Ashutosh Bhargava
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 |
|---|---|---|---|---|---|---|---|---|
| Nippon India Quant Fund NIPPON · Sectoral/ Thematic | fund manager | Sep 2017 | Mar 2026 | 103 | 13.3% p.a. | 12.4% p.a. | +0.92 pp | 66% of 67 |
| Nippon India Balanced Advantage Fund NIPPON · Dynamic Asset Allocation or Balanced Advantage | fund manager | May 2018 | Apr 2026 | 96 | 10.8% p.a. | 10.4% p.a. | +0.43 pp | 80% of 60 |
| Nippon India Multi Asset Allocation Fund NIPPON · Multi Asset Allocation | fund manager | Aug 2020 | Mar 2026 | 68 | 17.6% p.a. | 17.1% p.a. | +0.45 pp | 72% of 32 |
| Nippon India Multi - Asset Omni FoF NIPPON · FoF Domestic | fund manager | Feb 2021 | Apr 2026 | 63 | 18.2% p.a. | 12.5% p.a. | +5.75 pp | 100% of 27 |
| Nippon India Multi Cap Fund NIPPON · Multi Cap | fund manager | Sep 2021 | Mar 2026 | 55 | 16.2% p.a. | 12.1% p.a. | +4.18 pp | 100% of 19 |
| Nippon India Diversified Equity Flexicap Passive FoF NIPPON · FoF Domestic | fund manager | Jan 2023 | Mar 2026 | 39 | 9.5% p.a. | 12.7% p.a. | −3.15 pp | 0% of 3 |
| Nippon India Retirement Fund- Wealth Creation Scheme NIPPON · Retirement | fund manager | Apr 2024 | Jan 2026 | 22 | 8.1% p.a. | 9.1% p.a. | −1.00 pp | under 3 yrs |
| Nippon India Retirement Fund- Income Generation Scheme NIPPON · Retirement | fund manager | Apr 2024 | Jan 2026 | 22 | 6.1% p.a. | 9.1% p.a. | −2.96 pp | under 3 yrs |
| Nippon India Equity Savings Fund (Existing number of Segregated Portfolios - 2) NIPPON · Equity Savings | fund manager | Apr 2024 | Feb 2026 | 23 | 7.3% p.a. | 8.0% p.a. | −0.65 pp | under 3 yrs |
| Nippon India ELSS Tax Saver Fund NIPPON · ELSS | fund manager | Aug 2024 | Sep 2024 | 2 | 2.5% | 3.9% | −1.43 pp | under 3 yrs |
| Nippon India Large Cap Fund NIPPON · Large Cap | fund manager | Aug 2024 | Sep 2024 | 2 | 2.4% | 3.5% | −1.10 pp | under 3 yrs |
| Nippon India Active Momentum Fund NIPPON · Sectoral/ Thematic | fund manager | Feb 2025 | Feb 2026 | 13 | 14.5% | 10.4% | +4.15 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.