Ritesh Lunawat
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 Ultra Short term Fund ICICIPRU · Ultra Short Duration | fund manager | Jun 2017 | now | 111 | 7.1% p.a. | 6.6% p.a. | +0.49 pp | 100% of 75 |
| ICICI Prudential Income plus Arbitrage Omni FOF ICICIPRU · FoF Domestic | fund manager | Dec 2020 | now | 69 | 10.4% p.a. | 12.8% p.a. | −2.39 pp | 15% of 33 |
| ICICI Prudential Diversified Debt Strategy Active FOF ICICIPRU · FoF Domestic | fund manager | Dec 2020 | now | 69 | 6.4% p.a. | 12.8% p.a. | −6.35 pp | 0% of 33 |
| ICICI Prudential Equity Savings Fund ICICIPRU · Equity Savings | fund manager | Dec 2020 | now | 69 | 8.5% p.a. | 9.2% p.a. | −0.62 pp | 3% of 33 |
| ICICI Prudential Passive Multi-Asset Fund of Funds ICICIPRU · FoF Domestic | fund manager | Jan 2022 | now | 56 | 12.4% p.a. | 12.2% p.a. | +0.19 pp | 20% of 20 |
| ICICI Prudential Aggressive Hybrid Active FOF ICICIPRU · FoF Domestic | fund manager | May 2023 | now | 40 | 17.9% p.a. | 15.1% p.a. | +2.81 pp | 100% of 4 |
| ICICI Prudential Dynamic Asset Allocation Active FOF ICICIPRU · FoF Domestic | fund manager | May 2023 | now | 40 | 13.0% p.a. | 15.1% p.a. | −2.03 pp | 0% of 4 |
| ICICI Prudential Medium to Long Term Fund ICICIPRU · Medium to Long Term | fund manager | Jan 2024 | now | 32 | 7.3% p.a. | 6.9% p.a. | +0.40 pp | under 3 yrs |
| ICICI Prudential Corporate Bond Fund ICICIPRU · Corporate Bond | fund manager | Jan 2024 | now | 32 | 7.6% p.a. | 7.5% p.a. | +0.12 pp | under 3 yrs |
| ICICI Prudential Floating Interest Rates Fund ICICIPRU · Floating Interest Rates | fund manager | Sep 2024 | now | 24 | 7.6% p.a. | 7.4% p.a. | +0.19 pp | under 3 yrs |
| ICICI Prudential US Bluechip Equity Fund ICICIPRU · Sectoral/ Thematic | fund manager | Sep 2024 | now | 24 | 15.4% p.a. | 2.3% p.a. | +13.20 pp | under 3 yrs |
| ICICI Prudential Global Stable Equity Fund (FOF) ICICIPRU · FoF Overseas | fund manager | Sep 2024 | now | 24 | 15.1% p.a. | 23.4% p.a. | −8.24 pp | under 3 yrs |
| ICICI Prudential Children's Fund ICICIPRU · Children's | fund manager | Dec 2020 | Apr 2023 | 29 | 14.7% p.a. | 14.4% p.a. | +0.34 pp | under 3 yrs |
| ICICI Prudential Balanced Advantage Fund ICICIPRU · Dynamic Asset Allocation or Balanced Advantage | fund manager | Dec 2020 | Dec 2023 | 37 | 14.9% p.a. | 14.3% p.a. | +0.56 pp | 100% of 1 |
| ICICI Prudential Medium Term Fund ICICIPRU · Medium Term | fund manager | Apr 2023 | Dec 2023 | 9 | 5.9% | 5.6% | +0.23 pp | under 3 yrs |
| ICICI Prudential Credit Risk Fund ICICIPRU · Credit Risk | fund manager | Apr 2023 | Dec 2023 | 9 | 6.0% | 5.7% | +0.34 pp | under 3 yrs |
| ICICI Prudential Conservative Hybrid Fund ICICIPRU · Conservative Hybrid | fund manager | May 2023 | Dec 2023 | 8 | 10.3% | 9.2% | +1.15 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
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.