ET Wealth teamed up with Morningstar India to bring you its comprehensive annual study of the best equity fund managers based on their 5-year performance.
- The study was restricted to open ended, actively managed, diversified equity funds.
- Only funds with a corpus of at least Rs 200 crore were considered.
- The performance period was July 1, 2012 to June 30, 2017.
- For a fund to qualify, the fund manager needed a minimum 2-year track record with that fund as a lead manager. While identifying the lead fund manager of each scheme, only the primary fund manager mentioned in the scheme's fact sheet was considered.
- The study was restricted to fund managers cumulatively managing an AUM of at least Rs 500 crore, across all qualifying funds.
- After short-listing the fund managers, the aggregate returns generated by each fund manager were calculated over the 5-year period for all the funds managed by him which satisfied the qualifying criteria. The returns were then adjusted for risk.
You can read how we arrived at the risk-adjusted score here.
Neelesh Surana
- AMC: Mirae Asset Global Investments
- 5-year asset weighted return: 26%
- Average 5-year AUM: Rs 2,282 cr
- Funds: Mirae Asset Emerging Bluechip, Mirae Asset India Opportunities, Mirae Asset Tax Saver
R Janakiraman
- AMC: Franklin Templeton Mutual Fund
- 5-year asset weighted return: 25.98%
- Average 5-year AUM: Rs 7,333 cr
- Funds: Franklin India Opportunities, Franklin India Prima, Franklin India Smaller Companies
Sohini Andani
- AMC: SBI Mutual Fund
- 5-year asset weighted return: 22.61%
- Average 5-YEAR AUM: Rs 4,824 cr
- Funds: SBI Banking and Financial Services, SBI Bluechip, SBI Magnum Midcap
Chirag Setalvad
- AMC: HDFC Mutual Fund
- 5-year asset weighted return: 24.69%
- Average 5-year AUM: Rs 10,420 cr
- Funds: HDFC LT Advantage, HDFC Mid-Cap Opportunities, HDFC Small Cap
Vinit Sambre
- AMC: DSP BlackRock Mutual Fund
- 5-year asset weighted return: 28.51%
- Average 5-year AUM: Rs 3,655 cr
- Funds: DSP BlackRock Micro Cap, DSP BlackRock Small and Midcap
Roshi Jain
- AMC: Franklin Templeton Mutual Fund
- 5-year asset weighted return: 24.66%
- Average 5-year AUM: Rs 2,464 cr
- Funds: Franklin India High Growth Companies
Ajay Garg
- AMC: Aditya Birla Sun Life Mutual Fund
- 5-year asset weighted return: 22.03%
- Average 5-year AUM: Rs 2,155 cr
- Funds: Aditya BSL MNC, Aditya BSL Tax, Aditya BSL Tax Relief 96, Aditya BSL Tax Saving
Krishnakumar
- AMC: Sundaram Mutual Fund
- 5-year asset weighted return: 25.57%
- Average 5-year AUM: Rs 5,075 cr
- Funds: Sundaram Diversified Equity, Sundaram Infrastructure Advantage, Sundaram Rural India, Sundaram Select Mid Cap, Sundaram SMILE
Pankaj Tibrewal
- AMC: Kotak Mutual Fund
- 5-year asset weighted return: 24.89%
- Average 5-year AUM: Rs 910 cr
- Funds: Kotak Emerging Equity, Kotak Midcap
Mrinal Singh
- AMC: ICICI Prudential Mutual Fund
- 5-year asset weighted return: 22.38%
- Average 5-year AUM: Rs 8,877 cr
- Funds: ICICI Prudential Dividend Yield Equity, ICICI Prudential Midcap, ICICI Prudential Select Large Cap, ICICI Prudential Value Discovery
You can read the fund managers’ views here.