Rajat Chandak
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 |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Balanced Advantage Fund ICICIPRU · Dynamic Asset Allocation or Balanced Advantage | fund manager | Sep 2015 | now | 132 | 11.7% p.a. | 10.6% p.a. | +1.11 pp | 84% of 96 |
| ICICI Prudential Long Term Wealth Enhancement Fund ICICIPRU · ELSS | fund manager | Mar 2018 | now | 102 | 14.5% p.a. | 13.4% p.a. | +1.11 pp | 64% of 66 |
| ICICI Prudential Flexi Cap fund ICICIPRU · Flexi Cap | fund manager | Jul 2021 | now | 62 | 17.1% p.a. | 13.4% p.a. | +3.69 pp | 96% of 26 |
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND ICICIPRU · Sectoral/ Thematic | fund manager | Sep 2023 | now | 36 | 24.8% p.a. | 15.3% p.a. | +9.53 pp | — |
| ICICI Prudential Small Cap Fund ICICIPRU · Small Cap | fund manager | Jan 2026 | now | 8 | 7.8% | 16.2% | −8.35 pp | under 3 yrs |
| ICICI Prudential Small Cap Fund ICICIPRU · Small Cap | fund manager | Aug 2007 | May 2010 | 34 | — | — | — | under 3 yrs |
| ICICI Prudential Conservative Hybrid Fund ICICIPRU · Conservative Hybrid | fund manager | Feb 2015 | Apr 2021 | 75 | 9.6% p.a. | 8.1% p.a. | +1.49 pp | 100% of 39 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) ICICIPRU · Large Cap | fund manager | Jul 2017 | Jan 2022 | 55 | 15.2% p.a. | 13.7% p.a. | +1.49 pp | 53% of 19 |
| ICICI Prudential Bharat Consumption Fund ICICIPRU · Sectoral/ Thematic | fund manager | Apr 2019 | Apr 2021 | 25 | 11.3% p.a. | 15.2% p.a. | −3.88 pp | under 3 yrs |
| ICICI Prudential Balanced Advantage Fund ICICIPRU · Dynamic Asset Allocation or Balanced Advantage | fund manager | by May 2019† | May 2019 | ≥ 1 | 1.6% | 1.6% | +0.05 pp | under 3 yrs |
| ICICI Prudential Multi Cap Fund ICICIPRU · Multi Cap | fund manager | Jul 2020 | Jun 2021 | 12 | 64.7% p.a. | 68.1% p.a. | −3.35 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. 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. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.