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From AMFI & SEBI filings — SIDs and SAIs

Fund Managers

Every manager named in a Scheme Information Document — the statutory “Who manages the Scheme?” disclosure — with the schemes they run. Open a row to see their funds.

Managers
456
Fund houses
48
Scheme assignments
3,633

1 of 456

Profile & funds →7
Role
Chief Investment Officer – Equity
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)

Role and Managing since come from each scheme’s SID/SAI filing and are often not disclosed — a dash means the filing didn’t state it, not that the manager is new.

Read from each scheme’s most recent Scheme Information Document, as filed with SEBI and published by AMFI. A manager is listed once per fund house. Because that disclosure is per scheme, one person is filed many times and the filings can disagree — each field shown is taken from their most recent document, and the bio is whichever of their filings carries the least of a neighbouring column.

Two gaps that leaves are filled from a second document: each fund house’s Statement of Additional Information, which states its key personnel once, in one table, rather than once per scheme. That is where the role and the total-experience figure come from — and where that table’s own columns garbled a role, by running a neighbouring number through it or welding the page heading onto its end, it is left blank rather than published. It also supplies a qualification or a bio wherever the scheme filings left one blank or left one that could not be right. It does not overwrite a value that already reads cleanly: an SAI is filed roughly once a year, so it is often the older of the two. An expanded row says which of its fields came from there.

A manager is also listed against a scheme when another of the same house’s filings names them on it: every SID must list the other schemes its managers run, which reaches 179 live schemes whose own document we do not hold. Those entries are shown with a dashed outline, and the list for such a scheme may be incomplete — only a manager who also appears in a filing we hold can be found that way.

Coverage is limited to schemes whose SID we hold and could read, so a fund manager with no row here is one whose filing we have not parsed rather than one who does not exist — and where a qualification or an experience is still missing, it is a cell both documents’ layouts defeated rather than something the manager lacks.