Raj Mehta
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 |
|---|---|---|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund PPFAS · Flexi Cap | debt portion | Jan 2016 | now | 127 | 16.8% p.a. | 13.8% p.a. | +2.96 pp | 93% of 91 |
| Parag Parikh ELSS Tax Saver Fund PPFAS · ELSS | debt portion | Jul 2019 | now | 85 | 18.3% p.a. | 16.3% p.a. | +1.98 pp | 84% of 49 |
| Parag Parikh Conservative Hybrid Fund PPFAS · Conservative Hybrid | debt portion | May 2021 | now | 63 | 9.7% p.a. | 8.0% p.a. | +1.67 pp | 100% of 27 |
| Parag Parikh Arbitrage Fund PPFAS · Arbitrage | debt portion | Oct 2023 | now | 34 | 7.1% p.a. | 7.4% p.a. | −0.28 pp | under 3 yrs |
| Parag Parikh Dynamic Asset Allocation Fund PPFAS · Dynamic Asset Allocation or Balanced Advantage | fund manager | Aug 2025 | now | 12 | 4.0% p.a. | 4.4% p.a. | −0.47 pp | under 3 yrs |
| Parag Parikh Large Cap Fund PPFAS · Large Cap | fund manager | Jan 2026 | now | 7 | −1.0% | −0.3% | −0.71 pp | under 3 yrs |
| Parag Parikh Dynamic Asset Allocation Fund PPFAS · Dynamic Asset Allocation or Balanced Advantage | debt portion | Feb 2024 | Jul 2024 | 6 | 7.5% | 10.7% | −3.18 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.