Karthikraj Lakshmanan
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 - Large Cap Fund UTI · Large Cap | fund manager | Sep 2022 | now | 48 | 9.1% p.a. | 12.1% p.a. | −2.96 pp | 0% of 12 |
| UTI - MNC Fund UTI · Sectoral/ Thematic | fund manager | Nov 2022 | now | 46 | 11.8% p.a. | 16.1% p.a. | −4.27 pp | 0% of 10 |
| UTI Multi Cap Fund UTI · Multi Cap | fund manager | May 2025 | now | 16 | 7.5% p.a. | 10.2% p.a. | −2.62 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.