Niket Shah
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 |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund MOTILAL · Mid Cap | equity portion | by Oct 2020† | Dec 2025 | ≥ 63 | 31.3% p.a. | 25.8% p.a. | +5.58 pp | 100% of 27 |
| Motilal Oswal Flexi Cap Fund MOTILAL · Flexi Cap | fund manager | Jun 2022 | Dec 2025 | 43 | 21.4% p.a. | 18.6% p.a. | +2.84 pp | 100% of 7 |
| Motilal Oswal ELSS Tax Saver Fund MOTILAL · ELSS | equity portion | Oct 2023* | Sep 2024 | 12 | 68.6% p.a. | 42.3% p.a. | +26.32 pp | under 3 yrs |
| Motilal Oswal Large and Midcap Fund MOTILAL · Large & Mid Cap | equity portion | Oct 2023* | Sep 2024 | 12 | 62.7% p.a. | 46.0% p.a. | +16.67 pp | under 3 yrs |
| Motilal Oswal Small Cap Fund MOTILAL · Small Cap | equity portion | Dec 2023* | Dec 2025 | 25 | 19.2% p.a. | 10.5% p.a. | +8.73 pp | under 3 yrs |
| Motilal Oswal Large Cap Fund MOTILAL · Large Cap | equity portion | Feb 2024* | Dec 2025 | 23 | 21.9% p.a. | 12.2% p.a. | +9.73 pp | under 3 yrs |
| Motilal Oswal Multi Cap Fund MOTILAL · Multi Cap | equity portion | Jun 2024* | Dec 2025 | 19 | 17.9% p.a. | 5.1% p.a. | +12.74 pp | under 3 yrs |
| Motilal Oswal Manufacturing Fund MOTILAL · Sectoral/ Thematic | equity portion | Aug 2024* | Sep 2024 | 2 | 5.7% | 2.5% | +3.22 pp | under 3 yrs |
| Motilal Oswal Business Cycle Fund MOTILAL · Sectoral/ Thematic | equity portion | Aug 2024* | Dec 2025 | 17 | 9.3% p.a. | −1.9% p.a. | +11.18 pp | under 3 yrs |
| Motilal Oswal Digital India Fund MOTILAL · Sectoral/ Thematic | equity portion | Nov 2024* | Dec 2025 | 14 | 2.0% p.a. | 2.8% p.a. | −0.80 pp | under 3 yrs |
| Motilal Oswal Arbitrage Fund MOTILAL · Arbitrage | equity portion | Dec 2024* | Dec 2025 | 13 | 7.5% p.a. | 7.0% p.a. | +0.51 pp | under 3 yrs |
| Motilal Oswal Innovation Opportunities Fund MOTILAL · Sectoral/ Thematic | equity portion | Feb 2025* | Dec 2025 | 11 | 25.8% | 19.9% | +5.92 pp | under 3 yrs |
| Motilal Oswal Balanced Advantage Fund MOTILAL · Dynamic Asset Allocation or Balanced Advantage | equity portion | Mar 2025* | Dec 2025 | 10 | 14.4% | 14.5% | −0.10 pp | under 3 yrs |
| Motilal Oswal Consumption Fund MOTILAL · Sectoral/ Thematic | equity portion | Oct 2025* | Dec 2025 | 3 | −1.2% | −0.1% | −1.17 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
13 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.