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

Scheme assignments

3,633

1 of 456


Profile & funds →	Motilal Oswal	—	41	26 Jul 2019
Qualifications Master of Commerce (Finance Management) Experience Mr. Swapnil Mayekar has rich experience in the field of Research. He had earlier worked with organization like Business Standard Limited where he was primarily responsible for research on Banking Sector, Mutual Fund, Debt market, International and Indian Stock Market using valuation models. He is associated with MOAMC since March 2010 where his primarily role is to develop model structure, to perform portfolio assessments on a periodic basis for investment strategies & models and analysis of Exchange Traded Funds, Mutual fund scheme and stocks. of overall experience and equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development. Schemes (41) Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth Motilal Oswal BSE Enhanced Value ETF Motilal Oswal BSE Quality Index Fund-Direct plan Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds- Direct - Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nifty 50 ETF Motilal Oswal Nifty 500 Momentum 50 ETF Motilal Oswal Nifty Bank Index - Regular Plan Motilal Oswal Nifty Metal ETF Motilal Oswal Services Fund - Direct Plan - Growth Motilal Oswal BSE Enhanced Value Index Fund-Direct plan Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth

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.