Fundalysisby DARKHORSESTOCKS

Fund manager · LIC

Yogesh Patil

Runs no scheme today.

  • Fund house

    LICThey run their schemes at LIC.

  • AUM they run

    None today

  • Schemes

    0 now · 7 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.

  • Experience

    Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Their fund house's documents give no profile for them yet.

Schemes now0

None today; their last ended in Apr 2026.

AUM they run(Sept 2020 – Mar 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Mar 20268,018−10.8%
Feb 20268,983+2.3%
Jan 20268,778−4.1%
Dec 20259,154−1.1%
Nov 20259,252−1.2%
Oct 20259,369+2.4%
Sept 20259,147+1.9%
Aug 20258,979−2.8%
Jul 20259,241+5.8%
Jun 20258,737+3.5%
May 20258,442+7.6%
Apr 20257,847+1.5%
AUM at month end, Mar 2026
₹8,018 Cr
+2.2% since Apr 2025
Fig. 1.The AUM of the schemes Yogesh Patil 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(Sept 2020 – now)

  1. Large Mid Cap Fund
  2. Infrastructure Fund
  3. Balanced Advantage Fund
  4. Multi Cap Fund
  5. ELSS Tax Saver Fund
  6. Manufacturing Fund
  7. Small Cap Fund
LIC202120222023202420252026
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(Sept 2020 – now)

LIC

since Sept 2020
  1. LIC MF Balanced Advantage Fund
    Fund manager, equityNov 2021—Apr 20264y 6mBalanced Advantage
  2. LIC MF Manufacturing Fund
    Fund managerOct 2024—Apr 20261y 7mSectoral / Thematic
  3. LIC MF Small Cap Fund
    Co-managerJul 2025—Apr 202610mSmall Cap

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

Performance(7 schemes)

Growth · Direct plans

Return as manager
+11.22%
Beat peers
3 of 6
vs peers
−0.28 pt
Longest run
5.6 years
Beat benchmark
Upcoming
Each scheme Yogesh Patil ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
LIC MF Infrastructure Fund
Sep '20–Apr '26 · 5.6y
+27.38%+18.53%+8.85 pt––
LIC MF Large Mid Cap Fund
Sep '20–Apr '26 · 5.6y
+17.45%+19.04%−1.59 pt––
LIC MF Balanced Advantage Fund
Nov '21–Apr '26 · 4.4y
+7.28%+8.89%−1.61 pt––
LIC MF Multi Cap Fund
Nov '22–Apr '26 · 3.4y
+15.16%+14.13%+1.03 pt––
LIC MF ELSS Tax Saver Fund
Jul '24–Apr '26 · 1.7y
−4.95%−3.06%−1.90 pt––
LIC MF Manufacturing Fund
Oct '24–Apr '26 · 1.5y
−2.67%−7.55%+4.88 pt––
LIC MF Small Cap Fund
Jul '25–Apr '26 · 0.8y
−11.57%−10.85%−0.72 pt––
Fig. 1.Each scheme Yogesh Patil ran, against its peers and benchmark over the same months. Source: AMFI.