Jaydeep Bhowal
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 |
|---|---|---|---|---|---|---|---|---|
| UTI Conservative Hybrid Fund UTI · Conservative Hybrid | debt portion | Apr 2023 | now | 41 | 9.2% p.a. | 9.1% p.a. | +0.11 pp | 80% of 5 |
| UTI Nifty 5 yr Benchmark G-Sec ETF UTI · Debt ETF | fund manager | Jan 2024 | now | 32 | 7.5% p.a. | 5.4% p.a. | +2.10 pp | under 3 yrs |
| UTI Nifty 10 yr Benchmark G-Sec ETF UTI · Debt ETF | fund manager | Jan 2024 | now | 32 | 6.3% p.a. | 5.4% p.a. | +0.87 pp | under 3 yrs |
| UTI Multi Asset Allocation Fund UTI · Multi Asset Allocation | debt portion | Oct 2024 | now | 23 | 5.3% p.a. | 9.9% p.a. | −4.63 pp | under 3 yrs |
| UTI 10 year Constant Maturity Gilt Fund UTI · 10-year Constant Maturity Gilt | fund manager | Oct 2024 | now | 23 | 5.7% p.a. | 5.8% p.a. | −0.10 pp | under 3 yrs |
| UTI - Overnight Fund UTI · Overnight | fund manager | Jan 2025 | now | 20 | 5.6% p.a. | 5.6% p.a. | +0.01 pp | under 3 yrs |
| UTI Aggressive Hybrid Fund UTI · Aggressive Hybrid | debt portion | Nov 2025 | now | 10 | −0.0% | 1.7% | −1.69 pp | under 3 yrs |
| UTI CRISIL SDL Maturity April 2033 Index Fund UTI · Debt Funds | fund manager | Nov 2025 | now | 10 | 4.3% | 4.9% | −0.51 pp | under 3 yrs |
| UTI CRISIL SDL Maturity June 2027 Index Fund UTI · Debt Funds | fund manager | Nov 2025 | now | 10 | 4.9% | 4.9% | +0.08 pp | under 3 yrs |
| UTI NIFTY SDL Plus AAA PSU Bond Apr 2026 75 25 Index Fund UTI · Index Funds | fund manager | Nov 2025 | now | 7 | 2.8% | −4.4% | +7.12 pp | under 3 yrs |
| UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75 25 Index Fund UTI · Debt Funds | fund manager | Nov 2025 | now | 10 | 4.4% | 4.9% | −0.45 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
3 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. Nothing on this page ranks anyone.