Harish Bihani
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 |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential ELSS - Tax Saver Fund ICICIPRU · ELSS | fund manager | Nov 2018 | Aug 2023 | 58 | 15.4% p.a. | 16.5% p.a. | −1.12 pp | 14% of 22 |
| ICICI Prudential Small Cap Fund ICICIPRU · Small Cap | fund manager | Nov 2018 | Aug 2023 | 58 | 27.1% p.a. | 25.1% p.a. | +1.99 pp | 68% of 22 |
| ICICI Prudential Nifty Smallcap 250 Index Fund ICICIPRU · Index Funds | fund manager | Nov 2021 | Dec 2021 | 2 | 5.3% | 2.2% | +3.15 pp | under 3 yrs |
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND ICICIPRU · Sectoral/ Thematic | fund manager | Oct 2022 | Aug 2023 | 11 | 22.4% | 15.7% | +6.71 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.