Ayush 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 |
|---|---|---|---|---|---|---|---|---|
| UTI Nifty 50 Index Fund UTI · Index Funds | assistant manager | May 2022 | now | 52 | 9.3% p.a. | 10.0% p.a. | −0.66 pp | 69% of 16 |
| UTI Nifty 50 ETF UTI · Equity ETF | assistant manager | May 2022 | now | 52 | −35.6% p.a. | 11.5% p.a. | −47.08 pp | 0% of 16 |
| UTI BSE Sensex ETF UTI · Equity ETF | assistant manager | May 2022 | now | 52 | 8.5% p.a. | 11.5% p.a. | −2.97 pp | 0% of 16 |
| UTI - Nifty Next 50 Exchange Traded Fund UTI · Equity ETF | assistant manager | May 2022 | now | 52 | 14.4% p.a. | 11.5% p.a. | +2.93 pp | 100% of 16 |
| UTI - Nifty Next 50 Index Fund UTI · Equity Funds | assistant manager | May 2022 | now | 52 | 14.1% p.a. | 12.1% p.a. | +1.98 pp | 100% of 16 |
| UTI - BSE Sensex Next 50 Exchange Traded Fund UTI · Equity ETF | assistant manager | May 2022 | now | 52 | 15.1% p.a. | 11.5% p.a. | +3.67 pp | 100% of 16 |
| UTI Nifty Bank ETF UTI · Equity ETF | assistant manager | May 2022 | now | 52 | 12.5% p.a. | 11.5% p.a. | +1.01 pp | 31% of 16 |
| UTI Nifty 200 Momentum 30 Index Fund UTI · Equity Funds | assistant manager | May 2022 | now | 52 | 12.3% p.a. | 12.1% p.a. | +0.21 pp | 75% of 16 |
| UTI BSE Sensex Index Fund UTI · Equity Funds | assistant manager | May 2022 | now | 52 | 8.3% p.a. | 12.1% p.a. | −3.82 pp | 0% of 16 |
| UTI BSE Low Volatility Index Fund UTI · Equity Funds | assistant manager | May 2022 | now | 52 | 11.1% p.a. | 12.1% p.a. | −1.07 pp | 6% of 16 |
| UTI Nifty Midcap 150 Quality 50 Index Fund UTI · Equity Funds | assistant manager | May 2022 | now | 52 | 10.3% p.a. | 12.1% p.a. | −1.81 pp | 0% of 16 |
| UTI Gold ETF Fund of Fund UTI · FoF Domestic | fund manager | Oct 2022 | now | 47 | 32.9% p.a. | 14.2% p.a. | +18.75 pp | 100% of 11 |
| UTI Silver ETF Fund of Fund UTI · FoF Domestic | fund manager | Apr 2023 | now | 41 | 33.9% p.a. | 15.1% p.a. | +18.79 pp | 100% of 5 |
| UTI Nifty 500 Value 50 Index Fund UTI · Equity Funds | fund manager | May 2023 | now | 40 | 27.9% p.a. | 15.2% p.a. | +12.71 pp | 100% of 4 |
| UTI Nifty50 Equal Weight Index Fund UTI · Equity Funds | fund manager | Jun 2023 | now | 39 | 13.5% p.a. | 14.1% p.a. | −0.65 pp | 33% of 3 |
| UTI BSE Housing Index Fund UTI · Equity Funds | fund manager | Jun 2023 | now | 39 | 11.5% p.a. | 14.1% p.a. | −2.64 pp | 0% of 3 |
| UTI Nifty Midcap 150 Exchange Traded Fund UTI · Equity ETF | fund manager | Aug 2023 | now | 37 | 16.8% p.a. | 10.9% p.a. | +5.91 pp | under 3 yrs |
| UTI Nifty IT ETF UTI · Equity ETF | fund manager | Jan 2024 | now | 32 | −4.2% p.a. | 7.6% p.a. | −11.82 pp | under 3 yrs |
| UTI Nifty 200 Quality 30 Index Fund UTI · Equity Funds | fund manager | Sep 2024 | now | 24 | −5.3% p.a. | −0.9% p.a. | −4.31 pp | under 3 yrs |
| UTI Nifty Private Bank Index Fund UTI · Equity Funds | assistant manager | Sep 2024 | now | 24 | 3.0% p.a. | −0.9% p.a. | +3.92 pp | under 3 yrs |
| UTI Nifty Alpha Low-Volatility 30 Index Fund UTI · Equity Funds | fund manager | Nov 2024 | now | 22 | 0.3% p.a. | 4.1% p.a. | −3.84 pp | under 3 yrs |
| UTI Nifty Midcap 150 Index Fund UTI · Equity Funds | fund manager | Nov 2024 | now | 22 | 6.8% p.a. | 4.1% p.a. | +2.70 pp | under 3 yrs |
| UTI Nifty India Manufacturing Index Fund UTI · Equity Funds | fund manager | Feb 2025 | now | 19 | 23.6% p.a. | 14.2% p.a. | +9.40 pp | under 3 yrs |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund UTI · Equity Funds | fund manager | Feb 2025 | now | 19 | 18.5% p.a. | 14.2% p.a. | +4.27 pp | under 3 yrs |
| UTI - Gold Exchange Traded Fund UTI · Gold ETF | fund manager | May 2025 | now | 16 | 43.4% p.a. | 43.8% p.a. | −0.43 pp | under 3 yrs |
| UTI Silver Exchange Traded Fund UTI · Silver ETF | fund manager | May 2025 | now | 16 | 95.6% p.a. | 96.2% p.a. | −0.65 pp | under 3 yrs |
| UTI Nifty500 Shariah Index Fund UTI · Equity Funds | fund manager | Feb 2026 | now | 7 | 3.5% | 3.2% | +0.27 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
12 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.