Rakesh Shetty
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 |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Focused Fund MOTILAL · Focused | debt portion | Nov 2022* | now | 46 | 14.1% p.a. | 14.2% p.a. | −0.03 pp | 10% of 10 |
| Motilal Oswal Ultra Short Term Fund MOTILAL · Ultra Short Duration | fund manager | Nov 2022* | now | 46 | 6.4% p.a. | 7.3% p.a. | −0.90 pp | 0% of 10 |
| Motilal Oswal Midcap Fund MOTILAL · Mid Cap | debt portion | Nov 2022* | now | 46 | 21.6% p.a. | 20.2% p.a. | +1.47 pp | 50% of 10 |
| Motilal Oswal Flexi Cap Fund MOTILAL · Flexi Cap | debt portion | Nov 2022* | now | 46 | 18.8% p.a. | 15.1% p.a. | +3.70 pp | 100% of 10 |
| Motilal Oswal ELSS Tax Saver Fund MOTILAL · ELSS | debt portion | Nov 2022* | now | 46 | 23.5% p.a. | 13.3% p.a. | +10.23 pp | 100% of 10 |
| Motilal Oswal Nasdaq 100 Fund of Fund MOTILAL · FoF Domestic | debt portion | Nov 2022* | now | 46 | 39.0% p.a. | 14.2% p.a. | +24.85 pp | 100% of 10 |
| Motilal Oswal Large and Midcap Fund MOTILAL · Large & Mid Cap | debt portion | Nov 2022* | now | 46 | 25.1% p.a. | 16.5% p.a. | +8.64 pp | 100% of 10 |
| Motilal Oswal S&P 500 Index Fund MOTILAL · Index Funds | debt portion | Nov 2022* | now | 46 | 24.2% p.a. | 10.0% p.a. | +14.18 pp | 100% of 10 |
| Motilal Oswal Nifty 5 year benchmark G-Sec ETF MOTILAL · Other ETFs | fund manager | Nov 2022* | now | 46 | 7.5% p.a. | 11.1% p.a. | −3.57 pp | 0% of 10 |
| Motilal Oswal Asset Allocation Fund of Fund- Conservative MOTILAL · FoF Domestic | fund manager | Nov 2022* | now | 46 | 13.4% p.a. | 14.2% p.a. | −0.81 pp | 0% of 10 |
| Motilal Oswal 5 Year G-Sec Fund of Fund MOTILAL · FoF Domestic | fund manager | Nov 2022* | now | 46 | 7.3% p.a. | 14.2% p.a. | −6.88 pp | 0% of 10 |
| Motilal Oswal Nasdaq Q50 ETF MOTILAL · Other ETFs | debt portion | by Nov 2022† | now | ≥ 46 | 24.8% p.a. | 11.1% p.a. | +13.70 pp | 100% of 10 |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund MOTILAL · Index Funds | debt portion | by Nov 2022† | now | ≥ 46 | 12.6% p.a. | 10.0% p.a. | +2.57 pp | 100% of 10 |
| Motilal Oswal Nifty 200 Momentum 30 ETF MOTILAL · Other ETFs | debt portion | by Nov 2022† | now | ≥ 46 | 12.6% p.a. | 11.1% p.a. | +1.53 pp | 100% of 10 |
| Motilal Oswal BSE Low Volatility Index Fund MOTILAL · Index Funds | debt portion | by Nov 2022† | now | ≥ 46 | 10.7% p.a. | 10.0% p.a. | +0.66 pp | 80% of 10 |
| Motilal Oswal BSE Low Volatility ETF MOTILAL · Other ETFs | debt portion | by Nov 2022† | now | ≥ 46 | 11.0% p.a. | 11.1% p.a. | −0.10 pp | 60% of 10 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund MOTILAL · Index Funds | fund manager | by Nov 2022† | now | ≥ 46 | 17.2% p.a. | 10.0% p.a. | +7.16 pp | 100% of 10 |
