Dhaval Joshi
Fund manager at Aditya Birla Sun Life Mutual Fund
Dhaval Joshi manages 40 mutual fund schemes at Aditya Birla Sun Life Mutual Fund with combined assets of ₹1.73 lakh Cr. The largest are ABSL Large Cap (Trigger Facility) Gr, ABSL Flexi Gr and ABSL ELSS Tax Saver Gr (LSP).
- AUM of schemes managed
- ₹1.73 lakh Cr
- Co-managed schemes count in full
- Schemes
- 40
- Fund house
- Aditya Birla Sun Life Mutual Fund
- Largest category
- Equity · 88%
Where the money sits
Share of assets managed, by fund category.
- Equity88% · 27 schemes
- Hybrid10% · 10 schemes
- Debt2% · 3 schemes
About Dhaval Joshi
He has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
Funds managed by Dhaval Joshi
| Scheme | |||||
|---|---|---|---|---|---|
| ABSL Large Cap (Trigger Facility) GrLarge Cap Fund · Very High Risk | AUM₹29,711 Cr | Expense1.35% | 1Y-6.64% | 3Y8.07% | 5Y6.98% |
| ABSL Flexi GrFlexi Cap · Very High Risk | AUM₹29,044 Cr | Expense1.36% | 1Y3.64% | 3Y13.06% | 5Y9.35% |
| ABSL ELSS Tax Saver Gr (LSP)ELSS (Tax Savings) · Very High Risk | AUM₹14,543 Cr | Expense1.45% | 1Y-5.30% | 3Y8.88% | 5Y6.04% |
| ABSL Focused GrFocused Fund · Very High Risk | AUM₹7,971 Cr | Expense1.53% | 1Y-0.68% | 3Y10.86% | 5Y8.30% |
| ABSL Multi Asset Alloc Reg GrMulti Asset Allocation · Very High Risk | AUM₹7,618 Cr | Expense1.50% | 1Y3.44% | 3Y13.60% | 5Y– |
| ABSL Multi Cap Reg GrMulti Cap Fund · Very High Risk | AUM₹7,531 Cr | Expense1.54% | 1Y2.62% | 3Y11.64% | 5Y9.64% |
| ABSL Equity Hybrid '95 GrAggressive Hybrid Fund · Very High Risk | AUM₹7,210 Cr | Expense1.54% | 1Y-2.99% | 3Y8.27% | 5Y6.02% |
| ABSL Mid GrMid Cap Fund · Very High Risk | AUM₹6,966 Cr | Expense1.55% | 1Y2.21% | 3Y12.32% | 5Y10.63% |
| ABSL Value GrValue Fund · Very High Risk | AUM₹6,925 Cr | Expense1.55% | 1Y6.74% | 3Y11.70% | 5Y11.42% |
| ABSL Small Cap GrSmall Cap Fund · Very High Risk | AUM₹6,226 Cr | Expense1.57% | 1Y13.36% | 3Y12.83% | 5Y10.46% |
| ABSL Consumption GrSector - Consumption · Very High Risk | AUM₹6,085 Cr | Expense1.56% | 1Y-10.62% | 3Y6.04% | 5Y6.46% |
| ABSL PSU Equity Reg GrSectoral/ Thematic · Very High Risk | AUM₹6,073 Cr | Expense1.57% | 1Y2.24% | 3Y15.81% | 5Y18.48% |
| ABSL Large & Mid GrLarge and Mid Cap Fund · Very High Risk | AUM₹5,998 Cr | Expense1.57% | 1Y-0.17% | 3Y9.14% | 5Y4.78% |
| ABSL Digital India GrSector - Technology · Very High Risk | AUM₹4,109 Cr | Expense1.62% | 1Y-7.10% | 3Y3.78% | 5Y2.51% |
| ABSL Banking & Fin Srvs Reg GrSector - Financial Services · Very High Risk | AUM₹3,668 Cr | Expense1.64% | 1Y-2.09% | 3Y8.13% | 5Y8.21% |
| ABSL MNC GrSectoral/ Thematic · Very High Risk | AUM₹3,293 Cr | Expense1.66% | 1Y-10.80% | 3Y4.14% | 5Y3.76% |
| ABSL Quant Reg GrSectoral/ Thematic · Very High Risk | AUM₹2,035 Cr | Expense1.76% | 1Y-1.54% | 3Y– | 5Y– |
| ABSL Dynamic Bond Segregated Port 1 Discipline Advantage GrOther · Moderate Risk | AUM₹1,918 Cr | Expense– | 1Y-59.01% | 3Y– | 5Y– |
| ABSL Business Cycle Reg GrSectoral/ Thematic · Very High Risk | AUM₹1,844 Cr | Expense1.78% | 1Y2.24% | 3Y10.49% | 5Y– |
| ABSL Transportation and Logistics Reg GrSectoral/ Thematic · Very High Risk | AUM₹1,808 Cr | Expense1.79% | 1Y7.59% | 3Y– | 5Y– |
| ABSL Dividend Yield GrDividend Yield Fund · Very High Risk | AUM₹1,475 Cr | Expense1.82% | 1Y-1.57% | 3Y9.78% | 5Y10.40% |
| ABSL Manufacturing Equity Reg GrSectoral/ Thematic · Very High Risk | AUM₹1,402 Cr | Expense1.85% | 1Y16.09% | 3Y18.20% | 5Y12.26% |
| ABSL Special Opportunities Reg GrSectoral/ Thematic · Very High Risk | AUM₹1,279 Cr | Expense1.86% | 1Y9.78% | 3Y16.79% | 5Y11.35% |
