Vaibhav Dusad mutual fund manager ICICI Prudential

Mr. Vaibhav Dusad holds an MBA, an M.Tech., and a B.Tech. He previously held positions with Morgan Stanley, HSBC Global Banking and Markets, CRISIL, Zinnov Management Consulting, and Citibank Singapore before joining ICICI Prudential AMC Ltd. Currently, Sankaran Naren and Vaibhav Dusad are in charge of running the plan

Vaibhav Dusad has over 14 years of experience investing in Indian public equity markets and closely tracking multiple sectors – IT Services, Telecom, Internet, Textile, Business Services, Pharma, and Healthcare.

Currently working with India’s largest Asset Manager ICICI Pru AMC as a Fund Manager managing Technology, MNC, and Blue Chip funds with a total AUM of around 5bn USD.

The ICICI Prudential technology fund is the country’s largest fund. It is currently ranked # 2 globally and the best fund in India on 10 yearly basis:

Read more: what are the types of mutual funds

Previously worked with Morgan Stanley, India as an Equity Analyst for India’s Healthcare sector and HSBC Global markets and Crisil Ratings

Besides IT, Telecom and pharma, I keep track of a diverse set of midcap/small-cap stocks across sectors

Funds Managed by Vaibhav Dusad:

1. ICICI Pru Bluechip Gr
2. ICICI Pru Exports and Services Gr
3. ICICI Pru Focused Equity Gr
4. ICICI Pru Technology Gr

Experience of Vaibhav Dusad

Fund Manager: ICICI Prudential AMC Ltd · Full-timeICICI Prudential AMC Ltd · Full-time Dec 2017 – Present · 5 yrs 2 months Dec 2017 – Present · 5 yrs 2 months. Mumbai Area, India

• • Managing ICICI Prudential Technology Fund, MNC Fund, and Blue Chip FundTech fund are currently ranked among the top 3 (of 256) technology funds globally by Citywire. It has been the best SIP performer on a 10-year CAGR basis as per ET Now. Received two Lipper fund awards for best fund performance over 3 years and 5 yearshttps://www.lipperfundawards.com/Awards/India/2021/Certificate/56990/ICICIPrudentialTechnologyFund-Growth.pdfhttps://www.lipperfundawards.com/Awards/India/2021/Certificate/56979/ICICIPrudentialTechnologyFund-Growth.pdfTracking India IT, Cement, Auto, Metals, Pharma and Healthcare, Internet, Telecom and Textile Sectors
• Analyst – India Healthcare and Pharma, Morgan Stanley-May 2014 – Dec 2017 · 3 yrs 8 months. May 2014 – Dec 2017 · 3 yrs 8 months in Mumbai Area, India
  • Indian Healthcare & Pharma SectorCoverage Universe (large cap and midcap): Sun Pharma, Lupin, Dr. Reddy’s, Cipla, Cadila, Biocon, Glenmark, Natco, Alembic, Torrent, Indoco Remedies, Shilpa Medicare, IPCA.Lead coverage on Dr. Lal Pathlab / Diagnostics sector hospitals and Diagnostic Services – Apollo Hospitals, Narayana Hrudayalaya, HCG global, Thyrocare, Dr. Lal PathlabsBesides pharma, I keep track of a diverse set of midcap/ small cap stocks across sectors on account of personal interest previously I used to covered Telecom Sector. This was a regional role with a focus on Thematic trends – border coverage included – telecom stocks from India, China, Korea, and Taiwan market
• • • Coverage stocks: Bharti Airtel, Bharti Infratel, Idea Cellular, Reliance, China Telecom, China Unicom, China Mobile, SK Telecom, LG U Plus, KT Telecom, Taiwan Telecom, Far East One
     Equity Analyst – India / Asia Pacific Telecommunications TeamEquity Analyst – India / Asia Pacific Telecommunications TeamHSBC Global Banking and MarketsHSBC Global Banking and MarketsSep 2011 – Apr 2013 · 1 yr 8 months. Sep 2011 – Apr 2013 · 1 yr 8 months in Bengaluru, India
  • Equity Associate- Asian- TelecommunicationsEquity Associate- Asian- Telecommunications
• CRISIL-Sep 2010 – Nov 2011 · 1 yr 3 mosSep 2010 – Nov 2011 · 1 yr 3 months in Mumbai Area, India
  • • Creating and maintaining financial models, writing research reports including initiation reports, sector reports,, and maintenance reports, carrying out sector analysis and coming up with investment themes, keeping track of the latest developments in the companies under coverage and the sector, and incorporating the same into the research publications
• ConsultantConsultantZinnov Mangement Consulting Zinnov Management ConsultingJul 2009 – Sep 2010 · 1 yr 3 mosJul 2009 – Sep 2010 · 1 yr 3 mosBengaluru Area, IndiaBengaluru Area, India
  • • Worked with various clients to develop go-to-market strategies, opportunity assessment, and market landscape evaluation in the domains of Engineering Services/ Technology
• Summer InternCitibank Singapore: May 2008 – Aug 2008 · 4 months. May 2008 – Aug 2008 · 4 months in Singapore
  • • Worked with FX investment product team. Involved in product structuring and modeling.
• Certification Program at Bloomberg Tools & AnalyticsCertification Program at Bloomberg Tools & AnalyticsBloomberg LPBloomberg LPJun 2008 – Jul 2008 · 2 months. Jun 2008 – Jul 2008 · 2 months in Singapore
  • • Bloomberg Tools & Analytics- Bloomberg Terminal Training. Completed 8 modules including Getting Started, Launch Pad and series of Technical and Fundamental analyses related to public market equities
• Temasek Foundation, ScholarTemasek Foundation, ScholarLEaRN Program Jan 2008 – May 2008 · 5 mosJan 2008 – May 2008 · 5 mosSingaporeSingapore
  • • Among the 4 students from India, selected for Leadership Enrichment & Regional Networking program to pursue semester exchange studies at Nanyang Technological University, Singapore
• Project AssistantProject AssistantNanyang Business SchoolNanyang Business SchoolJan 2008 – Apr 2008 · 4 mosJan 2008 – Apr 2008 · 4 mosSingaporeSingapore
  • • Modify optimization function & tweak experimental parameters. Used genetic algorithm for predicting the SGD-NEER (Nominal Effective Exchange Rate) weights using historical database and identified trading band
• TraineeRuhr-Universität Bochum, GermanyRuhr-Universität Bochum, GermanyMay 2007 – Aug 2007 · 4 mosMay 2007 – Aug 2007 · 4 mos. Bochum Area, Germany
• Research international Aerospace LaboratoryNational Aerospace LaboratoryMay 2006 – Aug 2006 · 4 months. May 2006 – Aug 2006 · 4 months in Bengaluru Area, India
• Summer Intern at Indian Institute of Technology, Delhi. June 2005 – July 2005 · 2 months. Jun 2005 – Jul 2005 · 2 months in New Delhi Area, India

