Jitendra Tolani
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 ETF Nifty India Consumption NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | 6.5% p.a. | 5.5% p.a. | +0.97 pp | under 3 yrs |
| Nippon India ETF Nifty Dividend Opportunities 50 NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | −0.5% p.a. | 5.5% p.a. | −6.05 pp | under 3 yrs |
| Nippon India ETF Nifty 50 Value 20 NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | −5.1% p.a. | 5.5% p.a. | −10.61 pp | under 3 yrs |
| Nippon India ETF Nifty PSU Bank BeES NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | 21.0% p.a. | 5.5% p.a. | +15.50 pp | under 3 yrs |
| Nippon India ETF Nifty 50 Shariah BeES NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | −7.2% p.a. | 5.5% p.a. | −12.77 pp | under 3 yrs |
| Nippon India ETF Nifty Infrastructure BeES NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | 8.4% p.a. | 5.5% p.a. | +2.89 pp | under 3 yrs |
| CPSE ETF NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | 6.5% p.a. | 5.5% p.a. | +0.94 pp | under 3 yrs |
| Nippon India ETF Nifty IT NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | −18.1% p.a. | 5.5% p.a. | −23.67 pp | under 3 yrs |
| Nippon India Nifty 50 Value 20 Index Fund NIPPON · Index Funds | fund manager | Feb 2025 | now | 18 | −5.2% p.a. | 3.9% p.a. | −9.09 pp | under 3 yrs |
| Nippon India Nifty Pharma ETF NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | 15.9% p.a. | 5.5% p.a. | +10.40 pp | under 3 yrs |
| Nippon India Nifty Auto ETF NIPPON · Other ETFs | fund manager | Feb 2025 | now | 18 | 17.5% p.a. | 5.5% p.a. | +11.97 pp | under 3 yrs |
| Nippon India Silver ETF FOF NIPPON · FoF Domestic | fund manager | Feb 2025 | now | 18 | 71.7% p.a. | 12.5% p.a. | +59.22 pp | under 3 yrs |
| Nippon India Nifty Alpha Low Volatility 30 Index Fund NIPPON · Index Funds | fund manager | Feb 2025 | now | 18 | 3.9% p.a. | 3.9% p.a. | −0.03 pp | under 3 yrs |
| Nippon India Nifty Bank Index Fund NIPPON · Index Funds | fund manager | Feb 2025 | now | 18 | 10.6% p.a. | 3.9% p.a. | +6.74 pp | under 3 yrs |
| Nippon India Nifty IT Index Fund NIPPON · Index Funds | fund manager | Feb 2025 | now | 18 | −18.2% p.a. | 3.9% p.a. | −22.07 pp | under 3 yrs |
| Nippon India Nifty 500 Equal Weight Index Fund NIPPON · Index Funds | fund manager | Feb 2025 | now | 18 | 8.4% p.a. | 3.9% p.a. | +4.51 pp | under 3 yrs |
| Nippon India Nifty 500 Momentum 50 Index Fund NIPPON · Index Funds | fund manager | Feb 2025 | now | 18 | 4.8% p.a. | 3.9% p.a. | +0.87 pp | under 3 yrs |
| Nippon India Nifty Realty Index Fund NIPPON · Index Funds | fund manager | Feb 2025 | now | 18 | −1.5% p.a. | 3.9% p.a. | −5.36 pp | under 3 yrs |
| Nippon India Nifty Auto Index Fund NIPPON · Index Funds | fund manager | Feb 2025 | now | 18 | 17.5% p.a. | 3.9% p.a. | +13.57 pp | under 3 yrs |
| Nippon India Nifty 500 Quality 50 Index Fund NIPPON · Index Funds | fund manager | May 2025 | now | 15 | 1.8% p.a. | 1.9% p.a. | −0.18 pp | under 3 yrs |
| Nippon India Nifty 500 Low Volatility 50 Index Fund NIPPON · Index Funds | fund manager | May 2025 | now | 15 | 6.3% p.a. | 1.9% p.a. | +4.40 pp | under 3 yrs |
| Nippon India Nifty India Manufacturing ETF NIPPON · Other ETFs | fund manager | Aug 2025 | now | 12 | 15.2% | 4.5% | +10.63 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.