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Sept 2025	₹8,076 Cr	₹7,061 Cr
Oct 2025	₹1,657 Cr	₹1,092 Cr
Nov 2025	₹1,646 Cr	₹1,114 Cr
Dec 2025	₹1,591 Cr	₹1,096 Cr
Jan 2026	₹1,606 Cr	₹1,027 Cr
Feb 2026	₹1,634 Cr	₹981 Cr
Mar 2026	₹1,429 Cr	₹878 Cr
Apr 2026	₹1,497 Cr	₹926 Cr
May 2026	₹1,489 Cr	₹893 Cr
Jun 2026	₹1,630 Cr	₹958 Cr
Jul 2026	₹1,701 Cr	₹898 Cr
Aug 2026	₹1,723 Cr	₹998 Cr
Sept 2026	₹1,566 Cr	₹1,094 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	47	43.42

Mid Cap	36	24.06

Small Cap	101	28.06

Foreign	75	0.92

Unlisted	8	0.87

Cash & others		2.68

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 Dhaval Joshi bought and sold^{(Oct 2025 – Sept 2026)}

What Dhaval Joshi 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.