Bhavik Dave

Fund manager at Nippon India Mutual Fund

Qualifications: B.B.A.; PGDMLinkedIn profile of Bhavik Dave (opens in a new tab)

Bhavik Dave manages 3 mutual fund schemes at Nippon India Mutual Fund with combined assets of ₹71,961 Cr. The largest are Nippon India Large Cap Gr, Nippon India Balanced Adv Gr and Nippon India Banking & Fin Srvs Gr.

AUM of schemes managed
₹71,961 Cr
Co-managed schemes count in full
Schemes
3
Fund house
Nippon India Mutual Fund
Largest category
Equity · 86%

Where the money sits

Share of assets managed, by fund category.

  • Equity86% · 2 schemes
  • Hybrid14% · 1 scheme

About Bhavik Dave

18th June 2021 onwards NAM India - Co- Fund Manager & Research Analyst From September 30, 2014 to June 17, 2021 NAM India - Research Analyst From October 07, 2013 to September 29, 2014 Motilal Oswal Securities Limited - Research Associate (Institutional Equities) From May 2012 to October 2013 Crisil Global Analytics Centre - Credit Analyst – US Oil & Gas Sector From July 2011 to May 2012 Grantham Mayo, Van Otterloo & Co. - Research Associate Internship

Funds managed by Bhavik Dave

Mutual fund schemes managed by Bhavik Dave, with AUM, expense ratio and 1, 3 and 5 year returns
Nippon India Large Cap GrLarge Cap Fund · Very High RiskAUM₹54,134 CrExpense1.63%1Y-7.17%3Y9.08%5Y10.26%
Nippon India Balanced Adv GrDynamic Asset Allocation or Balanced Advantage · Very High RiskAUM₹9,918 CrExpense1.97%1Y-0.57%3Y8.69%5Y7.55%
Nippon India Banking & Fin Srvs GrSector - Financial Services · Very High RiskAUM₹7,910 CrExpense1.88%1Y-3.16%3Y10.09%5Y10.51%

These are each scheme's returns for the plan shown, not Bhavik Dave'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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Bhavik Dave: frequently asked questions

Which mutual funds does Bhavik Dave manage?

Bhavik Dave manages 3 mutual fund schemes at Nippon India Mutual Fund. The largest by assets are Nippon India Large Cap Gr (₹54,134 Cr), Nippon India Balanced Adv Gr (₹9,918 Cr) and Nippon India Banking & Fin Srvs Gr (₹7,910 Cr). The full list, with returns, expense ratio and risk level for each scheme, is on this page.

How much money does Bhavik Dave manage?

The schemes Bhavik Dave manages or co-manages hold ₹71,961 Cr in total. A co-managed scheme counts in full for each of its managers, so this is the size of the schemes Bhavik Dave is named on, not money managed alone.

Which fund house does Bhavik Dave work for?

Bhavik Dave is a fund manager at Nippon India Mutual Fund. Other fund managers at Nippon India Mutual Fund include Divya Sharma, Lokesh Maru and Amber Singhania.

What are Bhavik Dave's qualifications?

Bhavik Dave's listed qualifications are B.B.A.; PGDM.