| Motilal Oswal BSE Healthcare ETF MOTILAL · Other ETFs | debt portion | by Nov 2022† | now | ≥ 46 | 22.6% p.a. | 11.1% p.a. | +11.51 pp | 100% of 10 |
| Motilal Oswal BSE Enhanced Value ETF MOTILAL · Other ETFs | debt portion | by Nov 2022† | now | ≥ 46 | 28.0% p.a. | 11.1% p.a. | +16.87 pp | 100% of 10 |
| Motilal Oswal BSE Enhanced Value Index Fund MOTILAL · Index Funds | debt portion | by Nov 2022† | now | ≥ 46 | 27.4% p.a. | 10.0% p.a. | +17.37 pp | 100% of 10 |
| Motilal Oswal BSE Quality ETF MOTILAL · Other ETFs | debt portion | by Nov 2022† | now | ≥ 46 | 14.8% p.a. | 11.1% p.a. | +3.69 pp | 100% of 10 |
| Motilal Oswal BSE Quality Index Fund MOTILAL · Index Funds | fund manager | by Nov 2022† | now | ≥ 46 | 14.7% p.a. | 10.0% p.a. | +4.61 pp | 100% of 10 |
| Motilal Oswal Gold and Silver Passive Fund of Funds MOTILAL · FoF Domestic | fund manager | Nov 2022* | now | 46 | 35.0% p.a. | 14.2% p.a. | +20.86 pp | 100% of 10 |
| Motilal Oswal Balanced Advantage Fund MOTILAL · Dynamic Asset Allocation or Balanced Advantage | debt portion | Mar 2023* | now | 42 | 9.5% p.a. | 12.5% p.a. | −3.00 pp | 0% of 6 |
| Motilal Oswal Nifty 500 ETF MOTILAL · Other ETFs | debt portion | Sep 2023* | now | 36 | 13.3% p.a. | 11.9% p.a. | +1.49 pp | under 3 yrs |
| Motilal Oswal Small Cap Fund MOTILAL · Small Cap | debt portion | Dec 2023* | now | 33 | 23.7% p.a. | 14.0% p.a. | +9.72 pp | under 3 yrs |
| Motilal Oswal Large Cap Fund MOTILAL · Large Cap | debt portion | Feb 2024* | now | 31 | 14.4% p.a. | 7.7% p.a. | +6.70 pp | under 3 yrs |
| Motilal Oswal Nifty Realty ETF MOTILAL · Other ETFs | debt portion | Apr 2024* | now | 29 | 0.3% p.a. | 6.4% p.a. | −6.11 pp | under 3 yrs |
| Motilal Oswal Nifty Smallcap 250 ETF MOTILAL · Other ETFs | debt portion | Apr 2024* | now | 29 | 11.0% p.a. | 6.4% p.a. | +4.58 pp | under 3 yrs |
| Motilal Oswal Multi Cap Fund MOTILAL · Multi Cap | debt portion | Jun 2024* | now | 27 | 19.9% p.a. | 6.8% p.a. | +13.02 pp | under 3 yrs |
| Motilal Oswal Quant Fund MOTILAL · Sectoral/ Thematic | debt portion | Jun 2024* | now | 27 | −0.1% p.a. | 5.0% p.a. | −5.06 pp | under 3 yrs |
| Motilal Oswal Nifty India Defence Index Fund MOTILAL · Index Funds | fund manager | Jul 2024* | now | 26 | 12.4% p.a. | 1.6% p.a. | +10.77 pp | under 3 yrs |
| Motilal Oswal Manufacturing Fund MOTILAL · Sectoral/ Thematic | debt portion | Aug 2024* | now | 25 | 8.6% p.a. | 2.3% p.a. | +6.33 pp | under 3 yrs |
| Motilal Oswal Business Cycle Fund MOTILAL · Sectoral/ Thematic | debt portion | Aug 2024* | now | 25 | 8.0% p.a. | 1.1% p.a. | +6.92 pp | under 3 yrs |
| Motilal Oswal Nifty India Defence ETF MOTILAL · Other ETFs | debt portion | Aug 2024* | now | 25 | 18.6% p.a. | 0.8% p.a. | +17.86 pp | under 3 yrs |
