Sumit Bhatnagar
Fund Manager - Equity at LIC
Sumit Bhatnagar is named on 17 schemes at LIC, managing there since 03 Oct 2023. Of the 14 ranked with a three-year record, 3-year CAGR runs from 36.9% (LIC MF Gold Exchange Traded Fund) down to 4.1% (LIC MF BSE Sensex Index Fund - Direct Plan - Growth), across Gold ETF, FoF Domestic, Value Fund and 7 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from LIC's SEBI filings.
Background
- Qualifications
- • MBA (Finance) – Rotman School of Management, university of Toronto • CFA – CFA Institute, USA • MBA (Finance) – I.M.S., Devi Ahilya University, Indore • BBA – P.I.M.R, Devi Ahilya University, Indore
- Experience
- Mr. Sumit Bhatnagar has an overall experience of 25 years in financial markets. – • Fund Manager of (Equity) – LIC Mutual Fund Asset Management Limited (With – rd effect from 3 October 2023) • Fund Manager (Equity) – Indiabulls Asset – Management Co. Ltd. (May 2021 – June 2023) • Head – Equity - Indiabulls Asset Management Co. Ltd. (February 2009 – January 2019)
Funds Sumit Bhatnagar manages
14Named on 17 schemes; the 14 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | LIC MF Gold Exchange Traded Fund | ★★★★★ | +23.5% | +36.9% | — | 0.45% | ₹1,441Cr |
| 2 | LIC MF Gold ETF Fund of Fund | ★★★★☆ | +21.0% | +35.8% | — | 0.35% | ₹824.57Cr |
| 3 | LIC MF Value Fund | ★★★☆☆ | +19.9% | +17.3% | — | 1.78% | ₹283.29Cr |
| 4 | LIC MF Nifty Next 50 Index Fund | ★★★★☆ | +2.9% | +16.5% | — | 0.36% | ₹111.26Cr |
| 5 | LIC MF Aggressive Hybrid Fund | ★☆☆☆☆ | +2.8% | +11.5% | +9.0% | 1.82% | ₹550.22Cr |
| 6 | LIC MF Focused Fund | ★☆☆☆☆ | +1.4% | +9.4% | — | 2.35% | ₹173.42Cr |
| 7 | LIC MF Equity Savings FundSmall fund | ★☆☆☆☆ | +2.1% | +8.3% | — | 1.86% | ₹37.97Cr |
| 8 | LIC MF Nifty 100 ETF | — | -6.5% | +7.7% | +6.8% | 0.30% | ₹736.81Cr |
| 9 | LIC MF Large Cap Fund | ★☆☆☆☆ | -6.8% | +7.5% | +5.8% | 1.37% | ₹1,367Cr |
| 10 | LIC MF Arbitrage Fund | ★★★☆☆ | +6.8% | +7.1% | +6.6% | 1.04% | ₹293.38Cr |
| 11 | LIC MF Nifty 50 ETF | — | -8.3% | +6.2% | +6.4% | 0.09% | ₹863.20Cr |
| 12 | LIC MF Nifty 50 Index Fund | ★★☆☆☆ | -8.7% | +5.9% | +6.1% | 0.56% | ₹364.51Cr |
| 13 | LIC MF BSE Sensex ETF | — | -9.8% | +4.5% | +5.5% | 0.12% | ₹714.40Cr |
| 14 | LIC MF BSE Sensex Index FundSmall fund | ★★☆☆☆ | -10.2% | +4.1% | +5.1% | 0.66% | ₹91.05Cr |
NAV data as of 06 Oct 2026. Role, qualifications and tenure are disclosures from LIC’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.