Nikhil Kapoor
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 |
|---|---|---|---|---|---|---|---|---|
| LIC MF BSE Sensex Index Fund LIC · Index Funds | fund manager | Apr 2026* | now | 5 | 7.5% | 11.6% | −4.09 pp | under 3 yrs |
| LIC MF Nifty 50 Index Fund LIC · Index Funds | fund manager | Apr 2026* | now | 5 | 8.4% | 11.6% | −3.17 pp | under 3 yrs |
| LIC MF Nifty 50 ETF LIC · Other ETFs | fund manager | Apr 2026* | now | 5 | 8.6% | 12.6% | −3.98 pp | under 3 yrs |
| LIC MF BSE Sensex ETF LIC · Other ETFs | fund manager | Apr 2026* | now | 5 | 7.8% | 12.6% | −4.82 pp | under 3 yrs |
| LIC MF Nifty 100 ETF LIC · Other ETFs | fund manager | Apr 2026* | now | 5 | 11.0% | 12.6% | −1.60 pp | under 3 yrs |
| LIC MF Nifty Next 50 Index Fund LIC · Index Funds | fund manager | Apr 2026* | now | 5 | 22.9% | 11.6% | +11.37 pp | under 3 yrs |
| LIC MF Nifty Midcap 100 ETF LIC · Other ETFs | fund manager | Apr 2026* | now | 5 | 22.2% | 12.6% | +9.62 pp | under 3 yrs |
| LIC MF Flexi Cap Fund LIC · Flexi Cap | fund manager | Jun 2026* | now | 3 | 13.2% | 6.9% | +6.35 pp | under 3 yrs |
| LIC MF ELSS Tax Saver Fund LIC · ELSS | fund manager | Jun 2026* | now | 2 | 6.7% | 4.6% | +2.06 pp | under 3 yrs |
| LIC MF Consumption Fund LIC · Sectoral/ Thematic | fund manager | Jun 2026* | now | 3 | 6.5% | 6.6% | −0.03 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.