Fund manager · Nippon

Shirish Guthe

Fund Manager and Research Analyst - Equity at Nippon. Runs 4 schemes worth ₹3,923 Cr.

Fund house
NipponThey run their schemes at Nippon.
AUM they run
₹3,923 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
4 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2026.
Experience
Not published13.5

What Shirish Guthe's schemes hold^{(Feb 2026 – Sept 2026)}

What Shirish Guthe's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	61 companies ·	₹ Cr
	HDFC Bank	45.1
	ICICI Bank	44
	Dixon Technologies India Limited	26.1
	Kotak Mahindra Bank Limited	25.2
	Bajaj Finance Limited	22.5
	TVS Motor Co Ltd	22
	Eternal Limited	21
	Sun Pharmaceutical Ind Ltd	20.4
	Mahindra and Mahindra Limited	19.4
	Affle 3i Limited	18.5
	Torrent Pharmaceuticals Limited	17.4
	GE Vernova T D India Limited	15.5
	Prestige Estate Project	15.2
	Jsw Infrastructure Limited	15
	Star Health Allied Insurance	15
	Hindustan Aeronautics Limited	14.8
	Jubilant Foodworks Limited	14.3
	Global Health Limited	14
	Coforge Limited	14
	Honasa Consumer Limited	13.8
	FSN E Commerce Ventures Limited	13.8
	Devyani international limited	13.6
	Balkrishna Industries Limited	12.9
	ACME Solar Holdings Limited	12.6
	IPCA Laboratories Limited	12.3
	Tbo Tek Limited	12.2
	Trent	12.1
	Radico Khaitan Limited	12
	Deepak Nitrite Limited	11.5
	Motherson Sumi Systems	11.1
	Dr Lal Path Labs Limited	10.2
	Navin Flourine International Ltd	10.1
	JSW Cement Limited	9.6
	LandT Finance Holdings Limited	9.4
	Allied Blenders and Distillers Limited	9.4
	PB Fintech Limited	9.2
	Eicher Motors	8.9
	Container Corporation of India Limited	8.5
	Magma Fincorp Limited	6.9
	NTPC Green Energy Limited	6.6
	Divi s Laboratories Limited	4.1
	Reliance Industries	3.9
	Bharti Airtel Limited	3.9
	Interglobe Aviation Limited	3.4
	Infosys	3.2
	DLF	3.1
	Info Edge India Limited	3
	Apollo Hospitals Enterprise Limited	2.9
	Cholamandalam DBS Finance	2.8
	Hindustan Unilever	2.7

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Shirish Guthe 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	₹0 Cr	₹0 Cr
Jan 2026	₹0 Cr	₹0 Cr
Feb 2026	₹33.9 Cr	₹8.3 Cr
Mar 2026	₹27.9 Cr	₹7.2 Cr
Apr 2026	₹31 Cr	₹7.6 Cr
May 2026	₹29.9 Cr	₹7.5 Cr
Jun 2026	₹44.3 Cr	₹36.1 Cr
Jul 2026	₹41.5 Cr	₹42.8 Cr
Aug 2026	₹39.4 Cr	₹48.5 Cr
Sept 2026	₹45.1 Cr	₹44 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	30	8.42

Mid Cap	18	4.79

Small Cap	13	4.20

Cash & others		82.59

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 Shirish Guthe bought and sold^{(Feb 2026 – Sept 2026)}

What Shirish Guthe 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.