Naghma Khoja
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 |
|---|---|---|---|---|---|---|---|---|
| JM Liquid Fund JMFINANCIAL · Liquid | co-manager | Oct 2021 | Jul 2025 | 46 | 6.3% p.a. | 6.4% p.a. | −0.03 pp | 0% of 10 |
| JM Overnight Fund JMFINANCIAL · Overnight | co-manager | Apr 2022 | Jul 2025 | 40 | 6.2% p.a. | 6.2% p.a. | −0.05 pp | 0% of 4 |
| JM Medium to Long Term Fund JMFINANCIAL · Medium to Long Term | co-manager | Apr 2024 | Jul 2025 | 16 | 9.0% p.a. | 8.7% p.a. | +0.37 pp | under 3 yrs |
| JM Short Term Fund-closed JMFINANCIAL · Short Term | co-manager | Apr 2024 | Jul 2025 | 16 | — | — | — | under 3 yrs |
| JM Short Term Fund JMFINANCIAL · Short Duration | co-manager | Apr 2024 | Jul 2025 | 16 | 8.9% p.a. | 8.7% p.a. | +0.17 pp | under 3 yrs |
| JM Dynamic Term Fund JMFINANCIAL · Dynamic Term | co-manager | Apr 2024 | Jul 2025 | 16 | 9.1% p.a. | 8.8% p.a. | +0.34 pp | under 3 yrs |
| JM Ultra Short to Short Term Fund JMFINANCIAL · Ultra Short to Short Term | co-manager | Apr 2024 | Jul 2025 | 16 | 8.2% p.a. | 8.2% p.a. | −0.05 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
7 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.