Praveen Ayathan
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 |
|---|---|---|---|---|---|---|---|---|
| HSBC Arbitrage Fund HSBC · Arbitrage | equity portion | Jun 2014 | now | 146 | 7.5% p.a. | 7.5% p.a. | −0.01 pp | 0% of 9 |
| HSBC NIFTY 50 Index Fund HSBC · Equity Funds | fund manager | Apr 2020 | now | 76 | 8.4% p.a. | 13.3% p.a. | −4.92 pp | 0% of 9 |
| HSBC NIFTY NEXT 50 Index Fund HSBC · Equity Funds | fund manager | Apr 2020 | now | 76 | 15.5% p.a. | 13.3% p.a. | +2.17 pp | 100% of 9 |
| HSBC Equity Savings Fund HSBC · Equity Savings | fund manager | Sep 2023* | now | 35 | 13.8% p.a. | 10.3% p.a. | +3.45 pp | under 3 yrs |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | fund manager | Sep 2023* | now | 35 | 10.4% p.a. | 10.8% p.a. | −0.40 pp | under 3 yrs |
| HSBC Multi Asset Allocation Fund HSBC · Multi Asset Allocation | fund manager | Mar 2026 | now | 5 | 0.6% | −0.2% | +0.78 pp | under 3 yrs |
| HSBC Global Emerging Markets Fund HSBC · FoF Overseas | fund manager | May 2025* | May 2025 | 1 | 5.7% | 6.8% | −1.13 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
1 of these stints is a co-manager or sleeve role; 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.