Pratik Dharmshi
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 |
|---|---|---|---|---|---|---|---|---|
| Union Small Cap Fund UNION · Small Cap | fund manager | Dec 2024 | now | 20 | 8.8% p.a. | 4.0% p.a. | +4.80 pp | under 3 yrs |
| Union Focused Fund UNION · Focused | fund manager | Dec 2024 | now | 20 | 6.2% p.a. | 3.6% p.a. | +2.54 pp | under 3 yrs |
| Union Large & Midcap Fund UNION · Large & Mid Cap | fund manager | Dec 2024 | now | 20 | 5.6% p.a. | 4.4% p.a. | +1.23 pp | under 3 yrs |
| Union Midcap Fund UNION · Mid Cap | fund manager | Dec 2024 | now | 20 | 8.2% p.a. | 6.6% p.a. | +1.61 pp | under 3 yrs |
| Union Retirement Fund UNION · Retirement | fund manager | Dec 2024 | now | 20 | 6.0% p.a. | 4.5% p.a. | +1.49 pp | under 3 yrs |
| Union Business Cycle Fund UNION · Sectoral/ Thematic | fund manager | Dec 2024 | now | 20 | 4.3% p.a. | 3.6% p.a. | +0.66 pp | under 3 yrs |
| Union Largecap Fund UNION · Large Cap | fund manager | Jun 2025 | now | 14 | 1.5% p.a. | 3.0% p.a. | −1.57 pp | under 3 yrs |
| Union Diversified Equity All Cap Active FOF UNION · FoF Domestic | fund manager | Sep 2025 | now | 11 | 11.1% | 4.3% | +6.80 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.