Pratik Singh
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 |
|---|---|---|---|---|---|---|---|---|
| Helios Balanced Advantage Fund HELIOS · Dynamic Asset Allocation or Balanced Advantage | fund manager | Mar 2024 | now | 29 | 7.2% p.a. | 7.7% p.a. | −0.55 pp | under 3 yrs |
| Helios Flexi Cap Fund HELIOS · Flexi Cap | fund manager | Apr 2024 | now | 28 | 12.9% p.a. | 9.8% p.a. | +3.15 pp | under 3 yrs |
| Helios Financial Services Fund HELIOS · Sectoral/ Thematic | fund manager | May 2024 | now | 27 | 7.5% p.a. | 4.4% p.a. | +3.05 pp | under 3 yrs |
| Helios Large & Mid Cap Fund HELIOS · Large & Mid Cap | fund manager | Oct 2024 | now | 22 | 7.6% p.a. | 4.4% p.a. | +3.25 pp | under 3 yrs |
| Helios Mid Cap Fund HELIOS · Mid Cap | fund manager | Feb 2025 | now | 18 | 24.0% p.a. | 16.1% p.a. | +7.90 pp | under 3 yrs |
| Helios Small Cap Fund HELIOS · Small Cap | fund manager | Nov 2025 | now | 9 | 10.8% | 9.8% | +0.94 pp | under 3 yrs |
| Helios Arbitrage Fund HELIOS · Arbitrage | fund manager | Mar 2026* | now | 5 | 2.0% | 2.1% | −0.11 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.