Sohum India Focus 10 Investment Approach

Sanjay H Parekh (Bachelor of Commerce, Chartered Accountant – May 1994) has over 27 years of experience in equity research and fund management. His initial 10 years were spent in research across sectors such as Oil & Gas, Cement, Petrochemicals, Banking, Information Technology Services, and Media. He subsequently spent 17 years in equity fund management with leading institutions, including ASK Investment Managers (Head of Investments, 2005–2008), ICICI Prudential Mutual Fund (Senior Fund Manager, 2008–2012), and Nippon India Mutual Fund (Senior Fund Manager, February 2012 to September 2021). At Nippon India Mutual Fund, he managed the equity component of the Nippon India Equity Hybrid Fund (AUM ₹3,700 crore), Nippon India Tax Saver Fund (AUM ₹11,600 crore), and Nippon India Banking Fund (AUM ₹2,200 crore). He also co-managed an advisory mandate with the Kuwait Investment Authority with an AUM of ₹5,700 crore. During his tenure at ICICI Prudential Mutual Fund, he managed approximately $1 billion across six key equity schemes (October 2008 – March 2012), including ICICI Prudential Dynamic Fund (prior to its merger with Fusion 1/2/3 Funds), Top 100, Top 200, Banking Fund, Services Fund, and Target Return Fund. As Head of Investments at ASK Investment Managers (PMS), he led a team of portfolio managers and research analysts, reporting to Bharat Shah. His role included managing the flagship “Growth” product, leading research, contributing to portfolio construction across products, and helping establish key organizational processes.