| Motilal Oswal Nifty 500 Momentum 50 ETF MOTILAL · Other ETFs | debt portion | Sep 2024* | now | 24 | −7.2% p.a. | −0.4% p.a. | −6.83 pp | under 3 yrs |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund MOTILAL · Index Funds | fund manager | Sep 2024* | now | 24 | −7.0% p.a. | 0.7% p.a. | −7.66 pp | under 3 yrs |
| Motilal Oswal Digital India Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2024* | now | 22 | 0.4% p.a. | 4.3% p.a. | −3.92 pp | under 3 yrs |
| Motilal Oswal Nifty MidSmall Healthcare Index Fund MOTILAL · Index Funds | fund manager | Nov 2024* | now | 22 | 13.2% p.a. | 3.2% p.a. | +9.95 pp | under 3 yrs |
| Motilal Oswal Nifty MidSmall India Consumption Index Fund MOTILAL · Index Funds | fund manager | Nov 2024* | now | 22 | −2.4% p.a. | 3.2% p.a. | −5.57 pp | under 3 yrs |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund MOTILAL · Index Funds | fund manager | Nov 2024* | now | 22 | 24.2% p.a. | 3.2% p.a. | +21.02 pp | under 3 yrs |
| Motilal Oswal Nifty MidSmall IT and Telecom Index Fund MOTILAL · Index Funds | fund manager | Nov 2024* | now | 22 | −2.7% p.a. | 3.2% p.a. | −5.95 pp | under 3 yrs |
| Motilal Oswal Nifty 50 ETF MOTILAL · Other ETFs | debt portion | Dec 2024* | now | 21 | 1.1% p.a. | 2.9% p.a. | −1.80 pp | under 3 yrs |
| Motilal Oswal Nifty Midcap 100 ETF MOTILAL · Other ETFs | debt portion | Dec 2024* | now | 21 | 8.3% p.a. | 2.9% p.a. | +5.38 pp | under 3 yrs |
| Motilal Oswal Liquid Fund MOTILAL · Liquid | fund manager | by Dec 2024† | now | ≥ 20 | 6.3% p.a. | 6.7% p.a. | −0.37 pp | under 3 yrs |
| Motilal Oswal Nifty Bank Index Fund MOTILAL · Index Funds | debt portion | Dec 2024* | now | 21 | 7.0% p.a. | 3.2% p.a. | +3.80 pp | under 3 yrs |
| Motilal Oswal Nifty Midcap 150 Index Fund MOTILAL · Index Funds | debt portion | Dec 2024* | now | 21 | 7.5% p.a. | 3.2% p.a. | +4.26 pp | under 3 yrs |
| Motilal Oswal Nifty Smallcap 250 Index Fund MOTILAL · Index Funds | debt portion | Dec 2024* | now | 21 | 2.4% p.a. | 3.2% p.a. | −0.80 pp | under 3 yrs |
| Motilal Oswal Nifty 500 Index Fund MOTILAL · Index Funds | debt portion | Dec 2024* | now | 21 | 2.8% p.a. | 3.2% p.a. | −0.37 pp | under 3 yrs |
| Motilal Oswal Nifty 50 Index Fund MOTILAL · Index Funds | debt portion | Dec 2024* | now | 21 | 1.0% p.a. | 3.2% p.a. | −2.24 pp | under 3 yrs |
| Motilal Oswal Nifty Next 50 Index Fund MOTILAL · Index Funds | debt portion | Dec 2024* | now | 21 | 3.2% p.a. | 3.2% p.a. | −0.04 pp | under 3 yrs |
| Motilal Oswal Nifty Microcap 250 Index Fund MOTILAL · Index Funds | debt portion | Dec 2024* | now | 21 | 2.4% p.a. | 3.2% p.a. | −0.80 pp | under 3 yrs |
