Fundalysisby DARKHORSESTOCKS

Fund manager · SBI

Nidhi Chawla

Fund Manager at SBI. Runs 3 schemes worth ₹7,874 Cr.

  • Fund house

    SBIThey run their schemes at SBI.

  • AUM they run

    ₹7,874 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 Jul 2026.

  • Experience

    17 years17 years

Profile(SBI's SAI, 30 Jun 2026)

About

Role
Fund Manager
Studied
BBS, MBE, CFA (USA)
Age
42 years
Experience
17 years

Schemes now3

  1. SBI Equity Savings Fund₹5,413 Cr
  2. SBI Dynamic Asset Allocation Active FoF₹2,214 Cr
  3. SBI Long Term Advantage Fund Series VI₹248 Cr

AUM they run(Jan 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20267,874−2.5%
Aug 20268,076−1.2%
Jul 20268,176−0.3%
Jun 20268,198−0.1%
May 20268,210−0.8%
Apr 20268,273+2.9%
Mar 20268,039−3.8%
Feb 20268,357−1.0%
Jan 20268,444−0.8%
Dec 20258,512+0.6%
Nov 20258,460+1.8%
Oct 20258,311−1.1%
AUM at month end, Sept 2026
₹7,874 Cr
−5.3% since Oct 2025
Fig. 1.The AUM of the schemes Nidhi Chawla 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(Jan 2022 – now)

  1. Equity Savings Fund
  2. Long Term Advantage Fund Series VI
  3. Dynamic Asset Allocation Active FoF
SBI2023202420252026
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(Jan 2022 – now)

SBI

3 now · since Jan 2022
  1. SBI Equity Savings Fund
    Fund managerJan 2022—4y 10m₹5,413 CrEquity Savings
  2. SBI Dynamic Asset Allocation Active FoF
    Fund manager, equitySept 2025—1y 2m₹2,214 CrFund of FundsTER 0.19%

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

Performance(3 schemes)

Growth · Direct plans

Return as manager
+0.41%
Beat peers
1 of 3
vs peers
−1.15 pt
Longest run
4.8 years
Beat benchmark
Upcoming
Each scheme Nidhi Chawla ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
SBI Equity Savings Fund
Jan '22–now · 4.8y
+8.08%+7.61%+0.48 pt––
SBI Long Term Advantage Fund Series VI
Aug '25–now · 1.2y
−1.62%−0.46%−1.15 pt––
SBI Dynamic Asset Allocation Active FoF
Sep '25–now · 1.1y
+0.41%+5.27%−4.86 pt––
Fig. 1.Each scheme Nidhi Chawla ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(5 now)

  1. Anup UpadhyayLong Term Advantage Fund Series VI1 scheme
  2. Ardhendu BhattacharyaDynamic Asset Allocation Active FoF1 scheme
  3. Mansi SajejaEquity Savings Fund1 scheme
  4. Neeraj KumarEquity Savings Fund1 scheme
  5. Vandna SoniEquity Savings Fund1 scheme