Atul Mehra
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 |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large Cap Fund MOTILAL · Large Cap | equity portion | Feb 2024* | now | 31 | 14.4% p.a. | 7.7% p.a. | +6.70 pp | under 3 yrs |
| Motilal Oswal Multi Cap Fund MOTILAL · Multi Cap | equity portion | Jun 2024* | now | 27 | 19.9% p.a. | 6.8% p.a. | +13.02 pp | under 3 yrs |
| Motilal Oswal Manufacturing Fund MOTILAL · Sectoral/ Thematic | equity portion | Aug 2024* | now | 25 | 8.6% p.a. | 2.3% p.a. | +6.33 pp | under 3 yrs |
| Motilal Oswal Business Cycle Fund MOTILAL · Sectoral/ Thematic | equity portion | Aug 2024* | now | 25 | 8.0% p.a. | 1.1% p.a. | +6.92 pp | under 3 yrs |
| Motilal Oswal Focused Fund MOTILAL · Focused | equity portion | Oct 2024* | now | 23 | 4.0% p.a. | 1.3% p.a. | +2.77 pp | under 3 yrs |
| Motilal Oswal Flexi Cap Fund MOTILAL · Flexi Cap | fund manager | Oct 2024* | now | 23 | 2.4% p.a. | 1.8% p.a. | +0.61 pp | under 3 yrs |
| Motilal Oswal ELSS Tax Saver Fund MOTILAL · ELSS | equity portion | Oct 2024* | now | 23 | 4.9% p.a. | −0.5% p.a. | +5.31 pp | under 3 yrs |
| Motilal Oswal Balanced Advantage Fund MOTILAL · Dynamic Asset Allocation or Balanced Advantage | equity portion | Oct 2024* | now | 23 | −6.3% p.a. | 3.3% p.a. | −9.53 pp | under 3 yrs |
| Motilal Oswal Large and Midcap Fund MOTILAL · Large & Mid Cap | equity portion | Oct 2024* | now | 23 | 7.2% p.a. | 2.3% p.a. | +4.89 pp | under 3 yrs |
| Motilal Oswal Digital India Fund MOTILAL · Sectoral/ Thematic | equity portion | Nov 2024* | now | 22 | 0.4% p.a. | 4.3% p.a. | −3.92 pp | under 3 yrs |
| Motilal Oswal Arbitrage Fund MOTILAL · Arbitrage | equity portion | Dec 2024* | now | 21 | 7.3% p.a. | 6.8% p.a. | +0.56 pp | under 3 yrs |
| Motilal Oswal Innovation Opportunities Fund MOTILAL · Sectoral/ Thematic | equity portion | Feb 2025* | now | 19 | 32.0% p.a. | 16.2% p.a. | +15.77 pp | under 3 yrs |
| Motilal Oswal Infrastructure Fund MOTILAL · Sectoral/ Thematic | equity portion | May 2025* | now | 16 | 12.5% p.a. | 7.7% p.a. | +4.78 pp | under 3 yrs |
| Motilal Oswal Services Fund MOTILAL · Sectoral/ Thematic | equity portion | Jun 2025* | now | 15 | 13.3% p.a. | 5.2% p.a. | +8.16 pp | under 3 yrs |
| Motilal Oswal Special Opportunities Fund MOTILAL · Sectoral/ Thematic | equity portion | Aug 2025* | now | 13 | 24.0% p.a. | 9.5% p.a. | +14.50 pp | under 3 yrs |
| Motilal Oswal Financial Services Fund MOTILAL · Sectoral/ Thematic | equity portion | Mar 2026* | now | 6 | 11.2% | 6.3% | +4.93 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
15 of these stints are a co-manager or sleeve role; 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.