Ardhendu
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 |
|---|---|---|---|---|---|---|---|---|
| SBI Arbitrage Fund SBI · Arbitrage | fund manager | Aug 2026* | now | 1 | 0.4% | 0.5% | −0.02 pp | under 3 yrs |
| SBI Corporate Bond Fund SBI · Corporate Bond | fund manager | Aug 2026* | now | 1 | 0.1% | 0.1% | +0.02 pp | under 3 yrs |
| SBI Retirement Benefit Fund - Aggressive Plan SBI · Retirement | fund manager | Aug 2026* | now | 1 | 2.6% | 0.6% | +2.09 pp | under 3 yrs |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan SBI · Retirement | fund manager | Aug 2026* | now | 1 | 2.9% | 0.6% | +2.37 pp | under 3 yrs |
| SBI Retirement Benefit Fund - Conservative Plan SBI · Retirement | fund manager | Aug 2026* | now | 1 | 0.5% | 0.6% | −0.11 pp | under 3 yrs |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan SBI · Retirement | fund manager | Aug 2026* | now | 1 | 1.0% | 0.6% | +0.42 pp | under 3 yrs |
| SBI Long Term Fund SBI · Long Term | fund manager | Aug 2026* | now | 1 | −0.3% | −0.3% | 0.00 pp | under 3 yrs |
| SBI Income Plus Arbitrage Active FOF SBI · FoF Domestic | fund manager | Aug 2026* | now | 1 | 0.2% | 2.0% | −1.77 pp | under 3 yrs |
| SBI Dynamic Asset Allocation Active FoF SBI · FoF Domestic | fund manager | Aug 2026* | now | 1 | 0.4% | 2.0% | −1.65 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.