Education of Mr. Vaibhav Dusad

• Indian School of BusinessIndian School of BusinessMaster of Business Administration (M.B.A.), Strategy & Leadership and FinanceMaster of Business Administration (M.B.A.), Strategy & Leadership and Finance2013 – 20142013 – 2014
  • Grade: 3.75/4Grade: 3.75/4
  • Activities and societies: Coordinator, Consilium, ISB Consulting ClubActivities, and societies: Coordinator, Consilium, ISB Consulting Club
• Indian Institute of Technology, Madras: B.Tech & M.Tech (Dual Degree), Metallurgy and Materials engineering.Tech & M.Tech (Dual Degree), Metallurgy and Materials Engineering2004 – 20092004 – 2009
  • Grade: 8.0/10Grade: 8.0/10
  • Activities and societies: Hockey, Dramatics, Cultural fest activities and societies: Hockey, Dramatics, Cultural fests
• Nanyang Technological University, Singapore: Exchange Program, Metallurgy and Materials EngineeringExchange Program, Metallurgy, and Materials Engineering 2008 – 2008
• Global Association of Risk ProfessionalsGlobal Association of Risk Professionals Financial Risk ManagerFinancial Risk Manager2009 – 20142009 – 2014
  • Grade: Passed Level 1 & 2Grade: Passed Levels 1 & 2
• Passed Level II of the CFA Program, June 2011Passed Level II of the CFA Program, June 2011CFA level 3 candidate, Investments and SecuritiesCFA level 3 candidate, Investments and Securities2011 – 20112011 – 2011
• Indian Institute of Technology, Bombay, 2008 – 2008
  • Activities and societies: Inter IIT sports MeetActivities and societies: Inter IIT sports Meet
  • • Inter IIT sports Meet
• Indian Institute of Technology, Roorkee
  • Activities and societies: Inter-IIT Sports Meet

Licenses & certifications

• Passed Level 2 of the CFA program: CFA InstituteCFA InstituteIssued Aug 2011 · No Expiration DateIssued Aug 2011 · No Expiration Date
• Financial Risk Manager (FRM)Financial Risk Manager (FRM)Global Association of Risk Professionals (GARP)Global Association of Risk Professionals (GARP)Issued Sep 2009 · No Expiration DateIssued Sep 2009 · No Expiration DateCredential ID 110409Credential ID 110409
• Bloomberg Tools & AnalyticsBloomberg Tools & AnalyticsBloombergBloombergIssued Jun 2008 · No Expiration DateIssued Jun 2008 · No Expiration Date
• Financial MarketsFinancial MarketsNational Stock Exchange of India LimitedNational Stock Exchange of India LimitedIssued Dec 2007 · No Expiration DateIssued Dec 2007 · No Expiration Date
• Equities & Derivatives: BSE India Issued Sep 2007 · No Expiration Date

