Mittul Kalawadia
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 |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Dividend Yield Fund ICICIPRU · Dividend Yield | fund manager | Jan 2018 | now | 104 | 5.7% p.a. | 10.8% p.a. | −5.09 pp | 4% of 68 |
| ICICI Prudential Growth Fund - Series 2 ICICIPRU · Growth | fund manager | Jan 2018 | now | 37 | 4.0% p.a. | 2.9% p.a. | +1.05 pp | 100% of 1 |
| ICICI Prudential Value Fund - Series 20 ICICIPRU · Growth | fund manager | Feb 2018 | now | 41 | 10.0% p.a. | 9.5% p.a. | +0.52 pp | 80% of 5 |
| ICICI Prudential Aggressive Hybrid Fund ICICIPRU · Aggressive Hybrid | fund manager | Dec 2020 | now | 69 | 21.0% p.a. | 14.4% p.a. | +6.59 pp | 100% of 33 |
| ICICI Prudential ESG Exclusionary Strategy Fund ICICIPRU · Sectoral/ Thematic | fund manager | Feb 2022 | now | 55 | 12.9% p.a. | 14.5% p.a. | −1.58 pp | 63% of 19 |
| ICICI Prudential ELSS - Tax Saver Fund ICICIPRU · ELSS | fund manager | Sep 2023 | now | 36 | 12.8% p.a. | 12.8% p.a. | −0.09 pp | — |
| ICICI Prudential Focused Fund ICICIPRU · Focused | fund manager | Jan 2018 | Apr 2021 | 40 | 10.1% p.a. | 10.1% p.a. | +0.02 pp | 0% of 4 |
| ICICI PRUDENTIAL PSU EQUITY FUND ICICIPRU · Sectoral/ Thematic | fund manager | Sep 2022 | Mar 2025 | 31 | 33.5% p.a. | 19.7% p.a. | +13.86 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.