Nishita 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 |
|---|---|---|---|---|---|---|---|---|
| Bandhan US specific Equity Active FOF BANDHAN · FoF Overseas | fund manager | Apr 2023* | Sep 2023 | 6 | 12.1% | 3.4% | +8.76 pp | under 3 yrs |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND BANDHAN · Sectoral/ Thematic | fund manager | Apr 2023* | Aug 2023 | 5 | 26.2% | 19.5% | +6.68 pp | under 3 yrs |
| BANDHAN Flexi Cap Fund BANDHAN · Flexi Cap | fund manager | Jul 2023* | Aug 2023 | 2 | 4.3% | 4.7% | −0.39 pp | under 3 yrs |
| Bandhan Large & Mid Cap Fund BANDHAN · Large & Mid Cap | fund manager | Jul 2023* | Aug 2023 | 2 | 6.8% | 5.4% | +1.40 pp | under 3 yrs |
| BANDHAN LARGE CAP FUND BANDHAN · Large Cap | fund manager | Jul 2023* | Aug 2023 | 2 | 1.3% | 1.9% | −0.60 pp | under 3 yrs |
| BANDHAN Arbitrage Fund BANDHAN · Arbitrage | fund manager | Jul 2023* | Jul 2023 | 1 | 0.6% | 0.6% | +0.01 pp | under 3 yrs |
| Bandhan Value Fund BANDHAN · Value | fund manager | Jul 2023* | Aug 2023 | 2 | 6.5% | 5.2% | +1.26 pp | under 3 yrs |
| BANDHAN EQUITY SAVINGS FUND BANDHAN · Equity Savings | fund manager | Jul 2023* | Jul 2023 | 1 | 1.3% | 1.7% | −0.42 pp | under 3 yrs |
| BANDHAN CONSERVATIVE HYBRID FUND BANDHAN · Conservative Hybrid | fund manager | Jul 2023* | Jul 2023 | 1 | 0.5% | 1.3% | −0.72 pp | under 3 yrs |
| BANDHAN Infrastructure Fund BANDHAN · Sectoral/ Thematic | fund manager | Jul 2023* | Aug 2023 | 2 | 9.1% | 5.1% | +4.01 pp | under 3 yrs |
| Bandhan Aggressive Hybrid Fund BANDHAN · Aggressive Hybrid | fund manager | Jul 2023* | Jul 2023 | 1 | 2.6% | 3.2% | −0.59 pp | under 3 yrs |
| BANDHAN MULTI CAP FUND BANDHAN · Multi Cap | fund manager | Jul 2023* | Aug 2023 | 2 | 5.5% | 7.0% | −1.49 pp | under 3 yrs |
| BANDHAN MID CAP FUND BANDHAN · Mid Cap | fund manager | Jul 2023* | Aug 2023 | 2 | 9.1% | 8.7% | +0.40 pp | under 3 yrs |
| BANDHAN FINANCIAL SERVICES FUND BANDHAN · Sectoral/ Thematic | fund manager | Jul 2023* | Aug 2023 | 2 | −0.9% | 0.4% | −1.26 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.