Aejas Lakhani
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| UNIFI DYNAMIC ASSET ALLOCATION FUND UNIFI · Dynamic Asset Allocation or Balanced Advantage | equity portion | Mar 2025* | now | 18 | 8.3% p.a. | 7.6% p.a. | +0.68 pp | under 3 yrs |
| UNIFI FLEXI CAP FUND UNIFI · Flexi Cap | equity portion | May 2025 | now | 16 | 4.5% p.a. | 3.9% p.a. | +0.68 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
2 of these stints are a co-manager or sleeve role; co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Nothing on this page ranks anyone.