Fundalysisby DARKHORSESTOCKS

Fund manager · HDFC

Shobhit Mehrotra

Runs no scheme today.

  • Fund house

    HDFCThey run their schemes at HDFC.

  • AUM they run

    None today

  • Schemes

    0 now · 9 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.

Profile

About

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

Schemes now0

None today; their last ended in Mar 2026.

AUM they run(Feb 2019 – Feb 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Feb 202644,480+0.1%
Jan 202644,434−0.8%
Dec 202544,793−0.7%
Nov 202545,111+0.4%
Oct 202544,922+0.1%
Sept 202544,874+0.2%
Aug 202544,805+0.6%
Jul 202544,548−0.3%
Jun 202544,679+0.1%
May 202544,639+1.3%
Apr 202544,075+1.8%
Mar 202543,287+0.1%
AUM at month end, Feb 2026
₹44,480 Cr
+2.8% since Mar 2025
Fig. 1.The AUM of the schemes Shobhit Mehrotra 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(Sept 2007 – now)

  1. Conservative Hybrid Fund
  2. Medium Term Fund
  3. Medium to Long Term Fund
  4. Floating Interest Rates Fund
  5. Credit Risk Fund
  6. Retirement Fund Hybrid Equity Plan
  7. Retirement Fund Equity Plan
  8. Retirement Fund Hybrid Debt Plan
  9. Long Term Fund
HDFC20082012201620202024
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(Sept 2007 – now)

HDFC

since Sept 2007
  1. HDFC Retirement Fund Hybrid Equity Plan
    Fund manager, debtFeb 2016—Mar 202610y 2mRetirement
  2. HDFC Floating Interest Rates Fund
    Fund managerOct 2007—Mar 202618y 6mFloating Interest Rates
  3. HDFC Medium Term Fund
    Co-managerSept 2007—Mar 202618y 7mMedium Term

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

Performance(9 schemes)

Growth · Direct plans, Regular before 2013

Return as manager
+8.76%
Beat peers
5 of 9
vs peers
+0.35 pt
Longest run
18.5 years
Beat benchmark
Upcoming
Each scheme Shobhit Mehrotra ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
HDFC Medium to Long Term Fund
Sep '07–Mar '26 · 18.5y
+6.92%+7.47%−0.55 pt––
HDFC Conservative Hybrid Fund
Sep '07–Mar '26 · 18.5y
+9.44%+8.25%+1.19 pt––
HDFC Medium Term Fund
Sep '07–Mar '26 · 18.5y
+7.94%+7.19%+0.75 pt––
HDFC Floating Interest Rates Fund
Oct '07–Mar '26 · 18.4y
+7.77%+14.80%−7.03 pt––
HDFC Credit Risk Fund
Mar '14–Mar '26 · 11.9y
+8.76%+8.41%+0.35 pt––
HDFC Retirement Fund Equity Plan
Feb '16–Mar '26 · 10.0y
+19.10%+14.05%+5.05 pt––
HDFC Retirement Fund Hybrid Equity Plan
Feb '16–Mar '26 · 10.0y
+15.97%+14.05%+1.92 pt––
HDFC Retirement Fund Hybrid Debt Plan
Feb '16–Mar '26 · 10.0y
+9.51%+14.73%−5.22 pt––
HDFC Long Term Fund
Jan '23–Mar '26 · 3.1y
+7.14%+7.46%−0.33 pt––
Fig. 1.Each scheme Shobhit Mehrotra ran, against its peers and benchmark over the same months. Source: AMFI.