Amit Sharma
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 - Money Market Fund UTI · Money Market | — | Jul 2017 | now | 110 | 6.7% p.a. | 6.6% p.a. | +0.08 pp | 100% of 74 |
| UTI - Liquid Fund UTI · Liquid | — | Jul 2017 | now | 110 | −17.5% p.a. | 6.0% p.a. | −23.53 pp | 96% of 74 |
| UTI - Arbitrage Fund UTI · Arbitrage | debt portion | Jul 2018 | now | 98 | 6.3% p.a. | 6.2% p.a. | +0.11 pp | 100% of 62 |
| UTI Medium to Long Term Fund UTI · Medium to Long Term | fund manager | Nov 2025 | now | 10 | 3.1% | 3.8% | −0.64 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.