HSBC Midcap Fund - Direct (G) vs Nippon India Balanced Advantage Fund - Direct (G)

Anant Deep Katare

B.E (Electrical), PGDBA, Qualified CFA.

Over 11 Years' experience Last assignments held - worked with: UTI Securities Limited (UTISEL), Mumbai as AVP-Research from June 2006 - Feb 2007 SBI Capital Markets (SBICAPS), Mumbai as Research Group from May 2005 - June 2006 UTI Securities Limited (UTISEL), Mumbai as AVP-Research from Sept. 2003 - May 2005 Khandwala Securities Limited (KSL), Mumbai as Research analyst & derivatives strategist from Mar. 2000 - Sept. 2003 Stock Holding Corporation of India(SHCIL), MUMBAI as executive from Aug. 1998 - Feb. 2000. Express Investment Week, MUMBAI as Investment Analyst from 1997 - 98.

Cheenu Gupta

CFA Charter holder (USA), PGDBM (Finance) and B.E. (I.T)

Over 17 years of experience HSBC Asset Management (India) Private. Limited SVP Fund Management Equities (Since November 26, 2022) L&T Investment Management Limited Fund Manager - Equity from July 1, 2021 to November 25, 2022. Canara Robeco Asset Management Company Limited Equity - Fund Manager (March 2018 - June 2021) Tata AIA Life Insurance Company Limited Equity Fund Manager (from August 2009 - February 2018)

Soumendra Nath Lahiri

B.E (Mechanical), PGDM - (IIM Bangalore)

Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Venugopal Manghat

MBA (Finance) BSC(Mathematics)

Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

Amar Kalkundrikar

B.Com, CA, CFA, and MBA from Columbia Business School.

Collectively over 23 years of experience of which nearly 20 years in Fund Management, Equity Research and Portfolio Management Assignments Held (for last 10 years) August 28, 2025 onwards HDFC Asset Management Company Limited September 21, 2020 to August 14, 2025 Nippon Life India Asset Management Company Ltd, Last position held: Fund Manager - Equity March 31, 2002 to September 04, 2020 HDFC Asset Management Company Limited, Last position held: Portfolio Manager - Client Funds

Ashutosh Bhargava

B.Com, MBA (Finance)

Over 13 years of experience in Capital Markets Sept 16, 2017 till date (RNAM - Deputy Investment Strategist and Fund Manager) 2008 - till Sept 15 2017 (RNAM - Investment Strategist) 2007 - 2008 (Reliance Capital Ltd - Economist 2005 - 2007 (JPMorgan India Services Private Ltd - Economist)

Bhavik Dave

BBA (2005 - 2008), PGDM (2010 - 2012)

Over 11 years of experience in equity 18th June 2021 onwards NAM India - Co- Fund Manager & Research Analyst From September 30, 2014 to June 17, 2021 NAM India - Research Analyst From October 07, 2013 to September 29, 2014 Motilal Oswal Securities Limited - Research Associate (Institutional Equities) From May 2012 to October 2013 Crisil Global Analytics Centre - Credit Analyst - US Oil & Gas Sector From July 2011 to May 2012 Grantham Mayo, Van Otterloo & Co. - Research Associate Internship

Manish Gunwani

B.Tech (Mechanical), PGDM

Overall 15 years of experience of which 8 years in equity research and one and half year in Fund management.

Meenakshi Dawar

B.Tech From IGIT New Delhi,PGDM From IIM Ahmedabad.,

Reliance Nippon Life Asset Management Limited (From March 01, 2017) - Fund Manager - Equity. IDFC Mutual Fund - Fund Manager managing Large Cap and Hybrid Funds (June 2011 - February 2017) ICICI Securities - Equity Research Analyst covering listed Indian Equities. Also led an initiative to expand research coverage for mid and small cap companies (April 2010 - June 2011) Edelweiss Capital - Associate - Relationship manager for domestic mutual funds and insurance companies (May 2008 - March 2010)