Fund manager · HSBC

Sonal Gupta

Head of Research – Equity at HSBC. Runs 4 schemes worth ₹2,703 Cr.

Fund house
HSBCThey run their schemes at HSBC.
AUM they run
₹2,703 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 · 18 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.
Experience
22 years22

What Sonal Gupta's schemes hold^{(Jul 2021 – Sept 2026)}

What Sonal Gupta's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	28 companies ·	₹ Cr
	ICICI Bank	136
	HDFC Bank	113
	Shriram Finance Limited	76.2
	Larsen and Toubro	75.2
	Multi Commodity Exchange of India Limited	74.3
	Reliance Industries	71.2
	Shadowfax Technologies Limited	70.1
	TVS Motor Co Ltd	69.8
	Infosys	64.6
	Nippon Life Asset Management Limited	64.2
	Eternal Limited	64
	BLUE STAR	60.7
	GE Vernova T D India Limited	58.8
	Kalyan Jewellers India Limited	55.3
	KEI Industries Limited	53.5
	Mankind Pharma Limited	52.6
	Apar Industries Limited	52.2
	Dhoot Transmission Ltd	52.1
	Tata Motors Limited	50.6
	Manipal Health Enterprises Ltd	49.6
	TD Power Systems Limited	47.2
	Ratnakar Bank Limited	44.4
	HDB Financial Services Limited	43.5
	Artemis Medicare Services Limited	43.2
	Hyundai Motor India Limited	40.6
	Tata Consumer Products Limited	38
	Swiggy Limited	37.5
	Krishna Institute of Medical Science Ltd	29.9

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Sonal Gupta runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Sept 2025	₹380 Cr	₹398 Cr
Oct 2025	₹379 Cr	₹413 Cr
Nov 2025	₹392 Cr	₹421 Cr
Dec 2025	₹434 Cr	₹414 Cr
Jan 2026	₹438 Cr	₹388 Cr
Feb 2026	₹446 Cr	₹371 Cr
Mar 2026	₹409 Cr	₹324 Cr
Apr 2026	₹448 Cr	₹350 Cr
May 2026	₹445 Cr	₹342 Cr
Jun 2026	₹488 Cr	₹404 Cr
Jul 2026	₹509 Cr	₹389 Cr
Aug 2026	₹516 Cr	₹369 Cr
Sept 2026	₹136 Cr	₹113 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	11	29.58

Mid Cap	10	20.44

Small Cap	5	8.68

Unlisted	2	3.76

Cash & others		37.53

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 Sonal Gupta bought and sold^{(Oct 2025 – Sept 2026)}

What Sonal Gupta 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.