Fund manager · HSBC

Kapil Punjabi

Runs no scheme today.

Fund house
HSBCThey run their schemes at HSBC.
AUM they run
None today
Schemes
0 now · 16 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.
Experience
Not publishedTheir fund house's documents give no figure for it yet.

What Kapil Punjabi's schemes hold^{(Aug 2018 – Mar 2025)}

What Kapil Punjabi's schemes hold in Mar 2025. Tick up to 2 to plot them.
Plot	216 companies ·	₹ Cr
	HDFC Bank	454
	ICICI Bank	433
	Reliance Industries	282
	Axis Bank	269
	Eternal Limited	184
	State Bank of India	174
	Bharti Airtel Limited	173
	Infosys	166
	Mahindra and Mahindra Limited	160
	Bajaj Finance Limited	155
	Kotak Mahindra Bank Limited	154
	Trent	143
	GE Vernova T D India Limited	136
	Bank of Baroda	126
	NTPC	119
	Sun Pharmaceutical Ind Ltd	117
	Shriram Finance Limited	111
	Jubilant Foodworks Limited	103
	Federal Bank	99.6
	Tata Power Co	95
	Dixon Technologies India Limited	94.6
	Larsen and Toubro	86.8
	BLUE STAR	86.1
	Varun Beverages Limited	84.7
	Transformers And Rectifiers India Limited	84
	Neuland Laboratories Limited	83.2
	UltraTech Cement Limited	82.2
	PB Fintech Limited	81.1
	Nippon Life Asset Management Limited	80.3
	Safari Industries India Limited	79.9
	Multi Commodity Exchange of India Limited	78.9
	Oberoi Realty	74.7
	Persistent Systems	74
	Lupin	71.1
	Indian Hotels Co	70.3
	Kaynes Technology India Limited	69.1
	Radico Khaitan Limited	68.9
	Bharat Electronics	68.3
	Tata Motors	68
	MARUTI SUZUKI INDA LIMITED	67.5
	ITC	66.2
	Divi s Laboratories Limited	65
	K P R Mill Limited	64.6
	Wipro	64
	Power Finance Corporation	62
	Firstsource Solutions Limited	61.4
	Time Technoplast Limited	58.3
	Power Mech Projects Limited	58.2
	Sai Life Sciences Limited	57.3
	Bombay Stock Exchange Limited BSE	56.9

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Kapil Punjabi runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	HDFC Bank	ICICI Bank
Mar 2024	₹33.8 Cr	₹50.2 Cr
Apr 2024	₹35.4 Cr	₹60.5 Cr
May 2024	₹227 Cr	₹152 Cr
Jun 2024	₹165 Cr	₹172 Cr
Jul 2024	₹249 Cr	₹174 Cr
Aug 2024	₹202 Cr	₹208 Cr
Sept 2024	₹218 Cr	₹172 Cr
Oct 2024	₹261 Cr	₹188 Cr
Nov 2024	₹298 Cr	₹271 Cr
Dec 2024	₹216 Cr	₹258 Cr
Jan 2025	₹225 Cr	₹328 Cr
Feb 2025	₹378 Cr	₹383 Cr
Mar 2025	₹454 Cr	₹433 Cr

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

Allocation^{(Mar 2025)}

Market cap

		% of AUM
Large Cap	75	12.19

Mid Cap	69	4.63

Small Cap	70	4.40

Unlisted	1	0.002

Other equity	1	0.011

Debt	143	38.13

Cash & others		40.63

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 Kapil Punjabi bought and sold^{(Apr 2024 – Mar 2025)}

What Kapil Punjabi 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.