Neha Rathi
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 |
|---|---|---|---|---|---|---|---|---|
| DSP Nifty Bank ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 6.4% | 3.4% | +2.93 pp | under 3 yrs |
| DSP Nifty IT ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 7.0% | 3.4% | +3.54 pp | under 3 yrs |
| DSP BSE Sensex ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 0.8% | 3.4% | −2.65 pp | under 3 yrs |
| DSP Nifty Private Bank ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 7.1% | 3.4% | +3.70 pp | under 3 yrs |
| DSP Nifty PSU Bank ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 2.1% | 3.4% | −1.30 pp | under 3 yrs |
| DSP Nifty Healthcare ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | −88.6% | 3.4% | −92.06 pp | under 3 yrs |
| DSP Nifty Bank Index Fund DSP · Index Funds | fund manager | May 2026* | now | 4 | 6.4% | 3.5% | +2.88 pp | under 3 yrs |
| DSP Nifty Top 10 Equal Weight ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | −0.6% | 3.4% | −4.08 pp | under 3 yrs |
| DSP Nifty Top 10 Equal Weight Index Fund DSP · Index Funds | fund manager | May 2026* | now | 4 | −0.7% | 3.5% | −4.17 pp | under 3 yrs |
| DSP BSE SENSEX Next 30 ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 3.2% | 3.4% | −0.25 pp | under 3 yrs |
| DSP Nifty500 Flexicap Quality 30 ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 5.1% | 3.4% | +1.68 pp | under 3 yrs |
| DSP MSCI INDIA ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 2.6% | 3.4% | −0.86 pp | under 3 yrs |
| DSP Nifty Midcap 150 Index Fund DSP · Index Funds | fund manager | May 2026* | now | 4 | 7.2% | 3.5% | +3.72 pp | under 3 yrs |
| DSP Nifty Smallcap 250 Index Fund DSP · Index Funds | fund manager | May 2026* | now | 4 | 10.0% | 3.5% | +6.53 pp | under 3 yrs |
| DSP Nifty Smallcap 250 ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 10.3% | 3.4% | +6.83 pp | under 3 yrs |
| DSP Nifty Midcap 150 ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 7.3% | 3.4% | +3.82 pp | under 3 yrs |
| DSP Nifty Next 50 ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | 6.3% | 3.4% | +2.84 pp | under 3 yrs |
| DSP Nifty 500 Index Fund DSP · Index Funds | fund manager | May 2026* | now | 4 | 3.9% | 3.5% | +0.41 pp | under 3 yrs |
| DSP Multi Asset Omni Fund of Funds DSP · FoF Domestic | fund manager | May 2026* | now | 4 | 3.4% | 4.8% | −1.49 pp | under 3 yrs |
| DSP Nifty FMCG ETF DSP · Other ETFs | fund manager | May 2026* | now | 4 | −6.4% | 3.3% | −9.63 pp | under 3 yrs |
| DSP BSE MidSmall Private Banks ETF DSP · Equity ETF | fund manager | Aug 2026* | now | 1 | — | — | — | 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.