Anindya Sarkar
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 |
|---|---|---|---|---|---|---|---|---|
| Union Corporate Bond Fund UNION · Corporate Bond | fund manager | Oct 2018 | now | 94 | 6.4% p.a. | 7.5% p.a. | −1.17 pp | 0% of 58 |
| Union Medium Duration Fund UNION · Medium Duration | fund manager | Aug 2020 | now | 53 | 3.0% p.a. | 5.4% p.a. | −2.39 pp | under 3 yrs |
| Union Gilt Fund UNION · Gilt | fund manager | Jul 2022 | now | 49 | 5.7% p.a. | 6.7% p.a. | −1.01 pp | 0% of 12 |
| Union Multi Asset Allocation Fund UNION · Multi Asset Allocation | fund manager | Aug 2024 | now | 24 | 11.4% p.a. | 9.3% p.a. | +2.11 pp | under 3 yrs |
| Union Short Term Fund UNION · Ultra Short Term | fund manager | Jan 2025 | now | 19 | 6.9% p.a. | 7.0% p.a. | −0.12 pp | under 3 yrs |
| Union Income Plus Arbitrage Active FOF UNION · FoF Domestic | debt portion | May 2025 | now | 15 | 4.6% p.a. | 6.8% p.a. | −2.20 pp | under 3 yrs |
| Union Ultra Short to Short Term Fund UNION · Ultra Short to Short Term | fund manager | Jul 2025 | now | 13 | 5.9% p.a. | 6.2% p.a. | −0.36 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.