Ashwin Jain
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 Growth Fund - Series 3 ICICIPRU · Growth | fund manager | Oct 2014 | now | 79 | 4.1% p.a. | 9.4% p.a. | −5.34 pp | 0% of 43 |
| ICICI Prudential Value Fund - Series 14 ICICIPRU · Growth | fund manager | Jan 2018 | now | 37 | 4.9% p.a. | 2.9% p.a. | +1.95 pp | 100% of 1 |
| ICICI Prudential Value Fund - Series 19 ICICIPRU · Growth | fund manager | Jan 2018 | now | 40 | 10.1% p.a. | 5.7% p.a. | +4.38 pp | 100% of 4 |
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) SUNDARAM · Large Cap | fund manager | Oct 2024* | now | 23 | −1.7% p.a. | −0.4% p.a. | −1.32 pp | under 3 yrs |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) SUNDARAM · Focused | fund manager | Oct 2024* | now | 23 | 0.9% p.a. | 1.3% p.a. | −0.37 pp | under 3 yrs |
| ICICI Prudential Exports & Services Fund ICICIPRU · Sectoral/ Thematic | fund manager | Aug 2016 | Mar 2022 | 68 | 13.0% p.a. | 13.8% p.a. | −0.71 pp | 19% of 32 |
| ICICI Prudential Children's Fund ICICIPRU · Children's | fund manager | May 2018 | Mar 2022 | 47 | 10.3% p.a. | 10.8% p.a. | −0.56 pp | 0% of 11 |
| ICICI Prudential Retirement Fund Pure Equity Plan ICICIPRU · Retirement | fund manager | Feb 2019 | Mar 2022 | 38 | 21.1% p.a. | 13.3% p.a. | +7.84 pp | 100% of 2 |
| ICICI Prudential Retirement Fund Hybrid Conservative Plan ICICIPRU · Retirement | fund manager | Feb 2019 | Mar 2022 | 38 | 10.0% p.a. | 13.3% p.a. | −3.23 pp | 0% of 2 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan ICICIPRU · Retirement | fund manager | Feb 2019 | Mar 2022 | 38 | 15.7% p.a. | 13.3% p.a. | +2.49 pp | 100% of 2 |
| ICICI Prudential Retirement Fund Pure Debt Plan ICICIPRU · Retirement | fund manager | Feb 2019 | Dec 2020 | 23 | 12.5% p.a. | 14.1% p.a. | −1.61 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.