| ABSL Bal Bhavishya Yojna Reg GrChildren's Fund · Very High Risk | AUM₹1,266 Cr | Expense1.86% | 1Y0.30% | 3Y8.37% | 5Y7.03% |
| ABSL Infra GrSector - Infrastructure · Very High Risk | AUM₹1,251 Cr | Expense1.86% | 1Y9.64% | 3Y14.52% | 5Y15.06% |
| ABSL Pharma & Healthcare Reg GrSector - Healthcare · Very High Risk | AUM₹1,103 Cr | Expense1.90% | 1Y10.17% | 3Y17.39% | 5Y11.47% |
| ABSL Credit Risk Segregated Port 1 Reg GrOther · Moderately High risk | AUM₹1,053 Cr | Expense– | 1Y-59.02% | 3Y– | 5Y– |
| ABSL ESG Integration Strategy Reg GrESG · Very High Risk | AUM₹580 Cr | Expense2.07% | 1Y-4.15% | 3Y9.02% | 5Y4.13% |
| ABSL US Equity Passive FOF Reg GrFoF (Overseas/Domestic) · Very High Risk | AUM₹523 Cr | Expense0.88% | 1Y31.05% | 3Y31.21% | 5Y– |
| ABSL Retirement The 30s Reg GrRetirement Fund · Very High Risk | AUM₹487 Cr | Expense2.10% | 1Y8.81% | 3Y13.87% | 5Y9.73% |
| Aditya BSL Mlt-Asst Omni FoF GrFoF (Overseas/Domestic) · Moderately High risk | AUM₹478 Cr | Expense1.73% | 1Y3.37% | 3Y14.51% | 5Y11.18% |
| ABSL Intl Equity GrFoF (Overseas/Domestic) · Very High Risk | AUM₹328 Cr | Expense2.08% | 1Y15.75% | 3Y21.77% | 5Y11.47% |
| Aditya BSL Global Emerging Opp GrFoF (Overseas/Domestic) · Very High Risk | AUM₹282 Cr | Expense1.86% | 1Y15.17% | 3Y19.09% | 5Y9.46% |
| Aditya BSL Dyn Ast Allc Omni FOF GrFoF (Overseas/Domestic) · High Risk | AUM₹246 Cr | Expense1.51% | 1Y1.07% | 3Y11.05% | 5Y9.58% |
| Aditya BSL Glb Exc Eq FoF GrFoF (Overseas/Domestic) · Very High Risk | AUM₹223 Cr | Expense1.99% | 1Y19.19% | 3Y21.35% | 5Y13.31% |
| ABSL Medium Term Segregated Port 1 Reg GrOther · Moderately High risk | AUM₹131 Cr | Expense– | 1Y-59.02% | 3Y– | 5Y– |
| ABSL Retirement The 40s Reg GrRetirement Fund · Very High Risk | AUM₹116 Cr | Expense2.09% | 1Y-3.07% | 3Y8.43% | 5Y6.63% |
| Aditya BSL Agrsv Hyb Omni FOF GrFoF (Overseas/Domestic) · Very High Risk | AUM₹45 Cr | Expense1.53% | 1Y-0.23% | 3Y9.25% | 5Y8.38% |
| ABSL Multi Asset Passive FoF Reg GrFoF (Overseas/Domestic) · Very High Risk | AUM₹36 Cr | Expense0.81% | 1Y0.72% | 3Y13.85% | 5Y– |
| Aditya BSL Cnsrv Hyb Act FOF GrFoF (Overseas/Domestic) · Moderately High risk | AUM₹18 Cr | Expense1.15% | 1Y2.11% | 3Y8.57% | 5Y7.82% |
These are each scheme's returns for the plan shown, not Dhaval Joshi'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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Other fund managers at Aditya Birla Sun Life Mutual Fund
- Kaustubh Gupta₹5.30 lakh Cr
- Sunaina Cunha₹3.45 lakh Cr
- Sanjay Pawar₹2.83 lakh Cr
- Mohit Sharma₹1.51 lakh Cr
- Harish Krishnan₹1.05 lakh Cr
- Harshil Suvarnkar₹78,618 Cr
Managers with a similar fund mix
Dhaval Joshi: frequently asked questions
Which mutual funds does Dhaval Joshi manage?
Dhaval Joshi manages 40 mutual fund schemes at Aditya Birla Sun Life Mutual Fund. The largest by assets are ABSL Large Cap (Trigger Facility) Gr (₹29,711 Cr), ABSL Flexi Gr (₹29,044 Cr) and ABSL ELSS Tax Saver Gr (LSP) (₹14,543 Cr). The full list, with returns, expense ratio and risk level for each scheme, is on this page.
How much money does Dhaval Joshi manage?
The schemes Dhaval Joshi manages or co-manages hold ₹1.73 lakh Cr in total. A co-managed scheme counts in full for each of its managers, so this is the size of the schemes Dhaval Joshi is named on, not money managed alone.
Which fund house does Dhaval Joshi work for?
Dhaval Joshi is a fund manager at Aditya Birla Sun Life Mutual Fund. Other fund managers at Aditya Birla Sun Life Mutual Fund include Kaustubh Gupta, Sunaina Cunha and Sanjay Pawar.