Rohit Lakhotia
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 Children's Fund ICICIPRU · Children's | fund manager | May 2023 | now | 40 | 16.7% p.a. | 14.3% p.a. | +2.36 pp | 100% of 4 |
| ICICI Prudential Banking and PSU Debt Fund ICICIPRU · Banking and PSU Debt | fund manager | May 2023 | now | 40 | 7.4% p.a. | 7.0% p.a. | +0.36 pp | 100% of 4 |
| ICICI Prudential Retirement Fund Hybrid Conservative Plan ICICIPRU · Retirement | fund manager | May 2023 | now | 40 | 11.9% p.a. | 12.5% p.a. | −0.61 pp | 50% of 4 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan ICICIPRU · Retirement | fund manager | May 2023 | now | 40 | 22.6% p.a. | 12.5% p.a. | +10.12 pp | 100% of 4 |
| ICICI Prudential Retirement Fund Pure Debt Plan ICICIPRU · Retirement | fund manager | May 2023 | now | 40 | 6.8% p.a. | 12.5% p.a. | −5.66 pp | 0% of 4 |
| ICICI Prudential Retirement Fund Pure Equity Plan ICICIPRU · Retirement | fund manager | Jun 2023 | now | 39 | 24.3% p.a. | 11.8% p.a. | +12.44 pp | 100% of 3 |
| ICICI Prudential Nifty G-Sec Dec 2030 Index Fund ICICIPRU · Index Funds | fund manager | Jun 2023 | now | 39 | 7.4% p.a. | 10.8% p.a. | −3.47 pp | 0% of 3 |
| ICICI Prudential Nifty 10 yr Benchmark G-sec ETF ICICIPRU · Other ETFs | fund manager | Jan 2024 | now | 32 | 6.6% p.a. | 7.0% p.a. | −0.46 pp | under 3 yrs |
| ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index -Dec 2026 Fund ICICIPRU · Index Funds | fund manager | Jan 2025 | now | 1 | — | — | — | under 3 yrs |
| ICICI Prudential Long Term Fund ICICIPRU · Long Term | fund manager | May 2023 | Dec 2023 | 8 | 3.8% | 3.4% | +0.39 pp | under 3 yrs |
| ICICI Prudential Gilt Fund ICICIPRU · Gilt | fund manager | May 2023 | Dec 2023 | 8 | 5.5% | 4.2% | +1.35 pp | under 3 yrs |
| ICICI Prudential Long Term Bond Fund- ICICIPRU · Long Duration | fund manager | May 2023 | Dec 2023 | 8 | — | — | — | under 3 yrs |
| ICICI Prudential Medium to Long Term Fund ICICIPRU · Medium to Long Term | fund manager | May 2023 | Dec 2023 | 8 | 5.0% | 4.1% | +0.87 pp | under 3 yrs |
| ICICI Prudential Corporate Bond Fund ICICIPRU · Corporate Bond | fund manager | May 2023 | Dec 2023 | 8 | 5.0% | 4.4% | +0.62 pp | under 3 yrs |
| ICICI Prudential 10 year Constant Maturity Gilt Fund ICICIPRU · 10-year Constant Maturity Gilt | fund manager | May 2023 | Dec 2023 | 8 | 4.1% | 4.1% | +0.02 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.