Neelotpal Sahai
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 | fund manager | May 2013 | now | 159 | 11.9% p.a. | 12.3% p.a. | −0.30 pp | 50% of 107 |
| HSBC Focused Fund HSBC · Focused | equity portion | Jul 2020 | now | 73 | 19.6% p.a. | 19.0% p.a. | +0.55 pp | 78% of 37 |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | equity portion | Nov 2022* | now | 45 | 10.9% p.a. | 10.9% p.a. | −0.01 pp | 0% of 9 |
| HSBC Flexi Cap Fund HSBC · Flexi Cap | fund manager | by Jun 2021† | Oct 2022 | ≥ 17 | 10.8% p.a. | 12.1% p.a. | −1.22 pp | under 3 yrs |
| HSBC Global Emerging Markets Fund HSBC · FoF Overseas | equity portion | by Jun 2021† | Aug 2021 | ≥ 3 | 0.0% | 4.8% | −4.74 pp | under 3 yrs |
| HSBC Brazil Fund HSBC · FoF Overseas | equity portion | Sep 2021* | Sep 2021 | 1 | −12.6% | −2.6% | −9.96 pp | under 3 yrs |
| HSBC Asia Pacific (Ex Japan) Dividend Yield Fund HSBC · FoF Overseas | equity portion | Sep 2021* | Sep 2021 | 1 | 0.9% | −2.6% | +3.57 pp | under 3 yrs |
| HSBC Large & Mid Cap Fund HSBC · Large & Mid Cap | fund manager | by Oct 2021† | Feb 2022 | ≥ 5 | −4.4% | −4.4% | +0.03 pp | under 3 yrs |
| HSBC Midcap Fund HSBC · Mid Cap | equity portion | Oct 2021* | Feb 2022 | 5 | — | — | — | under 3 yrs |
| HSBC Brazil Fund HSBC · FoF Overseas | equity portion | Mar 2022* | Oct 2022 | 8 | 10.1% | −8.9% | +19.04 pp | under 3 yrs |
| HSBC Asia Pacific (Ex Japan) Dividend Yield Fund HSBC · FoF Overseas | equity portion | Mar 2022* | Oct 2022 | 8 | −20.6% | −8.9% | −11.65 pp | under 3 yrs |
| HSBC Large & Mid Cap Fund HSBC · Large & Mid Cap | fund manager | Nov 2022* | Feb 2024 | 16 | 27.6% p.a. | 26.9% p.a. | +0.69 pp | under 3 yrs |
| HSBC Flexi Cap Fund HSBC · Flexi Cap | equity portion | Sep 2023* | Feb 2024 | 6 | 22.3% | 17.7% | +4.61 pp | under 3 yrs |
| HSBC Equity Savings Fund HSBC · Equity Savings | equity portion | Sep 2023* | Feb 2024 | 6 | 10.7% | 9.6% | +1.07 pp | under 3 yrs |
| HSBC Multi Cap Fund HSBC · Multi Cap | equity portion | Sep 2023* | Feb 2024 | 6 | 29.3% | 18.8% | +10.53 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. 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
11 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. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.