Manish Lodha
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 Equity Savings Fund MAHINDRA · Equity Savings | equity portion | Dec 2020 | Oct 2025 | 59 | 12.6% p.a. | 11.6% p.a. | +0.96 pp | 39% of 23 |
| Mahindra Manulife Multi Cap Fund MAHINDRA · Multi Cap | fund manager | Dec 2020 | Sep 2025 | 58 | 24.7% p.a. | 22.9% p.a. | +1.73 pp | 95% of 22 |
| Mahindra Manulife Aggressive Hybrid Fund MAHINDRA · Aggressive Hybrid | equity portion | Dec 2020 | Oct 2025 | 59 | 20.5% p.a. | 16.6% p.a. | +3.90 pp | 100% of 23 |
| Mahindra Manulife Large & Mid Cap Fund MAHINDRA · Large & Mid Cap | fund manager | Dec 2020 | Oct 2025 | 59 | 22.6% p.a. | 21.7% p.a. | +0.98 pp | 43% of 23 |
| Mahindra Manulife Arbitrage Fund MAHINDRA · Arbitrage | equity portion | Dec 2020 | Mar 2025 | 52 | 5.4% p.a. | 6.3% p.a. | −0.88 pp | 0% of 16 |
| Mahindra Manulife Balanced Advantage Fund MAHINDRA · Dynamic Asset Allocation or Balanced Advantage | equity portion | Dec 2021 | Oct 2025 | 47 | 13.0% p.a. | 12.2% p.a. | +0.75 pp | 100% of 10 |
| Mahindra Manulife Manufacturing Fund MAHINDRA · Sectoral/ Thematic | equity portion | Jun 2024 | Oct 2025 | 17 | 1.4% p.a. | 4.8% p.a. | −3.31 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
5 of these stints are 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.