Fund manager · Nippon

Sushil Budhia

Senior Fund Manager – Debt Investments at Nippon. Runs 12 schemes worth ₹46,270 Cr.

Fund house
NipponThey run their schemes at Nippon.
AUM they run
₹46,270 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
12 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
25 years25

What Sushil Budhia's schemes hold^{(Feb 2020 – Sept 2026)}

What Sushil Budhia's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	178 companies ·	₹ Cr
	HDFC Bank	1,427
	ICICI Bank	1,405
	Axis Bank	825
	Reliance Industries	648
	State Bank of India	630
	Mahindra and Mahindra Limited	572
	Eternal Limited	540
	Infosys	522
	Bharti Airtel Limited	507
	Kotak Mahindra Bank Limited	497
	NTPC	462
	Hindustan Aeronautics Limited	370
	Hindustan Unilever	369
	Cube Highways Trust InvIT Fund	308
	Larsen and Toubro	307
	Bajaj Finance Limited	304
	Trent	285
	Sun Pharmaceutical Ind Ltd	280
	Varun Beverages Limited	280
	Info Edge India Limited	280
	HDFC Life Insurance Co Ltd	253
	Avenue Supermarts Limited	251
	HDFC Asset Management Co Ltd	245
	Swiggy Limited	238
	Motherson Sumi Systems	237
	LG Electronics Inc	234
	Jubilant Foodworks Limited	221
	Interglobe Aviation Limited	214
	Knowledge Realty Trust	206
	ITC	198
	Mindspace Business Parks REIT	179
	LIC of India Ltd	177
	Bajaj Auto	177
	Devyani international limited	175
	Titan Co Ltd	166
	Godrej Consumer Products	166
	Siemens Energy India Limited	164
	Dewan Housing Finance Corporation Ltd	163
	Oil and Natural Gas Corporation Limited	160
	Vedanta Aluminium Metal Limited	156
	FSN E Commerce Ventures Limited	155
	TVS Motor Co Ltd	154
	Tech Mahindra	153
	Jindal Steel and Power Limited	152
	Kirloskar Oil Engines Limited	143
	NTPC Green Energy Limited	137
	ALTIUS TELECOM INFRASTRUCTURE TRUST	136
	Coforge Limited	135
	Sai Life Sciences Limited	133
	GE Vernova T D India Limited	130

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Sushil Budhia runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	HDFC Bank	ICICI Bank
Sept 2025	₹933 Cr	₹780 Cr
Oct 2025	₹1,030 Cr	₹742 Cr
Nov 2025	₹1,051 Cr	₹877 Cr
Dec 2025	₹1,034 Cr	₹858 Cr
Jan 2026	₹1,025 Cr	₹1,195 Cr
Feb 2026	₹1,059 Cr	₹1,327 Cr
Mar 2026	₹1,029 Cr	₹1,220 Cr
Apr 2026	₹1,110 Cr	₹1,278 Cr
May 2026	₹1,179 Cr	₹1,361 Cr
Jun 2026	₹1,299 Cr	₹1,507 Cr
Jul 2026	₹1,263 Cr	₹1,563 Cr
Aug 2026	₹1,339 Cr	₹1,560 Cr
Sept 2026	₹1,427 Cr	₹1,405 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	73	32.25

Mid Cap	50	8.12

Small Cap	46	5.99

REIT / InvIT	5	1.39

Unlisted	2	0.11

Other equity	2	0.46

Cash & others		51.68

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 Sushil Budhia bought and sold^{(Oct 2025 – Sept 2026)}

What Sushil Budhia 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.