Yogesh Patil
Chief Investment Officer – Equity at LIC
Yogesh Patil is named on 7 schemes at LIC, managing there since 11 Oct 2024. Of the 6 ranked with a three-year record, 3-year CAGR runs from 22.6% (LIC MF Infrastructure Fund - Direct Plan - Growth) down to 7.6% (LIC MF Balanced Advantage Fund - Direct Plan - Growth), across Sectoral/ Thematic, Small Cap Fund, Multi Cap Fund and 3 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) - Symbiosis Institute of Business Management, Pune • B.com - Govt. College BHEL Bhopal • HSC - St. Johns the th High School, BHEL, Bhopal • SSC - Raman High School, BHEL, Bhopal
- Experience
- Mr. Yogesh Patil has overall 23 years of experience which consist of following: • Chief Investment Officer – Equity - LIC Mutual Fund Asset Management Ltd. (w.e.f. 25th 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 | ★★★☆☆ | +8.9% | +22.6% | +21.5% | 1.28% | ₹1,062Cr |
| 2 | LIC MF Small Cap Fund | ★★☆☆☆ | +14.8% | +17.6% | — | 1.28% | ₹673.88Cr |
| 3 | LIC MF Multi Cap Fund | ★★★★☆ | +6.2% | +16.8% | — | 0.78% | ₹1,895Cr |
| 4 | LIC MF Large & Mid Cap Fund | ★★☆☆☆ | -3.0% | +11.9% | +10.3% | 1.45% | — |
| 5 | LIC MF ELSS Tax Saver Fund | ★★☆☆☆ | -5.6% | +8.7% | +8.4% | 1.31% | ₹989.69Cr |
| 6 | LIC MF Balanced Advantage Fund | ★★☆☆☆ | 0.0% | +7.6% | — | 1.43% | ₹676.75Cr |
NAV data as of 05 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.