Gautam Bhupal
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 |
|---|---|---|---|---|---|---|---|---|
| HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund) HSBC · FoF Domestic | fund manager | Oct 2015 | now | 130 | 12.3% p.a. | 11.2% p.a. | +1.14 pp | 60% of 94 |
| HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) HSBC · FoF Domestic | fund manager | Oct 2015 | now | 130 | 12.3% p.a. | 11.2% p.a. | +1.12 pp | 61% of 94 |
| HSBC Infrastructure Fund HSBC · Sectoral/ Thematic | fund manager | Nov 2022* | now | 45 | 20.8% p.a. | 15.6% p.a. | +5.20 pp | 100% of 9 |
| HSBC Business Cycles Fund HSBC · Sectoral/ Thematic | fund manager | May 2023* | now | 39 | 19.2% p.a. | 18.4% p.a. | +0.78 pp | 100% of 3 |
| HSBC Aggressive Hybrid Fund HSBC · Aggressive Hybrid | equity portion | Oct 2023 | now | 34 | 13.5% p.a. | 12.3% p.a. | +1.24 pp | under 3 yrs |
| HSBC Financial Services fund HSBC · Sectoral/ Thematic | equity portion | Feb 2025* | now | 18 | 15.6% p.a. | 11.4% p.a. | +4.19 pp | under 3 yrs |
| HSBC Brazil Fund HSBC · FoF Overseas | fund manager | by Jun 2021† | Aug 2021 | ≥ 3 | −1.0% | 4.8% | −5.80 pp | under 3 yrs |
| HSBC Asia Pacific (Ex Japan) Dividend Yield Fund HSBC · FoF Overseas | fund manager | by Jun 2021† | Aug 2021 | ≥ 3 | −5.7% | 4.8% | −10.51 pp | under 3 yrs |
| HSBC Midcap Fund HSBC · Mid Cap | fund manager | by Sep 2021† | Sep 2021 | ≥ 1 | — | — | — | under 3 yrs |
| HSBC Focused Fund HSBC · Focused | fund manager | Oct 2021* | Feb 2022 | 5 | −3.6% | −4.8% | +1.15 pp | under 3 yrs |
| HSBC Midcap Fund HSBC · Mid Cap | fund manager | Mar 2022* | Oct 2022 | 8 | — | — | — | under 3 yrs |
| HSBC Large Cap Fund HSBC · Large Cap | fund manager | May 2023* | Mar 2025 | 23 | 19.1% p.a. | 20.0% p.a. | −0.85 pp | under 3 yrs |
| HSBC Consumption Fund HSBC · Sectoral/ Thematic | fund manager | Aug 2023* | Mar 2025 | 20 | 20.7% p.a. | 17.8% p.a. | +2.89 pp | under 3 yrs |
| HSBC Value Fund HSBC · Value | equity portion | Sep 2023* | Mar 2025 | 19 | 22.2% p.a. | 20.1% p.a. | +2.11 pp | under 3 yrs |
| HSBC Aggressive Hybrid Fund HSBC · Aggressive Hybrid | equity portion | Sep 2023* | Mar 2024 | 7 | 14.4% | 15.6% | −1.28 pp | under 3 yrs |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | equity portion | Sep 2023* | Mar 2025 | 19 | 13.7% p.a. | 13.7% p.a. | +0.03 pp | under 3 yrs |
| HSBC ELSS Tax saver Fund HSBC · ELSS | equity portion | by Oct 2023† | Mar 2025 | ≥ 18 | 22.2% p.a. | 16.8% p.a. | +5.42 pp | under 3 yrs |
| HSBC Multi Cap Fund HSBC · Multi Cap | equity portion | Mar 2024* | Mar 2025 | 13 | 6.0% p.a. | 8.2% p.a. | −2.16 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. 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
7 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. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.