Lokesh Garg
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 |
|---|---|---|---|---|---|---|---|---|
| Quant Multi Cap Fund QUANT · Multi Cap | fund manager | Mar 2025* | Feb 2026 | 12 | 7.6% p.a. | 19.2% p.a. | −11.52 pp | under 3 yrs |
| Quant Aggressive Hybrid Fund QUANT · Aggressive Hybrid | fund manager | Mar 2025* | Feb 2026 | 12 | 18.7% p.a. | 15.2% p.a. | +3.47 pp | under 3 yrs |
| Quant Infrastructure Fund QUANT · Sectoral/ Thematic | fund manager | Mar 2025* | Feb 2026 | 12 | 14.9% p.a. | 17.9% p.a. | −2.98 pp | under 3 yrs |
| Quant Focused Fund QUANT · Focused | fund manager | Mar 2025* | Feb 2026 | 12 | 12.8% p.a. | 17.1% p.a. | −4.22 pp | under 3 yrs |
| Quant Flexi Cap Fund QUANT · Flexi Cap | fund manager | Mar 2025* | Feb 2026 | 12 | 16.4% p.a. | 18.4% p.a. | −2.02 pp | under 3 yrs |
| quant Large Cap Fund QUANT · Large Cap | fund manager | Mar 2025* | Feb 2026 | 12 | 16.9% p.a. | 17.1% p.a. | −0.15 pp | under 3 yrs |
| quant Business Cycle Fund QUANT · Sectoral/ Thematic | fund manager | Mar 2025* | Feb 2026 | 12 | 11.2% p.a. | 17.9% p.a. | −6.64 pp | under 3 yrs |
| quant Manufacturing Fund QUANT · Sectoral/ Thematic | fund manager | Mar 2025* | Feb 2026 | 12 | 10.5% p.a. | 17.9% p.a. | −7.35 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.