Ardhendu Bhattacharya

Fund manager at SBI Mutual Fund

Qualifications: PGDMLinkedIn profile of Ardhendu Bhattacharya (opens in a new tab)

Ardhendu Bhattacharya manages 11 mutual fund schemes at SBI Mutual Fund with combined assets of ₹84,730 Cr. The largest are SBI Arbitrage Opportunities Reg Gr, SBI Corporate Bond Reg Gr and SBI Banking & PSU Reg Gr.

AUM of schemes managed
₹84,730 Cr
Co-managed schemes count in full
Schemes
11
Fund house
SBI Mutual Fund
Largest category
Hybrid · 67%

Where the money sits

Share of assets managed, by fund category.

  • Hybrid67% · 7 schemes
  • Debt33% · 4 schemes

Funds managed by Ardhendu Bhattacharya

Mutual fund schemes managed by Ardhendu Bhattacharya, with AUM, expense ratio and 1, 3 and 5 year returns
SBI Arbitrage Opportunities Reg GrArbitrage Fund · Low RiskAUM₹47,283 CrExpense1.98%1Y6.05%3Y6.69%5Y6.30%
SBI Corporate Bond Reg GrCorporate Bond Fund · Moderate RiskAUM₹22,133 CrExpense0.77%1Y3.67%3Y6.67%5Y5.77%
SBI Banking & PSU Reg GrBanking and PSU Fund · Moderate RiskAUM₹3,870 CrExpense0.80%1Y4.11%3Y6.69%5Y5.66%
SBI Ret Benefit - Agrsv Pln Reg GrRetirement Fund · Very High RiskAUM₹3,242 CrExpense2.07%1Y-4.23%3Y6.12%5Y7.88%
SBI Dynamic Asset Allc Act FoF Rg GrFoF (Overseas/Domestic) · High RiskAUM₹2,328 CrExpense1.34%1Y-0.20%3Y–5Y–
SBI Income+Arbtrg Actv FOF Reg GrFoF (Overseas/Domestic) · Low to Moderate RiskAUM₹1,814 CrExpense0.26%1Y5.08%3Y–5Y–
SBI Ret Benefit - Agrsv Hyb Pln Reg GrRetirement Fund · Very High RiskAUM₹1,672 CrExpense2.18%1Y-1.86%3Y7.11%5Y8.07%
SBI Long Duration Reg GrLong Duration Fund · Moderate RiskAUM₹1,305 CrExpense0.68%1Y-0.74%3Y5.71%5Y–
SBI Floating Rate Debt Reg GrFloater Fund · Moderate RiskAUM₹688 CrExpense0.42%1Y5.97%3Y7.26%5Y6.47%
SBI Ret Benefit - Cnsrv Hyb Pln Reg GrRetirement Fund · Moderately High riskAUM₹255 CrExpense1.76%1Y-0.85%3Y5.85%5Y6.38%
SBI Ret Benefit - Cnsrv Pln Reg GrRetirement Fund · Moderately High riskAUM₹140 CrExpense1.43%1Y0.22%3Y5.81%5Y6.07%

These are each scheme's returns for the plan shown, not Ardhendu Bhattacharya's personal track record: a manager may not have run a scheme for the whole period. “–” means the scheme has no return for that period yet, usually because it is younger. AUM is each scheme's total, including assets run by its co-managers. Past returns do not guarantee future returns.

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Ardhendu Bhattacharya: frequently asked questions

Which mutual funds does Ardhendu Bhattacharya manage?

Ardhendu Bhattacharya manages 11 mutual fund schemes at SBI Mutual Fund. The largest by assets are SBI Arbitrage Opportunities Reg Gr (₹47,283 Cr), SBI Corporate Bond Reg Gr (₹22,133 Cr) and SBI Banking & PSU Reg Gr (₹3,870 Cr). The full list, with returns, expense ratio and risk level for each scheme, is on this page.

How much money does Ardhendu Bhattacharya manage?

The schemes Ardhendu Bhattacharya manages or co-manages hold ₹84,730 Cr in total. A co-managed scheme counts in full for each of its managers, so this is the size of the schemes Ardhendu Bhattacharya is named on, not money managed alone.

Which fund house does Ardhendu Bhattacharya work for?

Ardhendu Bhattacharya is a fund manager at SBI Mutual Fund. Other fund managers at SBI Mutual Fund include Viral Chhadva, Raviprakash Sharma and Rajeev Radhakrishnan.

What are Ardhendu Bhattacharya's qualifications?

Ardhendu Bhattacharya's listed qualifications are PGDM.