Ruchi Fozdar
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 |
|---|---|---|---|---|---|---|---|---|
| JM Medium to Long Term Fund JMFINANCIAL · Medium to Long Term | co-manager | Apr 2024 | now | 30 | 6.1% p.a. | 6.3% p.a. | −0.17 pp | under 3 yrs |
| JM Liquid Fund JMFINANCIAL · Liquid | co-manager | Apr 2024 | now | 30 | 6.7% p.a. | 6.8% p.a. | −0.08 pp | under 3 yrs |
| JM Short Term Fund-closed JMFINANCIAL · Short Term | co-manager | Apr 2024 | now | 30 | — | — | — | under 3 yrs |
| JM Short Term Fund JMFINANCIAL · Short Duration | co-manager | Apr 2024 | now | 30 | 7.0% p.a. | 7.0% p.a. | +0.06 pp | under 3 yrs |
| JM Dynamic Term Fund JMFINANCIAL · Dynamic Term | co-manager | Apr 2024 | now | 30 | 6.4% p.a. | 6.5% p.a. | −0.16 pp | under 3 yrs |
| JM Ultra Short to Short Term Fund JMFINANCIAL · Ultra Short to Short Term | co-manager | Apr 2024 | now | 30 | 7.2% p.a. | 7.2% p.a. | −0.02 pp | under 3 yrs |
| JM Overnight Fund JMFINANCIAL · Overnight | co-manager | Apr 2024 | now | 30 | 5.7% p.a. | 5.8% p.a. | −0.11 pp | under 3 yrs |
| JM Large Cap Fund JMFINANCIAL · Large Cap | debt portion | Oct 2024 | now | 24 | −3.4% p.a. | −1.8% p.a. | −1.60 pp | under 3 yrs |
| JM Aggressive Hybrid Fund JMFINANCIAL · Aggressive Hybrid | debt portion | Oct 2024 | now | 24 | −1.8% p.a. | 1.1% p.a. | −2.88 pp | under 3 yrs |
| JM Value Fund JMFINANCIAL · Value | debt portion | Oct 2024 | now | 24 | −4.7% p.a. | −1.3% p.a. | −3.41 pp | under 3 yrs |
| JM Arbitrage Fund JMFINANCIAL · Arbitrage | debt portion | Oct 2024 | now | 24 | 6.5% p.a. | 6.8% p.a. | −0.31 pp | under 3 yrs |
| JM ELSS - Tax Saver Fund JMFINANCIAL · ELSS | debt portion | Oct 2024 | now | 24 | 1.4% p.a. | −1.6% p.a. | +3.03 pp | under 3 yrs |
| JM Focused Fund JMFINANCIAL · Focused | debt portion | Oct 2024 | now | 24 | −0.9% p.a. | −0.1% p.a. | −0.86 pp | under 3 yrs |
| JM Flexi Cap Fund JMFINANCIAL · Flexi Cap | debt portion | Oct 2024 | now | 24 | −3.3% p.a. | 0.4% p.a. | −3.73 pp | under 3 yrs |
| JM Mid Cap Fund JMFINANCIAL · Mid Cap | debt portion | Oct 2024 | now | 24 | 3.3% p.a. | 3.0% p.a. | +0.22 pp | under 3 yrs |
| JM Small Cap Fund JMFINANCIAL · Small Cap | debt portion | Oct 2024 | now | 24 | 4.7% p.a. | 3.8% p.a. | +0.94 pp | under 3 yrs |
| JM Large & Mid Cap Fund JMFINANCIAL · Large & Mid Cap | debt portion | Jul 2025 | now | 15 | 6.7% p.a. | 4.0% p.a. | +2.66 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
17 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.