Fundalysisby DARKHORSESTOCKS

Fund manager · Aditya Birla

Jonas Bhutta

Fund Manager and Senior Analyst at Aditya Birla. Runs 3 schemes worth ₹2,227 Cr.

  • Fund house

    Aditya BirlaThey run their schemes at Aditya Birla.

  • AUM they run

    ₹2,227 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 Oct 2024.

  • Experience

    18 years~18 years

Profile(Aditya Birla's SAI, 31 Aug 2026)

About

Role
Fund Manager and Senior Analyst
Age
43 years
Experience
~18 years

Schemes now3

  1. Aditya Birla Sun Life Infrastructure Fund₹1,220 Cr
  2. Aditya Birla Sun Life ESG Integration Strategy Fund₹542 Cr
  3. Aditya Birla Sun Life Retirement Fund The 30S Plan₹465 Cr

AUM they run(Sept 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,227−3.9%
Aug 20262,317+1.3%
Jul 20262,288+1.2%
Jun 20262,261+3.3%
May 20262,189+36.7%
Apr 20261,602+15.8%
Mar 20261,383−10.3%
Feb 20261,542+3.1%
Jan 20261,495−3.2%
Dec 20251,544−1.7%
Nov 20251,571−1.2%
Oct 20251,590+2.8%
AUM at month end, Sept 2026
₹2,227 Cr
+40.1% since Oct 2025
Fig. 1.The AUM of the schemes Jonas Bhutta 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(Sept 2022 – now)

  1. Infrastructure Fund
  2. Retirement Fund The 30S Plan
  3. ESG Integration Strategy 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(Sept 2022 – now)

Aditya Birla

3 now · since Sept 2022
  1. Aditya Birla Sun Life Infrastructure Fund
    Fund managerSept 2022—4y 2m₹1,220 CrSectoral / ThematicTER 1.19%

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

Performance(3 schemes)

Growth · Direct plans

Return as manager
+12.72%
Beat peers
2 of 2
vs peers
+5.43 pt
Longest run
4.1 years
Beat benchmark
Upcoming
Each scheme Jonas Bhutta 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 Infrastructure Fund
Sep '22–now · 4.1y
+20.46%+13.88%+6.58 pt––
Aditya Birla Sun Life Retirement Fund The 30S Plan
Oct '24–now · 2.0y
+4.99%+0.71%+4.27 pt––
Aditya Birla Sun Life ESG Integration Strategy Fund
May '26–now · 0.5y
−1.39%+1.13%−2.52 pt––
Fig. 1.Each scheme Jonas Bhutta ran, against its peers and benchmark over the same months. Source: AMFI.