Fund manager · HDFC

Gopal Agrawal

Senior Fund Manager – Equities at HDFC. Runs 3 schemes worth ₹1,36,351 Cr.

Fund house
HDFCThey run their schemes at HDFC.
AUM they run
₹1,36,351 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
3 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024. On 44 more schemes for a slice of it: overseas, gold or arbitrage.
Experience
21 yearsOver 21 years in Fund Management and 2 years in Equity Research

What Gopal Agrawal's schemes hold^{(Jul 2020 – Sept 2026)}

What Gopal Agrawal's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	346 companies ·	₹ Cr
	ICICI Bank	6,515
	HDFC Bank	5,728
	Reliance Industries	4,253
	State Bank of India	3,868
	Bharti Airtel Limited	3,780
	Axis Bank	3,467
	Larsen and Toubro	3,000
	NTPC	2,365
	Kotak Mahindra Bank Limited	2,105
	Eternal Limited	2,058
	MARUTI SUZUKI INDA LIMITED	1,922
	Sun Pharmaceutical Ind Ltd	1,904
	Coal India	1,881
	Infosys	1,864
	HCL Technologies	1,570
	Interglobe Aviation Limited	1,475
	Lupin	1,457
	Tata Consultancy Services	1,342
	ITC	1,284
	LIC of India Ltd	1,222
	SBI Life Insurance Co Ltd	1,168
	Divi s Laboratories Limited	1,089
	IndusInd Bank	1,002
	Embassy Office Parks Reit	991
	Mahindra and Mahindra Limited	970
	GAIL India	950
	Tata Steel Limited	932
	Hindustan Petroleum Corp Ltd	925
	Hyundai Motor India Limited	914
	Aurobindo Pharma	813
	Bank of Baroda	807
	IPCA Laboratories Limited	753
	Power Finance Corporation	752
	Bharat Petroleum Corp Ltd	738
	Jindal Steel and Power Limited	696
	AU Small Finance Bank Limited	693
	Hindustan Aeronautics Limited	686
	Apar Industries Limited	661
	UltraTech Cement Limited	650
	Kaynes Technology India Limited	638
	Jsw Infrastructure Limited	621
	Bharat Forge	620
	MphasiS	613
	Rec Limited	579
	Cholamandalam DBS Finance	550
	Ambuja Cement	539
	Brookfield India Real Estate Trust	523
	Alkem Laboratories Limited	522
	Hindustan Unilever	516
	Bajaj Auto	514

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Gopal Agrawal runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Sept 2025	₹5,954 Cr	₹6,983 Cr
Oct 2025	₹5,715 Cr	₹7,249 Cr
Nov 2025	₹6,126 Cr	₹7,494 Cr
Dec 2025	₹8,274 Cr	₹10,007 Cr
Jan 2026	₹8,129 Cr	₹9,114 Cr
Feb 2026	₹6,383 Cr	₹6,485 Cr
Mar 2026	₹5,582 Cr	₹5,491 Cr
Apr 2026	₹5,848 Cr	₹5,792 Cr
May 2026	₹6,193 Cr	₹5,884 Cr
Jun 2026	₹6,778 Cr	₹6,466 Cr
Jul 2026	₹7,075 Cr	₹6,062 Cr
Aug 2026	₹7,167 Cr	₹5,738 Cr
Sept 2026	₹6,515 Cr	₹5,728 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	78	51.72

Mid Cap	97	16.40

Small Cap	161	11.92

REIT / InvIT	3	0.25

Unlisted	6	0.15

Other equity	1	0.68

Cash & others		18.88

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 Gopal Agrawal bought and sold^{(Oct 2025 – Sept 2026)}

What Gopal Agrawal 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.