Dhrumil Shah
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 |
|---|---|---|---|---|---|---|---|---|
| Nippon India Flexi Cap Fund NIPPON · Flexi Cap | fund manager | Aug 2021 | now | 60 | 11.9% p.a. | 12.4% p.a. | −0.49 pp | 17% of 24 |
| Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1) NIPPON · Conservative Hybrid | fund manager | Sep 2021 | now | 59 | 8.5% p.a. | 7.7% p.a. | +0.83 pp | 39% of 23 |
| Nippon India Value Fund NIPPON · Value | fund manager | Jan 2023 | now | 43 | 18.2% p.a. | 16.2% p.a. | +2.00 pp | 100% of 7 |
| Nippon India MNC Fund NIPPON · Sectoral/ Thematic | fund manager | Jul 2025 | now | 13 | 11.6% p.a. | 6.3% p.a. | +5.35 pp | under 3 yrs |
| Nippon India Equity Savings Fund (Existing number of Segregated Portfolios - 2) NIPPON · Equity Savings | fund manager | Feb 2026 | now | 6 | 1.4% | 2.0% | −0.66 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.