| Motilal Oswal Nifty Capital Market Index Fund MOTILAL · Index Funds | debt portion | Dec 2024* | now | 21 | 20.7% p.a. | 3.3% p.a. | +17.42 pp | under 3 yrs |
| Motilal Oswal Arbitrage Fund MOTILAL · Arbitrage | debt portion | Dec 2024* | now | 21 | 7.3% p.a. | 6.8% p.a. | +0.56 pp | under 3 yrs |
| Motilal Oswal Innovation Opportunities Fund MOTILAL · Sectoral/ Thematic | debt portion | Feb 2025* | now | 19 | 32.0% p.a. | 16.2% p.a. | +15.77 pp | under 3 yrs |
| Motilal Oswal Active Momentum Fund MOTILAL · Sectoral/ Thematic | debt portion | Mar 2025* | now | 18 | 30.0% p.a. | 11.9% p.a. | +18.05 pp | under 3 yrs |
| Motilal Oswal Nifty Capital Market ETF MOTILAL · Other ETFs | debt portion | by Mar 2025† | now | ≥ 18 | 40.2% p.a. | 6.7% p.a. | +33.49 pp | under 3 yrs |
| Motilal Oswal Infrastructure Fund MOTILAL · Sectoral/ Thematic | debt portion | May 2025* | now | 16 | 12.5% p.a. | 7.7% p.a. | +4.78 pp | under 3 yrs |
| Motilal Oswal Nifty 50 Equal Weight ETF MOTILAL · Other ETFs | debt portion | by May 2025† | now | ≥ 16 | 6.4% p.a. | 3.2% p.a. | +3.19 pp | under 3 yrs |
| Motilal Oswal Nifty Next 50 ETF MOTILAL · Other ETFs | debt portion | by May 2025† | now | ≥ 16 | 9.1% p.a. | 3.2% p.a. | +5.87 pp | under 3 yrs |
| Motilal Oswal BSE India Infrastructure ETF MOTILAL · Other ETFs | debt portion | by May 2025† | now | ≥ 16 | −2.3% p.a. | 3.2% p.a. | −5.44 pp | under 3 yrs |
| Motilal Oswal Nifty India Manufacturing ETF MOTILAL · Other ETFs | debt portion | by May 2025† | now | ≥ 16 | 13.9% p.a. | 3.2% p.a. | +10.76 pp | under 3 yrs |
| Motilal Oswal Services Fund MOTILAL · Sectoral/ Thematic | debt portion | Jun 2025* | now | 15 | 13.3% p.a. | 5.2% p.a. | +8.16 pp | under 3 yrs |
| Motilal Oswal BSE 1000 Index Fund MOTILAL · Index Funds | debt portion | Jun 2025* | now | 15 | 2.9% p.a. | 2.0% p.a. | +0.89 pp | under 3 yrs |
| Motilal Oswal Nifty PSE ETF MOTILAL · Other ETFs | debt portion | by Jun 2025† | now | ≥ 15 | −1.8% p.a. | 0.5% p.a. | −2.37 pp | under 3 yrs |
| Motilal Oswal Nifty India Tourism ETF MOTILAL · Other ETFs | debt portion | by Jun 2025† | now | ≥ 15 | −13.2% p.a. | 0.5% p.a. | −13.72 pp | under 3 yrs |
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF MOTILAL · Other ETFs | debt portion | by Jun 2025† | now | ≥ 15 | 5.8% p.a. | 3.2% p.a. | +2.56 pp | under 3 yrs |
| Motilal Oswal Nifty Alpha 50 ETF MOTILAL · Other ETFs | debt portion | by Jul 2025† | now | ≥ 14 | 8.8% p.a. | 3.2% p.a. | +5.61 pp | under 3 yrs |
| Motilal Oswal Gold ETF MOTILAL · Gold ETF | debt portion | by Jul 2025† | now | ≥ 14 | 50.4% p.a. | 50.6% p.a. | −0.23 pp | under 3 yrs |
| Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF MOTILAL · FoF Overseas | debt portion | by Aug 2025† | now | ≥ 13 | 35.1% p.a. | 26.8% p.a. | +8.31 pp | under 3 yrs |
