Kirti Dalvi
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 |
|---|---|---|---|---|---|---|---|---|
| Mahindra Manulife Mid Cap Fund MAHINDRA · Mid Cap | fund manager | Dec 2024* | now | 21 | 7.7% p.a. | 7.9% p.a. | −0.29 pp | under 3 yrs |
| Mahindra Manulife Large Cap Fund MAHINDRA · Large Cap | fund manager | Dec 2025 | now | 9 | −5.4% | −2.9% | −2.51 pp | under 3 yrs |
| Mahindra Manulife Aggressive Hybrid Fund MAHINDRA · Aggressive Hybrid | equity portion | Dec 2025 | now | 9 | −1.9% | 0.9% | −2.75 pp | under 3 yrs |
| Mahindra Manulife Innovation Opportunities Fund MAHINDRA · Sectoral/ Thematic | fund manager | Jan 2026 | now | 8 | 12.3% | 6.3% | +6.06 pp | under 3 yrs |
| Mahindra Manulife Flexi Cap Fund MAHINDRA · Flexi Cap | fund manager | Jul 2026 | now | 2 | 3.1% | 4.0% | −0.87 pp | under 3 yrs |
| Mahindra Manulife Large & Mid Cap Fund MAHINDRA · Large & Mid Cap | fund manager | Dec 2025 | Jan 2026 | 2 | −2.0% | −3.7% | +1.69 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
1 of these stints is 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.