Fund manager · HDFC

Nandita Menezes

Runs 30 schemes worth ₹85,136 Cr.

Fund house
HDFCThey run their schemes at HDFC.
AUM they run
₹85,136 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
30 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Apr 2025. On 6 more schemes for a slice of it: overseas, gold or arbitrage.
Experience
Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Their fund house's documents give no profile for them yet.

Schemes now36

HDFC Balanced Advantage Fund₹1,02,534 Cr
HDFC Arbitrage Fund₹25,407 Cr
HDFC Nifty 50 Index Fund₹22,246 Cr
HDFC Gold ETF Fund of Fund₹12,013 Cr
HDFC BSE Sensex Index Fund₹7,973 Cr
HDFC Retirement Fund Equity Plan₹6,645 Cr
and 30 more, all below

AUM they run^{(Aug 2020 – Sept 2026)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Sept 2026	85,136	−5.3%
Aug 2026	89,873	+2.3%
Jul 2026	87,850	+3.2%
Jun 2026	85,160	−2.0%
May 2026	86,927	+1.6%
Apr 2026	85,555	+8.7%
Mar 2026	78,716	−6.8%
Feb 2026	84,444	−0.2%
Jan 2026	84,592	+6.5%
Dec 2025	79,433	+6.4%
Nov 2025	74,681	+3.1%
Oct 2025	72,428	+5.7%

AUM at month end, Sept 2026

₹85,136

+17.5% since Oct 2025

Fig. 1.The AUM of the schemes Nandita Menezes 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^{(Aug 2020 – now)}

HDFC202120222023202420252026

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^{(Aug 2020 – now)}

HDFC

36 now · since Aug 2020

HDFC Balanced Advantage Fund
ArbitrageMar 2025—1y 8m₹1,02,534 CrBalanced AdvantageTER 0.78%
HDFC Arbitrage Fund
Fund managerMar 2025—1y 8m₹25,407 CrArbitrageTER 1.50%
HDFC BSE Sensex Index Fund
Co-managerMar 2025—1y 8m₹7,973 CrIndex FundsTER 0.22%

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

Performance^{(30 schemes)}

Growth · Direct plans, Regular before 2013

Return as manager: +7.57%
Beat peers: 12 of 24
vs peers: +0.04 pt
Longest run: 6.2 years
Beat benchmark: Upcoming

Each scheme Nandita Menezes ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.

