Fund manager · Aditya Birla

Haresh Mehta

Runs no scheme today.

Fund house
Aditya BirlaThey run their schemes at Aditya Birla.
AUM they run
None today
Schemes
0 now · 17 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
Not publishedTheir fund house's documents give no figure for it yet.

What Haresh Mehta's schemes hold^{(Mar 2023 – Oct 2024)}

What Haresh Mehta's schemes hold in Oct 2024. Tick up to 2 to plot them.
Plot	313 companies ·	₹ Cr
	HDFC Bank	1,269
	ICICI Bank	1,008
	State Bank of India	396
	Axis Bank	370
	Reliance Industries	348
	Kotak Mahindra Bank Limited	340
	Infosys	261
	ITC	181
	Bharti Airtel Limited	174
	Tata Consultancy Services	174
	Larsen and Toubro	168
	IndusInd Bank	144
	Bharat Electronics	118
	Mahindra and Mahindra Limited	102
	Hindustan Unilever	93.7
	Sun Pharmaceutical Ind Ltd	91.4
	NTPC	88.4
	HCL Technologies	85.7
	Federal Bank	84.8
	Hindustan Aeronautics Limited	83.4
	Bank of Baroda	81
	Bajaj Finance Limited	79.1
	Tata Motors	75.9
	IDFC Bank Limited	73.8
	Trent	65.3
	Power Grid Corporation of India	64.8
	MARUTI SUZUKI INDA LIMITED	61.1
	Canara Bank	59.9
	Asian Paints	59
	AU Small Finance Bank Limited	58.3
	Titan Co Ltd	57.2
	UltraTech Cement Limited	54.2
	Tata Steel Limited	52.9
	Tech Mahindra	52.7
	Solar Industries India	52
	Punjab National Bank	51.4
	Coal India	49.4
	Bajaj Auto	48.4
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	48.2
	Oil and Natural Gas Corporation Limited	44.1
	Bajaj Finserv Limited	42.4
	JSW Steel	41.7
	Grasim Industries	41.3
	Hindalco Industries	40.8
	Cipla	39.6
	Nestle India	38.7
	Wipro	37.7
	Dr Reddy s Laboratories Limited	36.7
	Shriram Finance Limited	36.2
	Apollo Hospitals Enterprise Limited	34.4

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Haresh Mehta runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	HDFC Bank	ICICI Bank
Oct 2023	₹1,123 Cr	₹810 Cr
Nov 2023	₹1,181 Cr	₹823 Cr
Dec 2023	₹1,291 Cr	₹891 Cr
Jan 2024	₹1,058 Cr	₹876 Cr
Feb 2024	₹1,020 Cr	₹900 Cr
Mar 2024	₹1,169 Cr	₹912 Cr
Apr 2024	₹1,224 Cr	₹957 Cr
May 2024	₹1,191 Cr	₹898 Cr
Jun 2024	₹1,280 Cr	₹982 Cr
Jul 2024	₹1,216 Cr	₹982 Cr
Aug 2024	₹1,236 Cr	₹997 Cr
Sept 2024	₹1,295 Cr	₹1,015 Cr
Oct 2024	₹1,269 Cr	₹1,008 Cr

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

Allocation^{(Oct 2024)}

Market cap

		% of AUM
Large Cap	93	82.71

Mid Cap	127	10.06

Small Cap	91	3.43

Unlisted	1	0.051

Other equity	1	0.61

Cash & others		3.13

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 Haresh Mehta bought and sold^{(Nov 2023 – Oct 2024)}

What Haresh Mehta 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.