Kinjal Desai
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 Japan Equity Fund NIPPON · Sectoral/ Thematic | fund manager | May 2018 | now | 99 | 10.9% p.a. | 13.9% p.a. | −2.93 pp | 13% of 63 |
| Nippon India US Equity Opportunities Fund NIPPON · Sectoral/ Thematic | fund manager | May 2018 | now | 99 | 16.5% p.a. | 13.9% p.a. | +2.60 pp | 35% of 63 |
| Nippon India ETF Hang Seng BeES NIPPON · Other ETFs | fund manager | May 2018 | now | 99 | −20.7% p.a. | 12.4% p.a. | −33.07 pp | 19% of 63 |
| Nippon India Multi Asset Allocation Fund NIPPON · Multi Asset Allocation | fund manager | Aug 2020 | now | 72 | 18.3% p.a. | 17.7% p.a. | +0.63 pp | 75% of 36 |
| Nippon India Taiwan Equity Fund NIPPON · Sectoral/ Thematic | fund manager | Dec 2021 | now | 56 | 27.6% p.a. | 14.1% p.a. | +13.55 pp | 65% of 20 |
| Nippon India Consumption Fund NIPPON · Sectoral/ Thematic | fund manager | Aug 2025 | now | 12 | 0.6% p.a. | 6.3% p.a. | −5.71 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.