Fund manager · LIC

Sumit Bhatnagar

Runs 9 schemes worth ₹7,071 Cr.

Fund house
LICThey run their schemes at LIC.
AUM they run
₹7,071 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
9 now · 13 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 Sumit Bhatnagar's schemes hold^{(Oct 2023 – Sept 2026)}

What Sumit Bhatnagar's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	163 companies ·	₹ Cr
	ICICI Bank	285
	HDFC Bank	191
	Axis Bank	157
	Bharti Airtel Limited	124
	State Bank of India	118
	Larsen and Toubro	113
	Eternal Limited	99.4
	Mahindra and Mahindra Limited	81.7
	Indo MIM Limited	77.2
	Interglobe Aviation Limited	71.3
	SML Isuzu Limited	68.9
	Trent	66.9
	Apollo Hospitals Enterprise Limited	63.5
	Sun Pharmaceutical Ind Ltd	61.1
	Jindal Stainless Limited	59.3
	Persistent Systems	58.9
	Multi Commodity Exchange of India Limited	58.7
	Eicher Motors	58.1
	Bharat Electronics	53.2
	Hindustan Unilever	51.7
	SRF	51.7
	Abbott India Limited	48
	TVS Motor Co Ltd	46.7
	Cholamandalam DBS Finance	46.7
	Godfrey Philips Ltd	45.5
	Garware Hi Tech Films Limited	44.2
	UltraTech Cement Limited	43
	Aster DM Healthcare Limited	41.5
	Torrent Pharmaceuticals Limited	41.3
	LG Electronics Inc	40.7
	Shriram Finance Limited	40.3
	Bajaj Finance Limited	40.2
	Hyundai Motor India Limited	37.4
	Indian Hotels Co	36.3
	Titan Co Ltd	36.1
	NTPC	35.5
	Cohance Lifesciences Limited	35.3
	Allied Blenders and Distillers Limited	34.7
	SBI Life Insurance Co Ltd	34
	National Stock Exchange Of India Ltd	33.3
	Divi s Laboratories Limited	33.1
	Muthoot Finance Limited	32.1
	Bajaj Auto	30.4
	Navin Flourine International Ltd	30.2
	Tata Steel Limited	29.8
	Delhivery Limited	29.7
	Hitachi Energy India Limited	28.8
	Pidilite Industries	28.4
	Motherson Sumi Systems	27.2
	Neuland Laboratories Limited	26.2

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Sumit Bhatnagar runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Sept 2025	₹395 Cr	₹544 Cr
Oct 2025	₹391 Cr	₹570 Cr
Nov 2025	₹410 Cr	₹595 Cr
Dec 2025	₹390 Cr	₹594 Cr
Jan 2026	₹415 Cr	₹577 Cr
Feb 2026	₹431 Cr	₹570 Cr
Mar 2026	₹375 Cr	₹474 Cr
Apr 2026	₹270 Cr	₹250 Cr
May 2026	₹283 Cr	₹242 Cr
Jun 2026	₹317 Cr	₹242 Cr
Jul 2026	₹276 Cr	₹181 Cr
Aug 2026	₹309 Cr	₹208 Cr
Sept 2026	₹285 Cr	₹191 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	63	35.56

Mid Cap	41	10.47

Small Cap	55	12.19

Unlisted	3	1.58

Other equity	1	0.42

Cash & others		39.79

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 Sumit Bhatnagar bought and sold^{(Oct 2025 – Sept 2026)}

What Sumit Bhatnagar 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.