Mayank Chaturvedi
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 |
|---|---|---|---|---|---|---|---|---|
| HSBC Large Cap Fund HSBC · Large Cap | overseas investments | Sep 2025 | now | 11 | 4.1% | 3.5% | +0.64 pp | under 3 yrs |
| HSBC Flexi Cap Fund HSBC · Flexi Cap | overseas investments | Sep 2025 | now | 11 | 7.8% | 5.9% | +1.90 pp | under 3 yrs |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | overseas investments | Sep 2025 | now | 11 | 4.8% | 4.7% | +0.13 pp | under 3 yrs |
| HSBC Large & Mid Cap Fund HSBC · Large & Mid Cap | overseas investments | Sep 2025 | now | 11 | 12.6% | 7.0% | +5.66 pp | under 3 yrs |
| HSBC Focused Fund HSBC · Focused | overseas investments | Sep 2025 | now | 11 | 10.3% | 5.3% | +4.95 pp | under 3 yrs |
| HSBC Midcap Fund HSBC · Mid Cap | overseas investments | Sep 2025 | now | 11 | 20.1% | 10.5% | +9.58 pp | under 3 yrs |
| HSBC Infrastructure Fund HSBC · Sectoral/ Thematic | overseas investments | Sep 2025 | now | 11 | 9.6% | 7.8% | +1.78 pp | under 3 yrs |
| HSBC Equity Savings Fund HSBC · Equity Savings | overseas investments | Sep 2025 | now | 11 | 9.7% | 6.1% | +3.59 pp | under 3 yrs |
| HSBC ELSS Tax saver Fund HSBC · ELSS | overseas investments | Sep 2025 | now | 11 | 8.7% | 4.2% | +4.56 pp | under 3 yrs |
| HSBC Value Fund HSBC · Value | overseas investments | Sep 2025 | now | 11 | 6.5% | 5.7% | +0.83 pp | under 3 yrs |
| HSBC Aggressive Hybrid Fund HSBC · Aggressive Hybrid | overseas investments | Sep 2025 | now | 11 | 7.3% | 5.2% | +2.17 pp | under 3 yrs |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | overseas investments | Sep 2025 | now | 11 | 4.0% | 5.4% | −1.48 pp | under 3 yrs |
| HSBC Small Cap Fund HSBC · Small Cap | overseas investments | Sep 2025 | now | 11 | 11.0% | 13.5% | −2.44 pp | under 3 yrs |
| HSBC Business Cycles Fund HSBC · Sectoral/ Thematic | overseas investments | Sep 2025 | now | 11 | 4.1% | 7.8% | −3.70 pp | under 3 yrs |
| HSBC Multi Cap Fund HSBC · Multi Cap | overseas investments | Sep 2025 | now | 11 | 9.7% | 9.2% | +0.48 pp | under 3 yrs |
| HSBC Consumption Fund HSBC · Sectoral/ Thematic | overseas investments | Sep 2025 | now | 11 | 3.6% | 7.8% | −4.24 pp | under 3 yrs |
| HSBC Multi Asset Allocation Fund HSBC · Multi Asset Allocation | overseas investments | Sep 2025 | now | 11 | 15.7% | 12.2% | +3.57 pp | under 3 yrs |
| HSBC India Export Opportunities Fund HSBC · Sectoral/ Thematic | overseas investments | Sep 2025 | now | 11 | 19.6% | 7.8% | +11.73 pp | under 3 yrs |
| HSBC Financial Services fund HSBC · Sectoral/ Thematic | overseas investments | Sep 2025 | now | 11 | 15.4% | 7.8% | +7.54 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
19 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.