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Dhaval Joshi

Fund manager at Aditya Birla Sun Life

Dhaval Joshi is named on 30 schemes at Aditya Birla Sun Life, managing there since 21 Nov 2022. Of the 25 ranked with a three-year record, 3-year CAGR runs from 23.6% (Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Direct Plan - GROWTH) down to 5.0% (Aditya Birla Sun Life MNC Fund - Direct Plan - GROWTH), across FoF Overseas, Sectoral/ Thematic, Multi Asset Allocation and 11 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from Aditya Birla Sun Life's SEBI filings.

Schemes named on
30
Managing since
21 Nov 2022

Background

Qualifications
MBA (Finance), M.Com
Experience
He has an over 17 years of November 21, experience 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. Fund Management Responsibilities jointly with Mr. Vinod Bhat Mr. Chanchal Khandelwal and Mr. Harshil Suvarnkar Mr. Dhaval Gala Mr. Harish Krishnan and Mr. Dhaval Gala Mr. Kunal Sangoi Mr. Dhaval Gala Mr. Mohit Sharma, Mr. Bhupesh Bameta Mr. Vishal Gajwani Mr. Chanchal Khandelwal, Mr. Harshil Suvarnkar Mr. Chanchal Khandelwal Mr. Vinod Bhat Mr. Chanchal Khandelwal Mr. Kunal Sangoi Mr. Mahesh Patil - - Mr. Chanchal Khandelwal Mr. Abhinav Khandelwal - Mr. Vishal Gajwani Mr. Mahesh Patil Mr. Abhinav Khandelwal and Mr. Harshil Suvarnkar - Mr. Dhaval Shah Mr. Dhaval Gala Mr. Kunal Sangoi Mr. Jonas Bhutta Mr. Chanchal Khandelwal and Mr. Harshil Suvarnkar Mr. Dhaval Gala Mr. Dhaval Shah Mr. Vinod Bhat Mr. Dhaval Gala, Sachin Wankhede Mr. Dhaval Gala Mr. Harish Krishnan

Funds Dhaval Joshi manages

25

Named on 30 schemes; the 25 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.

1Aditya Birla Sun Life Global Excellence Equity Fund Of Fund★★☆☆☆+20.3%+23.6%+14.9%0.68%₹219.73Cr
2Aditya Birla Sun Life Global Excellence Equity Fund Of Fund—+19.6%+22.9%+14.2%——
3Aditya Birla Sun Life International Equity Fund★★★★☆+18.0%+22.6%+13.3%1.99%₹320.62Cr
4Aditya Birla Sun Life Global Emerging Opportunities Fund★★★☆☆+19.0%+21.6%+11.3%0.54%₹289.28Cr
5Aditya Birla Sun Life Global Emerging Opportunities Fund—+18.3%+21.0%+10.7%——
6Aditya Birla Sun Life Pharma and Healthcare Fund★★★★★+16.4%+20.5%+13.5%1.05%₹920.03Cr
7Aditya Birla Sun Life Special Opportunities Fund★★★★☆+12.5%+18.6%+13.3%1.19%₹1,055Cr
8Aditya Birla Sun Life PSU Equity Fund★★★★☆+3.8%+17.8%+20.6%0.77%₹5,925Cr
9Aditya Birla Sun Life Infrastructure Fund★★★☆☆+12.2%+16.3%+16.8%1.50%₹1,163Cr
10Aditya Birla Sun Life Multi Asset Allocation Fund★★★★☆+8.0%+15.4%—0.67%₹6,638Cr
11Aditya Birla Sun Life Small Cap Fund★☆☆☆☆+16.2%+14.7%+12.7%1.07%₹5,300Cr
12Aditya Birla Sun Life Flexi Cap Fund★★★★☆+5.1%+14.1%+10.5%0.89%₹25,788Cr
13Aditya Birla Sun Life Midcap Fund★★☆☆☆+4.9%+13.8%+12.4%1.23%₹6,316Cr
14Aditya Birla Sun Life Multi-Cap Fund★★★☆☆+6.5%+13.7%+12.0%1.02%₹6,700Cr
15Aditya Birla Sun Life Value Fund★★☆☆☆+8.2%+13.2%+13.0%1.20%₹6,412Cr
16Aditya Birla Sun Life Focused Fund★★★☆☆+1.3%+12.0%+9.4%1.01%₹7,731Cr
17Aditya Birla Sun Life Business Cycle Fund★★★☆☆+5.3%+11.6%—1.65%₹1,685Cr
18Aditya Birla Sun Life Large & Mid Cap Fund★☆☆☆☆+2.0%+10.4%+6.4%1.28%—
19Aditya Birla Sun Life ESG Integration Strategy Fund★★☆☆☆-2.3%+9.9%+6.2%1.44%₹559.23Cr
20Aditya Birla Sun Life Bal Bhavishya Yojna★★★☆☆+1.7%+9.8%+8.6%1.15%₹1,174Cr
21Aditya Birla Sun Life ELSS Tax Saver Fund★★☆☆☆-3.3%+9.8%+6.9%1.09%₹14,285Cr
22Aditya Birla Sun Life Aggressive Hybrid Fund★★☆☆☆-1.7%+9.0%+7.2%1.16%—
23Aditya Birla Sun Life Banking and Financial Services Fund★★☆☆☆-0.8%+8.6%+9.5%1.15%₹3,523Cr
24Aditya Birla Sun Life Large Cap Fund★★★☆☆-6.0%+8.5%+7.9%1.04%₹28,763Cr
25Aditya Birla Sun Life MNC Fund★☆☆☆☆-10.2%+5.0%+4.9%1.47%₹3,271Cr

NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from Aditya Birla Sun Life’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.

All Aditya Birla Sun Life funds