Bhalchandra Shinde
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 Manufacturing Fund MOTILAL · Sectoral/ Thematic | assistant manager | Dec 2024* | now | 21 | 6.0% p.a. | 4.3% p.a. | +1.63 pp | under 3 yrs |
| Motilal Oswal Infrastructure Fund MOTILAL · Sectoral/ Thematic | assistant manager | 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 Active Momentum Fund MOTILAL · Sectoral/ Thematic | equity portion | Aug 2025* | now | 13 | 29.4% p.a. | 7.3% p.a. | +22.13 pp | under 3 yrs |
| Motilal Oswal Special Opportunities Fund MOTILAL · Sectoral/ Thematic | assistant manager | Aug 2025* | now | 13 | 24.0% p.a. | 9.5% p.a. | +14.50 pp | under 3 yrs |
| Motilal Oswal Small Cap Fund MOTILAL · Small Cap | equity portion | Jan 2026* | now | 8 | 24.1% | 16.2% | +7.94 pp | under 3 yrs |
| Motilal Oswal Multi Cap Fund MOTILAL · Multi Cap | equity portion | Mar 2026* | now | 6 | 28.3% | 9.9% | +18.48 pp | under 3 yrs |
| Motilal Oswal Financial Services Fund MOTILAL · Sectoral/ Thematic | assistant manager | Mar 2026* | now | 6 | 11.2% | 6.3% | +4.93 pp | under 3 yrs |
| Motilal Oswal Contra Fund MOTILAL · Contra | equity portion | May 2026* | now | 4 | 3.3% | 3.2% | +0.04 pp | under 3 yrs |
| Motilal Oswal Asset Allocation Fund of Fund- Conservative MOTILAL · FoF Domestic | fund manager | Dec 2024* | May 2025 | 6 | 5.7% | 9.0% | −3.27 pp | under 3 yrs |
| Motilal Oswal Gold and Silver Passive Fund of Funds MOTILAL · FoF Domestic | fund manager | Dec 2024* | May 2025 | 6 | 19.1% | 9.0% | +10.08 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
9 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.