Chirag Mehta
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 |
|---|---|---|---|---|---|---|---|---|
| Quantum Gold ETF FOF QUANTUM · FoF Domestic | fund manager | May 2011 | now | 184 | 14.6% p.a. | 11.1% p.a. | +3.45 pp | 53% of 108 |
| Quantum Diversified Equity All Cap Active FOF QUANTUM · FoF Domestic | fund manager | Nov 2013 | now | 154 | 12.2% p.a. | 11.1% p.a. | +1.12 pp | 70% of 108 |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND QUANTUM · Sectoral/ Thematic | fund manager | Jul 2019 | now | 86 | 14.3% p.a. | 17.7% p.a. | −3.38 pp | 2% of 50 |
| QUANTUM SMALL CAP FUND QUANTUM · Small Cap | fund manager | Nov 2023 | now | 34 | 13.3% p.a. | 15.3% p.a. | −2.01 pp | under 3 yrs |
| Quantum Gold ETF QUANTUM · Gold ETF | fund manager | Jun 2024 | now | 27 | 39.2% p.a. | 38.9% p.a. | +0.34 pp | under 3 yrs |
| Quantum Ethical Fund QUANTUM · Sectoral/ Thematic | fund manager | Dec 2024 | now | 21 | 2.1% p.a. | 5.2% p.a. | −3.04 pp | under 3 yrs |
| Quantum Multi Asset Active FOF QUANTUM · FoF Domestic | fund manager | Jul 2012 | Mar 2026 | 165 | 9.1% p.a. | 10.6% p.a. | −1.53 pp | 17% of 103 |
| Quantum Multi Asset Allocation Fund QUANTUM · Multi Asset Allocation | fund manager | Mar 2024 | Mar 2026 | 25 | 8.1% p.a. | 11.4% p.a. | −3.30 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.