Skills of Vaibhav Dusad

• Financial ModelingFinancial Modeling
  • Endorsed by Manish Beria, CFA and 3 others who are highly skilled at this endorsed by Manish Beria, CFA and 3 others who are highly skilled at this
  • • 
    Endorsed by 2 colleagues at HSBCEndorsed by 2 colleagues at HSBC
• Capital MarketsCapital Markets
  • • 
    Endorsed by 2 colleagues at Zinnov
• Equity ResearchEquity Research
  • • 
    Endorsed Manoj Jethva who is highly skilled at this
  • • Endorsed by 2 colleagues at HSBC
  • • Investment Banking
      • 16 endorsements16 endorsement
• Equities
  • 12 endorsements
• Bloomberg
  • 11 endorsements
• Analysis
  • 9 endorsements
• Business Analysis
  • 7 endorsements
• Investments
  • 7 endorsements
• Valuation
  • 6 endorsements
• Financial Analysis
  • 5 endorsements
• VBA
  • 5 endorsements
• Trading
  • 5 endorsements
• Business Strategy
  • 4 endorsements
• FX Options
  • 3 endorsements
• Finance
  • 3 endorsements
• Market Research
  • 2 endorsements
• Corporate Finance
• Derivatives
• Data Analysis
• Equity Valuation
• Hedge Funds
• Management
• Fixed Income
• Emerging Markets
• Private Equity
• Management Consulting
• Consulting
• Portfolio Management

Honors & awards received by Mr. Vaibhav Dusad

• Citywire Selector Global Rank #3Aug 2021
  • • 
    Associated with ICICI Prudential AMC Ltd
  • • https://citywireselector.com/fund/upamc-ben-teng-fund/c42181?periodMonths=12https://citywireselector.com/fund/upamc-ben-teng-fund/c42181?periodMonths=12
• ET Money- Best SIP in last 10 years
  • • 
    Associated with ICICI Prudential AMC Ltd
  • • https://economictimes.indiatimes.com/markets/bonds/sips-in-it-mid-and-small-cap-mutual-funds-top-returns-chart/articleshow/86668873.cmshttps://economictimes.indiatimes.com/markets/bonds/sips-in-it-mid-and-small-cap-mutual-funds-top-returns-chart/articleshow/86668873.cms
• Lipper Award- Best fund performance over 3 years and 5 year Lipper Award- Best fund performance over 3 years and 5 years issued by Refinitiv Lipper · Mar 2021Issued by Refinitiv Lipper · Mar 2021
  • • 
    Associated with ICICI Prudential AMC Ltd
  • • https://www.lipperfundawards.com/Awards/India/2021/Certificate/56990/ICICIPrudentialTechnologyFund-Growth.pdfhttps://www.lipperfundawards.com/Awards/India/2021/Certificate/56979/ICICIPrudentialTechnologyFund-Growth.pdfhttps://www.lipperfundawards.com/Awards/India/2021/Certificate/56990/ICICIPrudentialTechnologyFund-Growth.pdf https://www.lipperfundawards.com/Awards/India/2021/Certificate/56979/ICICIPrudentialTechnologyFund-Growth.pdf
• ISB Dean’s and Merit List HolderISB Dean’s and Merit List HolderIssued by ISB · Apr 2014Issued by ISB · Apr 2014
  • • 
    Associated with the Indian School of Business
  • • Top 8% of the Graduating Classhttp://www.isb.edu/graduation-day-2014/awards/scholars-of-excellence
      Top 8% of the Graduating Class http://www.isb.edu/graduation-day-2014/awards/scholars-of-excellence
• New Venture Competition – University of Oregon, Portland, USA – India FinalistNew Venture Competition – University of Oregon, Portland, USA – India FinalistIssued by University of Oregon, Portland, USA · Apr 2014Issued by University of Oregon, Portland, USA · Apr 2014
  • • 
    Associated with the Indian School of Business
  • • Semifinalist- Only team from India shortlisted to participate in the competition. Competed with MBA students from the top business programs worldwide Semifinalist- Only team from India shortlisted to participate in the competition. Competed with MBA students from the top business programs worldwide
• Won the First price in M&A Case Study CompetitionWon the First price in M&A Case Study CompetitionIssued by Societe Generale India · Jan 2014Issued by Societe Generale India · Jan 2014
  • • 
    Associated with Indian School of Business
  • • Won (among 100+ teams), Societe Generale, Mergers & Acquisition business case competition. Evaluated merger of Siemens and ABB worth $70bnWon (among 100+ teams), Societe Generale, Mergers & Acquisition business case competition. The evaluated merger of Siemens and ABB worth $70bn
• Temasek Scholarship Issued by Temasek Foundation, Singapore · Dec 2008
  • • International Student Semester Exchange program: Among 40 students from top 15 Asian universities selected for Leadership Enrichment & Regional Networking scholarship program ( LeARN) by Temasek FoundationsInternational Student Semester Exchange program: Among 40 students from top 15 Asian universities selected for Leadership Enrichment & Regional Networking scholarship program ( LeARN) by Temasek Foundations
• DAAD Scholarship, Germany, Issued by Ruhr University Bochum, Germany · May 2007
  • • 
    Associated with Ruhr-Universität Bochum, Germany
  • • Research grant for Summer Project at Smart Materials Lab., Ruhr University Bochum, Germany, 2007