| Motilal Oswal Special Opportunities Fund MOTILAL · Sectoral/ Thematic | debt portion | Aug 2025* | now | 13 | 24.0% p.a. | 9.5% p.a. | +14.50 pp | under 3 yrs |
| Motilal Oswal Silver ETF MOTILAL · Other ETFs | debt portion | by Aug 2025† | now | ≥ 13 | 97.6% p.a. | 4.8% p.a. | +92.80 pp | under 3 yrs |
| Motilal Oswal Consumption Fund MOTILAL · Sectoral/ Thematic | debt portion | Oct 2025* | now | 11 | 15.3% | 4.4% | +10.83 pp | under 3 yrs |
| Motilal Oswal Financial Services Fund MOTILAL · Sectoral/ Thematic | debt portion | Feb 2026* | now | 7 | 11.2% | 6.3% | +4.93 pp | under 3 yrs |
| Motilal Oswal Nifty 100 ETF MOTILAL · Other ETFs | debt portion | by Mar 2026† | now | ≥ 6 | −2.1% | −0.1% | −2.01 pp | under 3 yrs |
| Motilal Oswal Nifty Energy ETF MOTILAL · Other ETFs | debt portion | by Mar 2026† | now | ≥ 6 | 2.5% | −0.1% | +2.62 pp | under 3 yrs |
| Motilal Oswal BSE Select IPO ETF MOTILAL · Other ETFs | debt portion | by Mar 2026† | now | ≥ 6 | 16.1% | −0.1% | +16.19 pp | under 3 yrs |
| Motilal Oswal Nifty Services Sector ETF MOTILAL · Other ETFs | debt portion | by Mar 2026† | now | ≥ 6 | −4.0% | −0.1% | −3.95 pp | under 3 yrs |
| Motilal Oswal Nifty MNC ETF MOTILAL · Other ETFs | debt portion | by Mar 2026† | now | ≥ 6 | 4.8% | −0.1% | +4.86 pp | under 3 yrs |
| Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds MOTILAL · FoF Domestic | debt portion | by Mar 2026† | now | ≥ 6 | 7.3% | 0.8% | +6.41 pp | under 3 yrs |
| Motilal Oswal Multi Factor Passive Fund of Funds MOTILAL · FoF Domestic | debt portion | Mar 2026* | now | 6 | 11.5% | 10.2% | +1.36 pp | under 3 yrs |
| Motilal Oswal BSE Top 10 Banks ETF MOTILAL · Other ETFs | debt portion | Apr 2026* | now | 5 | 4.2% | 3.4% | +0.73 pp | under 3 yrs |
| Motilal Oswal Multi Asset Passive Fund of Fund MOTILAL · FoF Domestic | debt portion | by Jun 2026† | now | ≥ 3 | 0.6% | 3.5% | −2.84 pp | under 3 yrs |
| Motilal Oswal Contra Fund MOTILAL · Contra | debt portion | Jun 2026* | now | 3 | 3.3% | 3.2% | +0.04 pp | under 3 yrs |
| Motilal Oswal BSE Clean Environment Index Fund MOTILAL · Index Funds | debt portion | Jun 2026* | now | 3 | −1.4% | 0.4% | −1.80 pp | under 3 yrs |
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund MOTILAL · Index Funds | debt portion | Jul 2026* | now | 2 | 4.1% | 0.4% | +3.70 pp | under 3 yrs |
| Motilal Oswal Nifty Metal ETF MOTILAL · Equity ETF | debt portion | Aug 2026* | now | 1 | — | — | — | under 3 yrs |
| Motilal Oswal Nifty Oil & Gas ETF MOTILAL · Equity ETF | debt portion | Aug 2026* | now | 1 | — | — | — | 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
74 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. 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.