Ritesh Jain
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 |
|---|---|---|---|---|---|---|---|---|
| HSBC Ultra Short to Short Term Fund HSBC · Ultra Short to Short Term | fund manager | by Jun 2021† | Sep 2021 | ≥ 4 | — | — | — | under 3 yrs |
| HSBC Medium to Long Term Fund HSBC · Medium to Long Term | fund manager | Oct 2021* | Feb 2022 | 5 | 0.3% | 0.7% | −0.42 pp | under 3 yrs |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | fund manager | Oct 2021* | Feb 2022 | 5 | 0.2% | 0.4% | −0.23 pp | under 3 yrs |
| HSBC Ultra Short Term Fund HSBC · Ultra Short Term | fund manager | Oct 2021* | Feb 2022 | 5 | 1.6% | 1.5% | +0.03 pp | under 3 yrs |
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund HSBC · Debt Funds | fund manager | Mar 2022* | Jun 2023 | 16 | 6.1% p.a. | 6.5% p.a. | −0.37 pp | under 3 yrs |
| HSBC Ultra Short to Short Term Fund HSBC · Ultra Short to Short Term | fund manager | Mar 2022* | Oct 2022 | 8 | — | — | — | under 3 yrs |
| HSBC Conservative Hybrid Fund HSBC · Conservative Hybrid | debt portion | Nov 2022* | Jun 2023 | 8 | 7.1% | 6.1% | +0.94 pp | under 3 yrs |
| HSBC Equity Savings Fund HSBC · Equity Savings | debt portion | by Nov 2022† | Jun 2023 | ≥ 8 | 8.0% | 4.7% | +3.25 pp | under 3 yrs |
| HSBC Balanced Advantage Fund HSBC · Dynamic Asset Allocation or Balanced Advantage | debt portion | by Nov 2022† | Jun 2023 | ≥ 8 | 5.7% | 5.5% | +0.19 pp | under 3 yrs |
| HSBC Arbitrage Fund HSBC · Arbitrage | debt portion | by Nov 2022† | Jun 2023 | ≥ 8 | 4.4% | 4.5% | −0.03 pp | under 3 yrs |
| HSBC CRISIL IBX Gilt June 2027 Index Fund HSBC · Debt Funds | fund manager | Mar 2023* | Jun 2023 | 4 | 2.1% | 2.2% | −0.12 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
4 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.