Fund manager · Abakkus

Sanjay Doshi

Head of Investments & Research at Abakkus. Runs 3 schemes worth ₹11,709 Cr.

Fund house
AbakkusBefore: Nippon until Sept 2024.
AUM they run
₹11,709 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 · 1 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
Not publishedTheir fund house's documents give no figure for it yet.

What Sanjay Doshi's schemes hold^{(Jan 2023 – Sept 2026)}

What Sanjay Doshi's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	91 companies ·	₹ Cr
	HDFC Bank	405
	ICICI Bank	390
	State Bank of India	336
	NTPC	307
	ZF Commercial Vehicle Control Systems India Limited	285
	Leela Palaces Hotels Resorts Limited	277
	Aether Industries Limited	268
	Inox India Limited	248
	Vedanta Aluminium Metal Limited	242
	Reliance Industries	229
	Larsen and Toubro	226
	Bharti Infratel	215
	Federal Bank	206
	ICICI Prudential Asset Management Company Limited	202
	IIFL Finance Limited	201
	Emmvee Photovoltaic Power Limited	198
	Dixon Technologies India Limited	197
	360 One Wam Limited	193
	Lupin	183
	Edelweiss Financial Services Limited	179
	PNB Housing Finance Limited	177
	BEML Limited	171
	Billionbrains Garage Ventures Ltd	166
	Arvind Fashions Limited	165
	Mahindra and Mahindra Limited	162
	Ajanta Pharmaceuticals Limited	162
	Divi s Laboratories Limited	158
	Tata Steel Limited	157
	Tata Motors Limited	156
	DLF	155
	Urban Co Ltd	152
	United Spirits	149
	CG Power and Industrial Solutions Limited	148
	Kajaria Ceramics	138
	Kirloskar Pneumatic Company Limited	137
	ICICI Prudential Life Insurance Co Ltd	129
	Oracle Financial Ser Software Ltd	127
	International Gemmological Inst I Ltd	115
	Jubilant Life Sciences	111
	Talwandi Sabo Power Limited	99.5
	Bajaj Auto	94.5
	Welspun Corp	81.5
	Cadila Healthcare	81.3
	PB Fintech Limited	79.3
	Vedant Fashions Limited	73.3
	Heritage Foods Ltd	71.1
	Sansera Engineering Limited	68.1
	Deepak Fertilisers Petrochemicals Corp Ltd	65.5
	KARUR VYSA BANK LTD	65
	Rategain Travel Technologies Limited	63.9

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Sanjay Doshi runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	HDFC Bank	ICICI Bank
Sept 2025	₹0 Cr	₹0 Cr
Oct 2025	₹0 Cr	₹0 Cr
Nov 2025	₹0 Cr	₹0 Cr
Dec 2025	₹69.4 Cr	₹60.4 Cr
Jan 2026	₹137 Cr	₹118 Cr
Feb 2026	₹160 Cr	₹120 Cr
Mar 2026	₹151 Cr	₹133 Cr
Apr 2026	₹160 Cr	₹171 Cr
May 2026	₹203 Cr	₹214 Cr
Jun 2026	₹311 Cr	₹289 Cr
Jul 2026	₹331 Cr	₹352 Cr
Aug 2026	₹367 Cr	₹407 Cr
Sept 2026	₹405 Cr	₹390 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	16	30.65

Mid Cap	11	13.32

Small Cap	60	42.63

Unlisted	3	0.55

Other equity	1	1.34

Debt	3	0.30

Cash & others		11.22

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 Sanjay Doshi bought and sold^{(Oct 2025 – Sept 2026)}

What Sanjay Doshi 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.