Fund manager · INVESCO

Herin Shah

Runs no scheme today.

Fund house
INVESCOThey run their schemes at INVESCO.
AUM they run
None today
Schemes
0 now · 7 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Jul 2024.
Experience
Not publishedTheir fund house's documents give no figure for it yet.

What Herin Shah's schemes hold^{(Dec 2024 – Feb 2025)}

What Herin Shah's schemes hold in Feb 2025. Tick up to 2 to plot them.
Plot	76 companies ·	₹ Cr
	HDFC Bank	16.6
	ICICI Bank	11
	Reliance Industries	7.8
	Infosys	6.1
	Bharti Airtel Limited	5.6
	Larsen and Toubro	4.7
	ITC	3.5
	Tata Consultancy Services	3.2
	Bajaj Finance Limited	3
	Mahindra and Mahindra Limited	2.9
	Axis Bank	2.8
	State Bank of India	2.7
	Kotak Mahindra Bank Limited	2.7
	Hindustan Unilever	2.4
	Sun Pharmaceutical Ind Ltd	1.8
	Titan Co Ltd	1.6
	MARUTI SUZUKI INDA LIMITED	1.5
	HCL Technologies	1.5
	Eternal Limited	1.5
	UltraTech Cement Limited	1.4
	Tata Steel Limited	1.4
	NTPC	1.4
	Trent	1.3
	Tata Motors	1.2
	Grasim Industries	1.1
	Power Grid Corporation of India	1.1
	Asian Paints	0.93
	SBI Life Insurance Co Ltd	0.92
	Tech Mahindra	0.92
	Apollo Hospitals Enterprise Limited	0.9
	Varun Beverages Limited	0.9
	Hindalco Industries	0.88
	Bajaj Auto	0.84
	Bharat Electronics	0.84
	Interglobe Aviation Limited	0.84
	Eicher Motors	0.82
	Shriram Finance Limited	0.82
	Oil and Natural Gas Corporation Limited	0.81
	Coal India	0.78
	Bharat Petroleum Corp Ltd	0.74
	Cipla	0.74
	Nestle India	0.73
	Divi s Laboratories Limited	0.67
	Britannia Industries	0.66
	Jio Financial Services Limited	0.65
	IndusInd Bank	0.61
	Tata Consumer Products Limited	0.59
	Hindustan Aeronautics Limited	0.56
	Cholamandalam DBS Finance	0.56
	Tata Power Co	0.54

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Herin Shah runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	HDFC Bank	ICICI Bank
Feb 2024	₹0 Cr	₹0 Cr
Mar 2024	₹0 Cr	₹0 Cr
Apr 2024	₹0 Cr	₹0 Cr
May 2024	₹0 Cr	₹0 Cr
Jun 2024	₹0 Cr	₹0 Cr
Jul 2024	₹0 Cr	₹0 Cr
Aug 2024	₹0 Cr	₹0 Cr
Sept 2024	₹0 Cr	₹0 Cr
Oct 2024	₹0 Cr	₹0 Cr
Nov 2024	₹0 Cr	₹0 Cr
Dec 2024	₹11.8 Cr	₹8.1 Cr
Jan 2025	₹16.3 Cr	₹11.1 Cr
Feb 2025	₹16.6 Cr	₹11 Cr

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

Allocation^{(Feb 2025)}

Market cap

		% of AUM
Large Cap	63	9.96

Mid Cap	12	0.35

Other equity	1	0.12

Cash & others		89.56

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 Herin Shah bought and sold^{(Dec 2024 – Feb 2025)}

What Herin Shah 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.