Alok Singh
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 |
|---|---|---|---|---|---|---|---|---|
| BANK OF INDIA CONSERVATIVE HYBRID FUND BANKOFINDIA · Medium to Long Duration | fund manager | May 2012 | now | 172 | — | — | — | under 3 yrs |
| BANK OF INDIA CREDIT RISK FUND BANKOFINDIA · Credit Risk | fund manager | Feb 2015 | now | 139 | 3.5% p.a. | 7.9% p.a. | −4.48 pp | 45% of 102 |
| BANK OF INDIA AGGRESSIVE HYBRID FUND BANKOFINDIA · Aggressive Hybrid | fund manager | Feb 2017 | now | 115 | 17.1% p.a. | 12.4% p.a. | +4.73 pp | 80% of 79 |
| Bank of India Business Cycle Fund BANKOFINDIA · Sectoral/ Thematic | fund manager | Sep 2024* | now | 24 | −0.2% p.a. | 1.1% p.a. | −1.26 pp | under 3 yrs |
| BANK OF INDIA ELSS TAX SAVER FUND BANKOFINDIA · ELSS | fund manager | by Dec 2024† | now | ≥ 21 | 0.2% p.a. | 2.4% p.a. | −2.18 pp | under 3 yrs |
| BANK OF INDIA BALANCED ADVANTAGE FUND BANKOFINDIA · Dynamic Asset Allocation or Balanced Advantage | fund manager | by Dec 2024† | now | ≥ 21 | 5.4% p.a. | 4.9% p.a. | +0.49 pp | under 3 yrs |
| BANK OF INDIA SMALL CAP FUND BANKOFINDIA · Small Cap | fund manager | by Dec 2024† | now | ≥ 21 | 11.3% p.a. | 6.4% p.a. | +4.92 pp | under 3 yrs |
| BANK OF INDIA FLEXI CAP FUND BANKOFINDIA · Flexi Cap | fund manager | by Dec 2024† | now | ≥ 21 | 6.6% p.a. | 4.7% p.a. | +1.83 pp | under 3 yrs |
| BANK OF INDIA LARGE CAP FUND BANKOFINDIA · Large Cap | fund manager | by Dec 2024† | now | ≥ 21 | 4.3% p.a. | 2.9% p.a. | +1.41 pp | under 3 yrs |
| BANK OF INDIA MID CAP FUND BANKOFINDIA · Mid Cap | fund manager | Aug 2025* | now | 13 | 9.8% p.a. | 13.6% p.a. | −3.71 pp | under 3 yrs |
| BANK OF INDIA LARGE & MID CAP FUND BANKOFINDIA · Large & Mid Cap | fund manager | Feb 2017 | Sep 2022 | 68 | 13.4% p.a. | 15.1% p.a. | −1.70 pp | 3% of 32 |
| BANK OF INDIA MANUFACTURING & INFRASTRUCTURE FUND BANKOFINDIA · Sectoral/ Thematic | fund manager | Feb 2017 | Sep 2022 | 68 | 16.8% p.a. | 13.8% p.a. | +3.01 pp | 56% of 32 |
| Bank of India Multi Asset Allocation Fund BANKOFINDIA · Multi Asset Allocation | fund manager | Mar 2024* | Apr 2024 | 2 | 3.6% | 3.2% | +0.36 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. 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
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. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.