Amit Somani
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 |
|---|---|---|---|---|---|---|---|---|
| Tata Short Term Fund TATA · Short Term | fund manager | by Nov 2025† | now | ≥ 9 | 4.0% | 4.1% | −0.11 pp | under 3 yrs |
| Tata Liquid Fund TATA · Liquid | fund manager | by Nov 2025† | now | ≥ 9 | 4.9% | 4.9% | +0.02 pp | under 3 yrs |
| Tata Money Market Fund TATA · Money Market | fund manager | by Nov 2025† | now | ≥ 9 | 4.9% | 4.8% | +0.10 pp | under 3 yrs |
| Tata Ultra Short to Short Term Fund TATA · Ultra Short to Short Term | fund manager | by Nov 2025† | now | ≥ 9 | 4.7% | 4.6% | +0.13 pp | under 3 yrs |
| Tata Ultra Short Term Fund TATA · Ultra Short Duration | fund manager | by Nov 2025† | now | ≥ 9 | 5.2% | 4.9% | +0.27 pp | under 3 yrs |
| Tata Overnight Fund TATA · Overnight | fund manager | by Nov 2025† | now | ≥ 9 | 3.9% | 3.9% | +0.04 pp | under 3 yrs |
| Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund TATA · Index Funds | fund manager | by Nov 2025† | now | ≥ 9 | 4.1% | −1.4% | +5.52 pp | under 3 yrs |
| TATA CRISIL-IBX GILT INDEX - APRIL 2026 INDEX FUND TATA · Index Funds | fund manager | by Nov 2025† | now | ≥ 2 | 0.9% | 0.8% | +0.16 pp | under 3 yrs |
| Tata Nifty G-Sec Dec 2029 Index Fund TATA · Index Funds | fund manager | Nov 2025* | now | 9 | 3.8% | −1.4% | +5.25 pp | under 3 yrs |
| Tata Nifty G-Sec Dec 2026 Index Fund TATA · Index Funds | fund manager | by Nov 2025† | now | ≥ 9 | 4.3% | −1.4% | +5.71 pp | under 3 yrs |
| Tata Aggressive Hybrid Fund TATA · Aggressive Hybrid | fund manager | by Jun 2026† | now | ≥ 2 | 3.7% | 4.1% | −0.45 pp | under 3 yrs |
| Tata Retirement Savings Fund-Moderate Plan TATA · Retirement | fund manager | Jun 2026* | now | 2 | 4.1% | 3.2% | +0.85 pp | under 3 yrs |
| Tata Retirement Savings Fund-Conservative Plan TATA · Retirement | fund manager | Jun 2026* | now | 2 | 2.7% | 3.2% | −0.54 pp | under 3 yrs |
| Tata Balanced Advantage Fund TATA · Dynamic Asset Allocation or Balanced Advantage | fund manager | by Jun 2026† | now | ≥ 2 | 3.5% | 3.5% | +0.07 pp | under 3 yrs |
| Tata Multi Asset Allocation Fund TATA · Multi Asset Allocation | fund manager | Jun 2026* | now | 2 | 1.6% | 1.0% | +0.59 pp | under 3 yrs |
| Tata Corporate Bond Fund TATA · Corporate Bond | fund manager | by Jun 2026† | now | ≥ 2 | 2.2% | 2.1% | +0.06 pp | under 3 yrs |
| Tata Income Plus Arbitrage Active FOF TATA · FoF Domestic | fund manager | Jun 2026* | now | 2 | 1.9% | 1.4% | +0.51 pp | under 3 yrs |
| Tata Nifty G-Sec Dec 2029 Index Fund TATA · Index Funds | fund manager | by Feb 2025† | May 2025 | ≥ 4 | 5.0% | 3.5% | +1.43 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.