Lokesh Kulthia
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 Nifty 50 Index Fund UTI · Index Funds | fund manager | Jun 2026 | now | 3 | 2.8% | 3.2% | −0.32 pp | under 3 yrs |
| UTI - Gold Exchange Traded Fund UTI · Gold ETF | fund manager | Jun 2026 | now | 3 | −0.7% | −0.7% | −0.02 pp | under 3 yrs |
| UTI Multi Asset Allocation Fund UTI · Multi Asset Allocation | fund manager | Jun 2026 | now | 3 | 3.3% | 3.5% | −0.17 pp | under 3 yrs |
| UTI Nifty 50 ETF UTI · Equity ETF | fund manager | Jun 2026 | now | 3 | 2.9% | 4.9% | −2.05 pp | under 3 yrs |
| UTI BSE Sensex ETF UTI · Equity ETF | fund manager | Jun 2026 | now | 3 | 3.5% | 4.9% | −1.41 pp | under 3 yrs |
| UTI - Nifty Next 50 Exchange Traded Fund UTI · Equity ETF | fund manager | Jun 2026 | now | 3 | 4.2% | 4.9% | −0.70 pp | under 3 yrs |
| UTI - Nifty Next 50 Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 4.1% | 3.9% | +0.25 pp | under 3 yrs |
| UTI - BSE Sensex Next 50 Exchange Traded Fund UTI · Equity ETF | fund manager | Jun 2026 | now | 3 | 4.6% | 4.9% | −0.32 pp | under 3 yrs |
| UTI Nifty Bank ETF UTI · Equity ETF | fund manager | Jun 2026 | now | 3 | 7.4% | 4.9% | +2.51 pp | under 3 yrs |
| UTI Nifty 200 Momentum 30 Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 3.1% | 3.9% | −0.77 pp | under 3 yrs |
| UTI BSE Sensex Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 3.5% | 3.9% | −0.39 pp | under 3 yrs |
| UTI BSE Low Volatility Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 0.3% | 3.9% | −3.54 pp | under 3 yrs |
| UTI Nifty Midcap 150 Quality 50 Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 4.1% | 3.9% | +0.23 pp | under 3 yrs |
| UTI Gold ETF Fund of Fund UTI · FoF Domestic | fund manager | Jun 2026 | now | 3 | −0.7% | 3.5% | −4.14 pp | under 3 yrs |
| UTI Silver Exchange Traded Fund UTI · Silver ETF | fund manager | Jun 2026 | now | 3 | −10.1% | −10.0% | −0.06 pp | under 3 yrs |
| UTI Silver ETF Fund of Fund UTI · FoF Domestic | fund manager | Jun 2026 | now | 3 | −10.7% | 3.5% | −14.17 pp | under 3 yrs |
| UTI Nifty 500 Value 50 Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | −3.2% | 3.9% | −7.10 pp | under 3 yrs |
| UTI Nifty50 Equal Weight Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 2.3% | 3.9% | −1.61 pp | under 3 yrs |
| UTI BSE Housing Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 5.1% | 3.9% | +1.22 pp | under 3 yrs |
| UTI Nifty Midcap 150 Exchange Traded Fund UTI · Equity ETF | fund manager | Jun 2026 | now | 3 | 4.5% | 4.9% | −0.37 pp | under 3 yrs |
| UTI Nifty IT ETF UTI · Equity ETF | fund manager | Jun 2026 | now | 3 | 7.5% | 4.9% | +2.63 pp | under 3 yrs |
| UTI Nifty 200 Quality 30 Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 2.8% | 3.9% | −1.09 pp | under 3 yrs |
| UTI Nifty Private Bank Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 6.9% | 3.9% | +3.00 pp | under 3 yrs |
| UTI Nifty Alpha Low-Volatility 30 Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 6.2% | 3.9% | +2.33 pp | under 3 yrs |
| UTI Nifty Midcap 150 Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 4.5% | 3.9% | +0.61 pp | under 3 yrs |
| UTI Quant Fund UTI · Sectoral/ Thematic | fund manager | Jun 2026 | now | 3 | 4.6% | 6.6% | −1.98 pp | under 3 yrs |
| UTI Nifty India Manufacturing Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 4.7% | 3.9% | +0.88 pp | under 3 yrs |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 3.7% | 3.9% | −0.20 pp | under 3 yrs |
| UTI Nifty500 Shariah Index Fund UTI · Equity Funds | fund manager | Jun 2026 | now | 3 | 2.5% | 3.9% | −1.39 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.