Mr. Nilay Dalal joined ITI Asset Management Limited in April 2023 and has over 12 years of work experience in financial markets. Past Experience: December 2019 – April 2023 with Axis Asset Management Company as Equity Research Analyst; May 2011 – December 2019 with SBI Life Insurance as Equity Research Analyst.
Funds Managed by Nilay Dalal
| Funds | AUM | Expense | |
|---|---|---|---|
| ITI Balanced Advantage Reg Gr Hybrid Dynamic Asset Allocation or Balanced Advantage Moderate Risk | ₹353.79 Cr | 3.26% | -2.29% |
| ITI Banking and Fin Svcs Reg Gr Equity Sector - Financial Services Very High Risk | ₹386.46 Cr | 2.89% | 4.35% |
| ITI Business Cycle Reg Gr Equity Sectoral/ Thematic | ₹115.24 Cr | 3.54% | - |
| ITI Flexi Cap Reg Gr Equity Flexi Cap Very High Risk | ₹1,467.3 Cr | 2.42% | 8.64% |
| ITI Large Cap Reg Gr Equity Large Cap Fund Very High Risk | ₹367.41 Cr | 2.65% | -1.58% |
| ITI Large & Mid Cap Reg Gr Equity Large and Mid Cap Fund Very High Risk | ₹740.26 Cr | 2.60% | 3.21% |
| ITI Multi Asset Allocation Reg Gr Multi Asset Allocation Very High Risk | - | - | - |
| ITI Pharma and Healthcare Reg Gr Equity Sector - Healthcare Very High Risk | ₹262.84 Cr | 2.69% | 8.60% |
| ITI Value Reg Gr Equity Value Fund Very High Risk | ₹358.9 Cr | 3.24% | 1.06% |
Frequently Asked Questions
What does a fund manager do?
A fund manager manages an investment fund by selecting securities, monitoring the market, managing risk, and making investment decisions to help achieve the fund’s objective.
How do I choose the right fund manager?
You can choose the right fund manager by checking their experience, investment style, past performance, consistency, risk management approach, and whether their strategy matches your financial goals.
What should I ask a fund manager before investing?
You should ask about their investment strategy, risk approach, portfolio composition, performance history, fee structure, and how they respond to changing market conditions.
How do fund managers select investments?
Fund managers select investments by analyzing companies, sectors, valuations, economic trends, risks, and opportunities that fit the fund’s overall strategy.
How do I evaluate a fund manager’s performance?
You can evaluate a fund manager’s performance by looking at long-term returns, benchmark comparison, consistency, downside protection, and risk-adjusted returns.
Does changing a fund manager affect a mutual fund?
Yes, changing a fund manager can affect a mutual fund because a new manager may follow a different investment style, risk level, or portfolio strategy.