Fundalysisby DARKHORSESTOCKS

Fund manager · ICICI

Sri Sharma

Fund Manager – MF Equity at ICICI. Runs 3 schemes worth ₹88,272 Cr.

  • Fund house

    ICICIThey run their schemes at ICICI.

  • AUM they run

    ₹88,272 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    3 now · 3 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.

  • Experience

    8 yearsOver 8 years of experience

Profile(ICICI's SAI, 30 Jun 2026)

About

Role
Fund Manager – MF Equity
Studied
Chartered Accounta nt, Chartered Financial Analyst (CFA) and M.Com
Age
31 years
Experience
Over 8 years of experience

Schemes now3

  1. ICICI Prudential Balanced Advantage Fund₹71,913 Cr
  2. ICICI Prudential Equity Savings Fund₹14,905 Cr
  3. ICICI Prudential Exports and Services Fund₹1,454 Cr

AUM they run(Apr 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202688,272−4.8%
Aug 202692,743−59.9%
Jul 20262,31,439+1.7%
Jun 20262,27,672+2.2%
May 20262,22,862+0.1%
Apr 20262,22,700+6.6%
Mar 20262,08,882−6.6%
Feb 20262,23,638+1.8%
Jan 20262,19,666+0.8%
Dec 20252,17,849+2.4%
Nov 20252,12,806+2.9%
Oct 20252,06,836+3.9%
AUM at month end, Sept 2026
₹88,272 Cr
−57.3% since Oct 2025
Fig. 1.The AUM of the schemes Sri Sharma ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Apr 2021 – now)

  1. Equity Savings Fund
  2. Multi Asset Allocation Fund
  3. Balanced Advantage Fund
  4. Aggressive Hybrid Fund
  5. Exports and Services Fund
  6. Conglomerate Fund
ICICI20222023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Apr 2021 – now)

ICICI

3 now · since Apr 2021
  1. ICICI Prudential Balanced Advantage Fund
    Fund manager, equityMay 2021—5y 6m₹71,913 CrBalanced AdvantageTER 1.04%
  2. ICICI Prudential Equity Savings Fund
    Fund managerApr 2021—5y 7m₹14,905 CrEquity SavingsTER 1.12%
  3. ICICI Prudential Exports and Services Fund
    Co-managerMay 2023—3y 6m₹1,454 CrSectoral / ThematicTER 1.79%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(6 schemes)

Growth · Direct plans

Return as manager
+16.50%
Beat peers
4 of 5
vs peers
+1.97 pt
Longest run
5.5 years
Beat benchmark
Upcoming
Each scheme Sri Sharma ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
ICICI Prudential Equity Savings Fund
Apr '21–now · 5.5y
+7.49%+8.41%−0.92 pt––
ICICI Prudential Multi Asset Allocation Fund
Apr '21–Aug '26 · 5.3y
+18.86%+14.88%+3.99 pt––
ICICI Prudential Balanced Advantage Fund
May '21–now · 5.5y
+10.88%+9.50%+1.38 pt––
ICICI Prudential Aggressive Hybrid Fund
May '21–Aug '26 · 5.3y
+18.45%+12.58%+5.87 pt––
ICICI Prudential Exports and Services Fund
May '23–now · 3.5y
+16.50%+14.53%+1.97 pt––
ICICI Prudential Conglomerate Fund
Jun '26–Jul '26 · 0.1y
+3.03%+4.04%−1.00 pt––
Fig. 1.Each scheme Sri Sharma ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(7 now)

  1. Manish BanthiaBalanced Advantage Fund · Equity Savings Fund2 schemes
  2. Ajaykumar SolankiEquity Savings Fund1 scheme
  3. Akhil KakkarBalanced Advantage Fund1 scheme
  4. Archana NairEquity Savings Fund1 scheme
  5. Dharmesh KakkadEquity Savings Fund1 scheme
  6. Rajat ChandakBalanced Advantage Fund1 scheme
  7. Ritesh LunawatEquity Savings Fund1 scheme