Pranav Patel
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 |
|---|---|---|---|---|---|---|---|---|
| Mahindra Manulife Equity Savings Fund MAHINDRA · Equity Savings | fund manager | Jan 2024 | Dec 2024 | 12 | 10.1% p.a. | 13.1% p.a. | −2.98 pp | under 3 yrs |
| Mahindra Manulife Asia Pacific REITs FOF MAHINDRA · FoF Overseas | fund manager | Jan 2024* | Dec 2024 | 12 | −8.8% p.a. | 14.6% p.a. | −23.40 pp | under 3 yrs |
| Mahindra Manulife Multi Asset Allocation Fund MAHINDRA · Multi Asset Allocation | fund manager | Mar 2024 | Jun 2024 | 4 | 8.3% | 7.6% | +0.70 pp | under 3 yrs |
| Mahindra Manulife Manufacturing Fund MAHINDRA · Sectoral/ Thematic | fund manager | Jun 2024 | Dec 2024 | 7 | −5.5% | 2.1% | −7.60 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.