Pankaj Pathak
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 |
|---|---|---|---|---|---|---|---|---|
| UTI - Gilt Fund UTI · Gilt | fund manager | Apr 2025 | now | 17 | 4.4% p.a. | 3.2% p.a. | +1.22 pp | under 3 yrs |
| UTI Dynamic Term Fund UTI · Dynamic Term | fund manager | Apr 2025 | now | 17 | 5.5% p.a. | 4.9% p.a. | +0.63 pp | under 3 yrs |
| UTI Floating Interest Rates Fund UTI · Floating Interest Rates | fund manager | Apr 2025 | now | 17 | 6.7% p.a. | 7.1% p.a. | −0.36 pp | under 3 yrs |
| UTI - Dynamic Bond Fund ( Segregated - 17022020) UTI · Dynamic Bond | fund manager | Apr 2025 | now | 17 | — | — | — | under 3 yrs |
| UTI Long Term Fund UTI · Long Term | fund manager | Nov 2025 | now | 10 | 1.9% | 2.6% | −0.73 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.