HDFC Nifty 50 Index Fund	Aug '20–now · 6.2y	+13.02%	+13.05%	−0.03 pt	–	–
HDFC Nifty LargeMidcap 250 Index Fund	Mar '25–now · 1.6y	+8.31%	+6.72%	+1.60 pt	–	–
HDFC Nifty 100 Equal Weight Index Fund	Mar '25–now · 1.6y	+9.77%	+6.72%	+3.06 pt	–	–
HDFC Nifty India Digital Index Fund	Mar '25–now · 1.6y	+1.02%	+6.72%	−5.71 pt	–	–
HDFC Nifty Midcap 150 ETF	Mar '25–now · 1.6y	+13.38%	+5.31%	+8.08 pt	–	–
HDFC Nifty50 Equal weight Index Fund	Mar '25–now · 1.6y	+6.83%	+6.72%	+0.11 pt	–	–
HDFC Nifty100 Low Volatility 30 Index Fund	Mar '25–now · 1.6y	+2.89%	+6.72%	−3.83 pt	–	–
HDFC Nifty Smallcap 250 Index Fund	Mar '25–now · 1.6y	+16.69%	+6.72%	+9.97 pt	–	–
HDFC Nifty100 Quality 30 Index Fund	Mar '25–now · 1.6y	+4.42%	+6.72%	−2.31 pt	–	–
HDFC BSE 500 Index Fund	Mar '25–now · 1.6y	+6.22%	+6.72%	−0.50 pt	–	–
HDFC Nifty 100 Index Fund	Mar '25–now · 1.6y	+3.42%	+6.72%	−3.31 pt	–	–
HDFC Nifty500 Multicap 50 25 25 Index Fund	Mar '25–now · 1.6y	+9.13%	+6.72%	+2.41 pt	–	–
HDFC Nifty200 Momentum 30 Index Fund	Mar '25–now · 1.6y	+5.94%	+6.72%	−0.78 pt	–	–
HDFC Gold ETF Fund of Fund	Mar '25–now · 1.6y	+39.22%	+12.38%	+26.84 pt	–	–
HDFC Nifty Realty Index Fund	Mar '25–now · 1.6y	+0.96%	+6.72%	−5.77 pt	–	–
HDFC Arbitrage Fund	Mar '25–now · 1.6y	+6.76%	+6.80%	−0.04 pt	–	–
HDFC Silver ETF Fund of Fund	Mar '25–now · 1.6y	+66.07%	+12.38%	+53.69 pt	–	–
HDFC Nifty Midcap 150 Index Fund	Mar '25–now · 1.6y	+13.16%	+6.72%	+6.44 pt	–	–
HDFC Nifty Next 50 Index Fund	Mar '25–now · 1.6y	+12.39%	+6.72%	+5.67 pt	–	–
HDFC BSE 500 ETF	Mar '25–now · 1.6y	+6.29%	+5.31%	+0.99 pt	–	–
HDFC BSE Sensex Index Fund	Mar '25–now · 1.6y	−0.14%	+6.72%	−6.87 pt	–	–
HDFC Developed World Overseas Equity Passive FoF	Mar '25–now · 1.6y	+26.38%	+29.53%	−3.15 pt	–	–
HDFC Nifty Top 20 Equal Weight Index Fund	Mar '25–now · 1.6y	−3.37%	+5.04%	−8.41 pt	–	–
HDFC Nifty Smallcap 250 ETF	Apr '25–now · 1.5y	+11.78%	+3.79%	+7.99 pt	–	–
HDFC BSE India Sector Leaders Index Fund	Nov '25–now · 0.9y	−11.54%	−3.40%	−8.14 pt	–	–
HDFC Nifty India Consumption Index Fund	Feb '26–now · 0.6y	−8.76%	−2.52%	−6.25 pt	–	–
HDFC Nifty Auto Index Fund	Jul '26–now · 0.3y	−8.00%	−5.14%	−2.86 pt	–	–
HDFC Nifty Metal ETF FoF	Aug '26–now · 0.2y	−9.33%	−2.72%	−6.61 pt	–	–
HDFC Gold Silver Passive FoF	Sep '26–now · 0.1y	−3.44%	−3.85%	+0.40 pt	–	–
HDFC BSE REITs and Commercial Real Estate Index Fund	Sep '26–now · 0.1y	−3.74%	−3.50%	−0.23 pt	–	–

Fig. 1.Each scheme Nandita Menezes ran, against its peers and benchmark over the same months. Source: AMFI.

Works with^{(9 now)}

Arun AgarwalNifty 50 Index Fund · Gold ETF Fund of Fund · BSE Sensex Index Fund · Silver ETF Fund of Fund · Nifty Smallcap 250 ETF · Nifty Next 50 Index Fund · Nifty50 Equal weight Index Fund · Nifty Smallcap 250 Index Fund · Nifty Midcap 150 Index Fund · Nifty200 Momentum 30 Index Fund · Nifty 100 Equal Weight Index Fund · Nifty500 Multicap 50 25 25 Index Fund · Nifty 100 Index Fund · Nifty LargeMidcap 250 Index Fund · BSE 500 Index Fund · Nifty100 Low Volatility 30 Index Fund · BSE 500 ETF · Nifty Realty Index Fund · BSE India Sector Leaders Index Fund · Nifty Midcap 150 ETF · Nifty Auto Index Fund · Nifty India Digital Index Fund · Nifty100 Quality 30 Index Fund · Nifty Metal ETF FoF · Nifty India Consumption Index Fund · Nifty Top 20 Equal Weight Index Fund · BSE REITs and Commercial Real Estate Index Fund · Developed World Overseas Equity Passive FoF28 schemes
Abhishek MorNifty Smallcap 250 ETF · BSE 500 ETF · Nifty Midcap 150 ETF3 schemes
Anil BamboliBalanced Advantage Fund · Multi Asset Allocation Fund · Equity Savings Fund3 schemes
Anupam JoshiRetirement Fund Equity Plan · Retirement Fund Hybrid Equity Plan · Retirement Fund Hybrid Debt Plan3 schemes
Chirag SetalvadRetirement Fund Equity Plan · Retirement Fund Hybrid Equity Plan · Retirement Fund Hybrid Debt Plan3 schemes
Ihab DalwaiBalanced Advantage Fund · Multi Asset Allocation Fund2 schemes
Anand LaddhaEquity Savings Fund1 scheme
Bhagyesh KagalkarGold Silver Passive FoF1 scheme