Amit Premchandani
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 |
|---|---|---|---|---|---|---|---|---|
| UTI Value Fund UTI · Value | fund manager | Feb 2018 | now | 103 | 13.2% p.a. | 12.3% p.a. | +0.88 pp | 31% of 67 |
| UTI Conservative Hybrid Fund UTI · Conservative Hybrid | equity portion | Jan 2022 | now | 56 | 7.5% p.a. | 7.7% p.a. | −0.12 pp | 95% of 20 |
| UTI - Dividend Yield Fund UTI · Dividend Yield | fund manager | Nov 2022 | now | 46 | 15.8% p.a. | 13.9% p.a. | +1.83 pp | 100% of 10 |
| UTI ELSS Tax Saver Fund UTI · ELSS | fund manager | Jun 2025 | now | 15 | 0.8% p.a. | 3.5% p.a. | −2.63 pp | under 3 yrs |
| UTI - Banking and Financial Services Fund UTI · Sectoral/ Thematic | fund manager | Jun 2025 | now | 15 | 5.9% p.a. | 7.7% p.a. | −1.81 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
1 of these stints is 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.