Rakesh She�y
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 2025 | now | 10 | 23.8% | 2.2% | +21.63 pp | under 3 yrs |
| Motilal Oswal Midcap Fund MOTILAL · Mid Cap | debt portion | Nov 2025 | now | 10 | 3.3% | 8.4% | −5.02 pp | under 3 yrs |
| Motilal Oswal Flexi Cap Fund MOTILAL · Flexi Cap | debt portion | Nov 2025 | now | 10 | 4.6% | 2.9% | +1.70 pp | under 3 yrs |
| Motilal Oswal Balanced Advantage Fund MOTILAL · Dynamic Asset Allocation or Balanced Advantage | debt portion | Nov 2025 | now | 10 | −1.1% | 2.2% | −3.35 pp | under 3 yrs |
| Motilal Oswal Large and Midcap Fund MOTILAL · Large & Mid Cap | debt portion | Nov 2025 | now | 10 | 9.4% | 3.7% | +5.70 pp | under 3 yrs |
| Motilal Oswal Small Cap Fund MOTILAL · Small Cap | debt portion | Nov 2025 | now | 10 | 20.1% | 12.7% | +7.44 pp | under 3 yrs |
| Motilal Oswal Large Cap Fund MOTILAL · Large Cap | debt portion | Nov 2025 | now | 10 | −2.2% | −1.4% | −0.88 pp | under 3 yrs |
| Motilal Oswal Multi Cap Fund MOTILAL · Multi Cap | debt portion | Nov 2025 | now | 10 | 11.4% | 6.7% | +4.71 pp | under 3 yrs |
| Motilal Oswal Manufacturing Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2025 | now | 10 | 3.5% | 4.4% | −0.94 pp | under 3 yrs |
| Motilal Oswal Business Cycle Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2025 | now | 10 | −0.5% | 4.4% | −4.92 pp | under 3 yrs |
| Motilal Oswal Digital India Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2025 | now | 10 | −2.7% | 4.4% | −7.13 pp | under 3 yrs |
| Motilal Oswal Innovation Opportunities Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2025 | now | 10 | 13.8% | 4.4% | +9.39 pp | under 3 yrs |
| Motilal Oswal Infrastructure Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2025 | now | 10 | 1.8% | 4.4% | −2.62 pp | under 3 yrs |
| Motilal Oswal Services Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2025 | now | 10 | 9.3% | 4.4% | +4.91 pp | under 3 yrs |
| Motilal Oswal Special Opportunities Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2025 | now | 10 | 15.3% | 4.4% | +10.87 pp | under 3 yrs |
| Motilal Oswal Consumption Fund MOTILAL · Sectoral/ Thematic | debt portion | Nov 2025 | now | 10 | 15.3% | 4.4% | +10.83 pp | under 3 yrs |
| Motilal Oswal Ultra Short Term Fund MOTILAL · Ultra Short Duration | fund manager | May 2026* | now | 4 | 2.2% | 2.4% | −0.19 pp | under 3 yrs |
| Motilal Oswal ELSS Tax Saver Fund MOTILAL · ELSS | debt portion | May 2026* | now | 4 | 9.6% | 5.2% | +4.31 pp | under 3 yrs |
| Motilal Oswal Quant Fund MOTILAL · Sectoral/ Thematic | debt portion | May 2026* | now | 4 | 3.2% | 7.3% | −4.07 pp | under 3 yrs |
| Motilal Oswal Arbitrage Fund MOTILAL · Arbitrage | debt portion | May 2026* | now | 4 | 2.4% | 2.1% | +0.29 pp | under 3 yrs |
| Motilal Oswal Active Momentum Fund MOTILAL · Sectoral/ Thematic | debt portion | May 2026* | now | 4 | 16.8% | 7.3% | +9.45 pp | under 3 yrs |
| Motilal Oswal Financial Services Fund MOTILAL · Sectoral/ Thematic | debt portion | May 2026* | now | 4 | 11.6% | 7.3% | +4.31 pp | under 3 yrs |
| Motilal Oswal Contra Fund MOTILAL · Contra | debt portion | May 2026* | now | 4 | 3.3% | 3.2% | +0.04 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
22 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.