Yogesh Patil
Chief Investment Officer – Equity at LIC
Schemes named on
7
Managing since
11 Oct 2024
Background
- Qualifications
- • MBA (Finance) - Symbiosis Institute of Business Management, Pune • B.com - Govt. College BHEL Bhopal • HSC - St. Johns High School, BHEL, Bhopal • SSC - Raman High School, BHEL, Bhopal
- Experience
- Mr. Yogesh Patil has 23 years of overall experience as stated below: • Chief Investment Officer – Equity - LIC Mutual Fund Asset Management Ltd. (w.e.f. th 25 May 2022) • Head – Equity- LIC Mutual Fund Asset Management Ltd. (1st April 2021 – 24th May 2022) • Fund Manager (Equity)- LIC Mutual Fund Asset Management Ltd. (since October 2018) • Senior Fund Manager (Equity) – Canara Robeco Mutual Fund (September 2009 – September 2018) • Research Analyst – Sahara Mutual Fund (December 2006 – August 2009)
Funds Yogesh Patil manages
6Named on 7 schemes; the 6 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 Infrastructure Fund | ★★★☆☆ | +15.2% | +26.7% | +24.2% | 1.34% | ₹1,062Cr |
| 2 | LIC MF Small Cap Fund | ★★☆☆☆ | +19.2% | +20.7% | — | 1.33% | ₹673.88Cr |
| 3 | LIC MF Multi Cap Fund | ★★★★☆ | +12.2% | +20.3% | — | 0.83% | ₹1,895Cr |
| 4 | LIC MF Large & Mid Cap Fund | ★★☆☆☆ | +4.4% | +16.4% | +13.6% | 1.67% | ₹3,133Cr |
| 5 | LIC MF ELSS Tax Saver | ★★☆☆☆ | -1.2% | +11.8% | +10.9% | 1.28% | ₹989.69Cr |
| 6 | LIC MF Balanced Advantage Fund | ★★☆☆☆ | +4.9% | +9.8% | — | 1.60% | ₹676.75Cr |
NAV data as of 20 Aug 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. 1 of the 7 scheme assignments come from another of the house’s filings naming them rather than from that scheme’s own document, so that list may be incomplete. 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.