Moderate
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 Nifty SDL Dec 2028 Index Fund ICICIPRU · Index Funds | fund manager | Jun 2023 | now | 39 | 7.3% p.a. | 10.8% p.a. | −3.51 pp | 0% of 3 |
| ICICI Prudential Nifty 5 yr Benchmark G-SEC ETF ICICIPRU · Other ETFs | fund manager | Mar 2022 | May 2023 | 15 | 4.9% p.a. | 7.7% p.a. | −2.77 pp | under 3 yrs |
| ICICI Prudential Nifty SDL Dec 2028 Index Fund ICICIPRU · Index Funds | fund manager | Oct 2022 | Dec 2023 | 15 | 7.9% p.a. | 18.3% p.a. | −10.33 pp | under 3 yrs |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40 60 Index Fund ICICIPRU · Index Funds | fund manager | Jun 2023 | Dec 2023 | 7 | 3.3% | 17.7% | −14.40 pp | under 3 yrs |
| ICICI Prudential Nifty SDL Sep 2027 Index Fund ICICIPRU · Index Funds | fund manager | Jun 2023 | Dec 2023 | 7 | 3.4% | 17.7% | −14.29 pp | under 3 yrs |
| ICICI Prudential Nifty G-Sec Dec 2030 Index Fund ICICIPRU · Index Funds | fund manager | Jun 2023 | Dec 2023 | 7 | 3.3% | 17.7% | −14.39 pp | under 3 yrs |
| ICICI Prudential Nifty SDL Sep 2026 Index Fund ICICIPRU · Index Funds | fund manager | Jun 2023 | Dec 2023 | 7 | 3.5% | 17.7% | −14.20 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.