Anuj Tagra
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 |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Gilt Fund ICICIPRU · Gilt | fund manager | Oct 2013 | Dec 2023 | 123 | 9.2% p.a. | 8.4% p.a. | +0.74 pp | 88% of 76 |
| ICICI Prudential Dynamic Term Fund ICICIPRU · Dynamic Term | fund manager | Jan 2015 | Apr 2023 | 100 | 8.8% p.a. | 7.5% p.a. | +1.26 pp | 100% of 64 |
| ICICI Prudential Multi Asset Allocation Fund ICICIPRU · Multi Asset Allocation | fund manager | May 2018 | Dec 2023 | 68 | 16.5% p.a. | 12.7% p.a. | +3.87 pp | 100% of 32 |
| ICICI Prudential Retirement Fund Pure Equity Plan ICICIPRU · Retirement | fund manager | Feb 2019 | Dec 2023 | 59 | 22.0% p.a. | 13.9% p.a. | +8.11 pp | 100% of 23 |
| ICICI Prudential Retirement Fund Hybrid Conservative Plan ICICIPRU · Retirement | fund manager | Feb 2019 | Apr 2023 | 51 | 8.4% p.a. | 11.6% p.a. | −3.19 pp | 0% of 15 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan ICICIPRU · Retirement | fund manager | Feb 2019 | Apr 2023 | 51 | 12.4% p.a. | 11.6% p.a. | +0.82 pp | 100% of 15 |
| ICICI Prudential Retirement Fund Pure Debt Plan ICICIPRU · Retirement | fund manager | Feb 2019 | Apr 2023 | 51 | 8.0% p.a. | 11.6% p.a. | −3.55 pp | 0% of 15 |
| ICICI Prudential Corporate Bond Fund ICICIPRU · Corporate Bond | fund manager | Mar 2020 | Dec 2023 | 46 | 6.8% p.a. | 6.2% p.a. | +0.54 pp | 100% of 10 |
| ICICI Prudential Long Term Fund ICICIPRU · Long Term | fund manager | Dec 2020 | Dec 2023 | 37 | 6.4% p.a. | 7.1% p.a. | −0.75 pp | under 3 yrs |
| ICICI Prudential Long Term Bond Fund- ICICIPRU · Long Duration | fund manager | Dec 2020 | Dec 2023 | 37 | — | — | — | under 3 yrs |
| ICICI Prudential 10 year Constant Maturity Gilt Fund ICICIPRU · 10-year Constant Maturity Gilt | fund manager | Dec 2020 | Dec 2023 | 37 | 4.1% p.a. | 3.8% p.a. | +0.30 pp | 100% of 1 |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index Fund ICICIPRU · Index Funds | fund manager | Sep 2021 | May 2023 | 21 | 3.8% p.a. | 3.5% p.a. | +0.29 pp | under 3 yrs |
| ICICI Prudential Nifty SDL Sep 2027 Index Fund ICICIPRU · Index Funds | fund manager | Mar 2022 | May 2023 | 15 | 4.2% p.a. | 5.7% p.a. | −1.50 pp | under 3 yrs |
| ICICI Prudential Nifty SDL Dec 2028 Index Fund ICICIPRU · Index Funds | fund manager | Oct 2022 | Dec 2022 | 3 | 1.6% | 0.5% | +1.08 pp | under 3 yrs |
| ICICI Prudential Nifty G-Sec Dec 2030 Index Fund ICICIPRU · Index Funds | fund manager | Oct 2022 | Dec 2022 | 3 | 1.8% | 0.5% | +1.28 pp | under 3 yrs |
| ICICI Prudential Nifty 10 yr Benchmark G-sec ETF ICICIPRU · Other ETFs | fund manager | Dec 2022 | Dec 2023 | 13 | 7.5% p.a. | 24.8% p.a. | −17.29 pp | under 3 yrs |
| ICICI Prudential Nifty SDL Sep 2026 Index Fund ICICIPRU · Index Funds | fund manager | Dec 2022 | May 2023 | 6 | 3.5% | 2.9% | +0.60 pp | under 3 yrs |
| ICICI Prudential Dynamic Term Fund ICICIPRU · Dynamic Term | fund manager | Nov 2023 | Dec 2023 | 2 | 1.7% | 1.9% | −0.19 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
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.