Ardhendu Bhattacharya
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 | by Jun 2026† | now | ≥ 3 | 2.0% | 2.0% | −0.04 pp | under 3 yrs |
| SBI Corporate Bond Fund SBI · Corporate Bond | fund manager | by Jun 2026† | now | ≥ 3 | 2.3% | 2.2% | +0.03 pp | under 3 yrs |
| SBI Retirement Benefit Fund - Aggressive Plan SBI · Retirement | fund manager | by Jun 2026† | now | ≥ 3 | 8.2% | 3.8% | +4.34 pp | under 3 yrs |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan SBI · Retirement | fund manager | by Jun 2026† | now | ≥ 3 | 7.3% | 3.8% | +3.47 pp | under 3 yrs |
| SBI Retirement Benefit Fund - Conservative Plan SBI · Retirement | fund manager | by Jun 2026† | now | ≥ 3 | 3.4% | 3.8% | −0.40 pp | under 3 yrs |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan SBI · Retirement | fund manager | by Jun 2026† | now | ≥ 3 | 4.3% | 3.8% | +0.52 pp | under 3 yrs |
| SBI Long Term Fund SBI · Long Term | fund manager | by Jun 2026† | now | ≥ 3 | 2.1% | 2.8% | −0.63 pp | under 3 yrs |
| SBI Income Plus Arbitrage Active FOF SBI · FoF Domestic | fund manager | by Jun 2026† | now | ≥ 3 | 2.0% | 3.5% | −1.45 pp | under 3 yrs |
| SBI Dynamic Asset Allocation Active FoF SBI · FoF Domestic | fund manager | by Jun 2026† | now | ≥ 3 | 4.3% | 3.5% | +0.82 pp | under 3 yrs |
| SBI ULTRA SHORT TERM FUND SBI · Ultra Short Term | fund manager | Jul 2021* | Dec 2021 | 6 | 1.8% | 1.8% | −0.04 pp | under 3 yrs |
| SBI OVERNIGHT FUND SBI · Overnight | fund manager | by Jan 2023† | Feb 2023 | ≥ 2 | 1.0% | 1.0% | −0.01 pp | under 3 yrs |
| SBI OVERNIGHT FUND SBI · Overnight | fund manager | Jan 2024* | Sep 2025 | 21 | 6.3% p.a. | 6.4% p.a. | −0.02 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.