Rahul Pal
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 Liquid Fund MAHINDRA · Liquid | fund manager | Jul 2016 | now | 122 | 6.2% p.a. | 6.1% p.a. | +0.09 pp | 100% of 86 |
| Mahindra Manulife Equity Savings Fund MAHINDRA · Equity Savings | debt portion | Feb 2017 | now | 115 | 10.7% p.a. | 9.7% p.a. | +0.99 pp | 70% of 61 |
| Mahindra Manulife Ultra Short to Short Term Fund MAHINDRA · Ultra Short to Short Term | fund manager | Feb 2017 | now | 115 | 6.9% p.a. | 6.8% p.a. | +0.07 pp | 62% of 79 |
| Mahindra Manulife Dynamic Term Fund MAHINDRA · Dynamic Term | fund manager | Aug 2018 | now | 97 | 6.3% p.a. | 7.3% p.a. | −1.01 pp | 25% of 61 |
| Mahindra Manulife Aggressive Hybrid Fund MAHINDRA · Aggressive Hybrid | debt portion | Jul 2019 | now | 86 | 17.2% p.a. | 14.1% p.a. | +3.18 pp | 100% of 50 |
| Mahindra Manulife Overnight Fund MAHINDRA · Overnight | fund manager | Jul 2019 | now | 86 | 5.1% p.a. | 5.1% p.a. | +0.01 pp | 100% of 50 |
| Mahindra Manulife Ultra Short Term Fund MAHINDRA · Ultra Short Term | fund manager | Oct 2019 | now | 83 | 6.3% p.a. | 6.1% p.a. | +0.14 pp | 100% of 47 |
| Mahindra Manulife Arbitrage Fund MAHINDRA · Arbitrage | debt portion | Aug 2020 | now | 73 | 5.5% p.a. | 6.2% p.a. | −0.77 pp | 0% of 37 |
| Mahindra Manulife Short Term Fund MAHINDRA · Short Term | fund manager | Feb 2021 | now | 67 | 6.7% p.a. | 6.4% p.a. | +0.25 pp | 100% of 31 |
| Mahindra Manulife Balanced Advantage Fund MAHINDRA · Dynamic Asset Allocation or Balanced Advantage | debt portion | Dec 2021 | now | 57 | 11.5% p.a. | 10.4% p.a. | +1.04 pp | 100% of 20 |
| Mahindra Manulife Multi Asset Allocation Fund MAHINDRA · Multi Asset Allocation | debt portion | Mar 2024 | now | 30 | 16.3% p.a. | 13.8% p.a. | +2.52 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
5 of these stints are 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.