Pranay Sinha
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 |
|---|---|---|---|---|---|---|---|---|
| Nippon India Dynamic Term Fund NIPPON · Dynamic Term | fund manager | Mar 2021 | now | 65 | 6.8% p.a. | 6.4% p.a. | +0.41 pp | 52% of 29 |
| Nippon India Gilt Fund NIPPON · Gilt | fund manager | Mar 2021 | now | 65 | 6.1% p.a. | 6.0% p.a. | +0.08 pp | 76% of 29 |
| Nippon India Retirement Fund- Wealth Creation Scheme NIPPON · Retirement | fund manager | Mar 2021 | now | 65 | 15.1% p.a. | 11.0% p.a. | +4.17 pp | 100% of 29 |
| Nippon India Retirement Fund- Income Generation Scheme NIPPON · Retirement | fund manager | Mar 2021 | now | 65 | 7.3% p.a. | 11.0% p.a. | −3.65 pp | 0% of 29 |
| Nippon India Banking and PSU Debt Fund NIPPON · Banking and PSU Debt | fund manager | Mar 2021 | now | 65 | 6.5% p.a. | 6.2% p.a. | +0.31 pp | 100% of 29 |
| Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt NIPPON · Other ETFs | fund manager | Mar 2021 | now | 65 | 5.9% p.a. | 12.4% p.a. | −6.56 pp | 0% of 29 |
| Nippon India Nivesh Lakshya Long Term Fund NIPPON · Long Term | fund manager | Mar 2021 | now | 65 | 7.1% p.a. | 6.9% p.a. | +0.18 pp | 83% of 12 |
| Nippon India ETF Nifty 5 yr Benchmark G-Sec NIPPON · Other ETFs | fund manager | Apr 2021 | now | 64 | 6.2% p.a. | 12.7% p.a. | −6.52 pp | 0% of 28 |
* 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.