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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 Dealer (Equity) Fund Manager
Qualifications
B. Com, C.A., CFA Charter Holder (CFA Institute, USA)
Experience
Mr. Sharma has over 21 years experience in Indian capital markets in various capacities including Portfolio Management and Dealing in equity shares on behalf of clients. Past Experiences: From April 2007 to Jan 2011- as Sr. Manager - Portfolio Management Services with HDFC Asset Management Co. Ltd. From July 2006 to April 2007 - as financial advisor with Citigroup Wealth Advisors India Pvt. Ltd. From Dec 2004 – July 2006 – as AVP – Non Discretionary PMS with Kotak Securities Ltd From Nov 2003 to Nov 2004- as AVP – Fixed Income Group with Times Investors Services Pvt. Ltd., Mumbai. From Nov 1999 to Nov 2003 as Manager - Fixed Income Group with Birla Sun Life Securities Ltd. Presently, he is Chief dealer - Equities and Fund Manager of SBI BSE Sensex Next 50 ETF, SBI Nifty Index Fund SBI Gold Fund, SBI BSE Sensex ETF, SBI BSE 100 ETF, SBI Nifty Bank ETF, SBI Nifty Next 50 ETF, SBI Nifty 50 ETF, SBI NIFTY 200 Quality 30 ETF, SBI Equity Minimum Variance Fund, SBI Nifty Next 50 Index Fund and

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.