Ashutosh Shirwaikar
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 |
|---|---|---|---|---|---|---|---|---|
| Navi Large & Midcap Fund NAVI · Large & Mid Cap | fund manager | Feb 2025 | now | 18 | 7.8% p.a. | 8.9% p.a. | −1.13 pp | under 3 yrs |
| Navi Aggressive Hybrid Fund NAVI · Aggressive Hybrid | fund manager | Feb 2025 | now | 18 | 10.0% p.a. | 7.1% p.a. | +2.94 pp | under 3 yrs |
| Navi Flexi Cap Fund NAVI · Flexi Cap | fund manager | Feb 2025 | now | 18 | 11.8% p.a. | 8.1% p.a. | +3.69 pp | under 3 yrs |
| Navi Nifty 50 Index Fund NAVI · Index Funds | fund manager | Feb 2025 | now | 18 | 3.6% p.a. | 3.9% p.a. | −0.26 pp | under 3 yrs |
| Navi Nifty Next 50 Index Fund NAVI · Index Funds | fund manager | Feb 2025 | now | 18 | 11.5% p.a. | 3.9% p.a. | +7.56 pp | under 3 yrs |
| Navi Nifty Bank Index Fund NAVI · Index Funds | fund manager | Feb 2025 | now | 18 | 10.7% p.a. | 3.9% p.a. | +6.80 pp | under 3 yrs |
| Navi Total Stock Market US Specific Equity Passive FoF NAVI · FoF Overseas | fund manager | Feb 2025 | now | 18 | 23.3% p.a. | 24.6% p.a. | −1.29 pp | under 3 yrs |
| Navi Nifty Midcap 150 Index Fund NAVI · Index Funds | fund manager | Feb 2025 | now | 18 | 10.9% p.a. | 3.9% p.a. | +7.00 pp | under 3 yrs |
| Navi NASDAQ100 US Specific Equity Passive FOF NAVI · FoF Overseas | fund manager | Feb 2025 | now | 18 | 28.2% p.a. | 24.6% p.a. | +3.65 pp | under 3 yrs |
| Navi Nifty India Manufacturing Index Fund NAVI · Index Funds | fund manager | Feb 2025 | now | 18 | 15.2% p.a. | 3.9% p.a. | +11.30 pp | under 3 yrs |
| NAVI ELSS TAX SAVER NIFTY50 INDEX FUND NAVI · ELSS | fund manager | Feb 2025 | now | 18 | 3.5% p.a. | 6.2% p.a. | −2.70 pp | under 3 yrs |
| NAVI BSE SENSEX INDEX FUND NAVI · Index Funds | fund manager | Feb 2025 | now | 18 | 1.5% p.a. | 3.9% p.a. | −2.44 pp | under 3 yrs |
| Navi NiftyIT Index Fund NAVI · Index Funds | fund manager | Feb 2025 | now | 18 | −18.2% p.a. | 3.9% p.a. | −22.12 pp | under 3 yrs |
| Navi Nifty 500 Multicap 50 25 25 Index Fund NAVI · Index Funds | fund manager | Feb 2025 | now | 18 | 7.4% p.a. | 3.9% p.a. | +3.51 pp | under 3 yrs |
| Navi Nifty Smallcap250 Momentum Quality 100 Index Fund NAVI · Index Funds | fund manager | Mar 2025 | now | 17 | 8.0% p.a. | 4.9% p.a. | +3.10 pp | under 3 yrs |
| Navi Nifty Midsmallcap 400 Index Fund NAVI · Index Funds | fund manager | Dec 2025 | now | 8 | 4.8% | −2.2% | +7.05 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.