Hardick Bora
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 |
|---|---|---|---|---|---|---|---|---|
| Union Small Cap Fund UNION · Small Cap | fund manager | Oct 2016 | Sep 2024 | 96 | 19.7% p.a. | 21.9% p.a. | −2.16 pp | 42% of 60 |
| Union Balanced Advantage Fund UNION · Dynamic Asset Allocation or Balanced Advantage | fund manager | Jun 2018 | Sep 2024 | 76 | 12.7% p.a. | 13.0% p.a. | −0.32 pp | 55% of 40 |
| Union Equity Savings Fund UNION · Equity Savings | fund manager | Jul 2018 | Sep 2024 | 75 | 9.0% p.a. | 9.2% p.a. | −0.21 pp | 11% of 38 |
| Union Large & Midcap Fund UNION · Large & Mid Cap | fund manager | Dec 2019 | Sep 2024 | 58 | 24.1% p.a. | 25.0% p.a. | −0.96 pp | 14% of 22 |
| Union Largecap Fund UNION · Large Cap | fund manager | Jan 2020 | May 2021 | 17 | 19.5% p.a. | 19.5% p.a. | +0.05 pp | under 3 yrs |
| Union Midcap Fund UNION · Mid Cap | fund manager | Mar 2020 | Sep 2024 | 55 | 42.3% p.a. | 40.7% p.a. | +1.62 pp | 58% of 19 |
| Union Aggressive Hybrid Fund UNION · Aggressive Hybrid | fund manager | Nov 2020 | Sep 2024 | 47 | 18.2% p.a. | 19.9% p.a. | −1.66 pp | 0% of 10 |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund UNION · ELSS | fund manager | Dec 2020 | May 2021 | 6 | 22.4% | 25.5% | −3.06 pp | under 3 yrs |
| Union Value Fund UNION · Value | fund manager | Dec 2020 | May 2021 | 6 | 23.8% | 25.6% | −1.82 pp | under 3 yrs |
| Union Focused Fund UNION · Focused | fund manager | Dec 2020 | Sep 2024 | 46 | 22.2% p.a. | 25.4% p.a. | −3.17 pp | 0% of 10 |
| Union Flexi Cap Fund UNION · Flexi Cap | fund manager | Jan 2021 | Sep 2024 | 45 | 23.1% p.a. | 23.6% p.a. | −0.47 pp | 44% of 9 |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund UNION · ELSS | fund manager | Jan 2023 | Sep 2024 | 21 | 30.1% p.a. | 32.6% p.a. | −2.57 pp | under 3 yrs |
| Union Largecap Fund UNION · Large Cap | fund manager | Jan 2023 | Apr 2024 | 16 | 24.4% p.a. | 24.9% p.a. | −0.44 pp | under 3 yrs |
| Union Value Fund UNION · Value | fund manager | Jan 2023 | Sep 2024 | 21 | 34.6% p.a. | 36.8% p.a. | −2.26 pp | under 3 yrs |
| Union Retirement Fund UNION · Retirement | fund manager | Jan 2023 | Sep 2024 | 21 | 33.5% p.a. | 23.1% p.a. | +10.40 pp | under 3 yrs |
| Union Multicap Fund UNION · Multi Cap | fund manager | Jan 2023 | Sep 2024 | 21 | 36.6% p.a. | 37.9% p.a. | −1.28 pp | under 3 yrs |
| Union Innovation & Opportunities Fund UNION · Sectoral/ Thematic | fund manager | Aug 2023 | Sep 2024 | 14 | 49.1% p.a. | 47.0% p.a. | +2.08 pp | under 3 yrs |
| Union Children's Fund UNION · Children's | fund manager | Nov 2023 | Sep 2024 | 11 | 26.9% | 23.4% | +3.51 pp | under 3 yrs |
| Union Business Cycle Fund UNION · Sectoral/ Thematic | fund manager | Feb 2024 | Sep 2024 | 8 | 18.7% | 22.8% | −4.14 pp | under 3 yrs |
| Union Multi Asset Allocation Fund UNION · Multi Asset Allocation | fund manager | Aug 2024 | Sep 2024 | 2 | — | — | — | 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.