MFIC › Fund managers › Bhagyesh Kagalkar
Bhagyesh Kagalkar
Fund manager of 28 schemes tracked by MFIC at HDFC Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 1 Oct 2026.
Schemes
28
Earliest start listed
23 Feb 2022
3Y CAGR above category median
9 of 25
AUM of these schemes
₹487,580 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| HDFC Aggressive Hybrid Fund HDFC Mutual Fund · Regular | Aggressive Hybrid | 26 Aug 2026 | 0.1 y | 4.8% | 8.7% | 6.9% | 21,158 |
| HDFC Conservative Hybrid Fund HDFC Mutual Fund · Regular | Conservative Hybrid | 26 Aug 2026 | 0.1 y | 6.3% | 6.7% | 6.9% | 3,108 |
| HDFC DIVIDEND YIELD FUND HDFC Mutual Fund · Regular | Dividend Yield | 26 Aug 2026 | 0.1 y | 8.4% | 9.6% | 11.1% | 5,274 |
| HDFC GOLD SILVER PASSIVE FOF HDFC Mutual Fund · Regular | Domestic FoF | 1 Sep 2026 | 0.1 y | n/a | 12.3% | n/a | 53 |
| HDFC Multi-Asset Active FOF HDFC Mutual Fund · Regular | Domestic FoF | 23 Feb 2022 | 4.6 y | 11.2% | 12.3% | 11.0% | 5,956 |
| HDFC Equity Savings Fund HDFC Mutual Fund · Regular | Equity Savings | 26 Aug 2026 | 0.1 y | 6.8% | 7.0% | 6.9% | 5,533 |
| HDFC Flexi Cap Fund HDFC Mutual Fund · Regular | Flexi Cap | 26 Aug 2026 | 0.1 y | 13.5% | 9.7% | 14.8% | 108,547 |
| HDFC Focused Fund HDFC Mutual Fund · Regular | Focused | 26 Aug 2026 | 0.1 y | 13.0% | 9.4% | 15.3% | 26,553 |
| HDFC Gold ETF HDFC Mutual Fund · ETF | Gold ETF | 23 Feb 2022 | 4.6 y | 35.5% | 35.5% | 24.9% | 23,900 |
| HDFC Large & Mid Cap Fund HDFC Mutual Fund · Regular | Large & Mid Cap | 26 Aug 2026 | 0.1 y | 10.4% | 10.6% | 12.2% | 28,543 |
| HDFC Large Cap Fund HDFC Mutual Fund · Regular | Large Cap | 26 Aug 2026 | 0.1 y | 6.7% | 7.5% | 8.9% | 37,294 |
| HDFC Mid Cap Fund HDFC Mutual Fund · Regular | Mid Cap | 26 Aug 2026 | 0.1 y | 14.4% | 13.9% | 16.7% | 101,856 |
| HDFC Multi Cap Fund HDFC Mutual Fund · Regular | Multi Cap | 26 Aug 2026 | 0.1 y | 9.1% | 12.1% | n/a | 19,490 |
| HDFC Banking & Financial Services Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 9.7% | 11.7% | 9.8% | 4,425 |
| HDFC Business Cycle Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 9.0% | 11.7% | n/a | 2,646 |
| HDFC Consumption Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 7.2% | 11.7% | n/a | 954 |
| HDFC Defence Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 34.7% | 11.7% | n/a | 11,493 |
| HDFC Housing Opportunities Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 7.0% | 11.7% | 9.4% | 1,100 |
| HDFC INNOVATION FUND HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | n/a | 11.7% | n/a | 3,152 |
| HDFC Infrastructure Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 11.8% | 11.7% | 17.0% | 2,251 |
| HDFC MNC Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 5.4% | 11.7% | n/a | 534 |
| HDFC Manufacturing Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | n/a | 11.7% | n/a | 10,280 |
| HDFC Pharma and Healthcare Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 28.6% | 11.7% | n/a | 3,501 |
| HDFC Technology Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 3.9% | 11.7% | n/a | 1,371 |
| HDFC Transportation and Logistics Fund HDFC Mutual Fund · Regular | Sectoral/Thematic | 26 Aug 2026 | 0.1 y | 21.8% | 11.7% | n/a | 2,043 |
| HDFC Silver ETF HDFC Mutual Fund · ETF | Silver ETF | 2 Sep 2022 | 4.1 y | 44.2% | 44.1% | n/a | 7,724 |
| HDFC Small Cap Fund HDFC Mutual Fund · Regular | Small Cap | 26 Aug 2026 | 0.1 y | 8.8% | 13.5% | 12.8% | 40,801 |
| HDFC Value Fund HDFC Mutual Fund · Regular | Value | 26 Aug 2026 | 0.1 y | 13.8% | 10.0% | 12.2% | 8,039 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does Bhagyesh Kagalkar manage?
- According to the schemes' Summary Documents, Bhagyesh Kagalkar is a listed fund manager of 28 schemes tracked by MFIC: HDFC DIVIDEND YIELD FUND, HDFC Flexi Cap Fund, HDFC Focused Fund, HDFC Large Cap Fund, HDFC Mid Cap Fund, HDFC Multi Cap Fund, HDFC Banking & Financial Services Fund, HDFC Business Cycle Fund, HDFC Consumption Fund, HDFC Housing Opportunities Fund, HDFC Infrastructure Fund, HDFC INNOVATION FUND and others.
- Since when has Bhagyesh Kagalkar managed these schemes?
- The earliest start date listed is 23 Feb 2022. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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