Amit Garg
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 |
|---|---|---|---|---|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund MAHINDRA · Aggressive Hybrid | debt portion | Apr 2024* | now | 29 | 9.4% p.a. | 8.8% p.a. | +0.58 pp | under 3 yrs |
| Mahindra Manulife Income Plus Arbitrage Active FOF MAHINDRA · FoF Domestic | fund manager | Dec 2025 | now | 9 | 4.2% | 1.3% | +2.82 pp | under 3 yrs |
| Mahindra Manulife Ultra Short to Short Term Fund MAHINDRA · Ultra Short to Short Term | fund manager | Jan 2026 | now | 8 | 4.3% | 4.1% | +0.15 pp | under 3 yrs |
| Mahindra Manulife Balanced Advantage Fund MAHINDRA · Dynamic Asset Allocation or Balanced Advantage | debt portion | Jan 2026 | now | 8 | 4.3% | 1.3% | +2.99 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.