Sachin Trivedi
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 |
|---|---|---|---|---|---|---|---|---|
| UTI - Transportation and Logistics Fund UTI · Sectoral/ Thematic | fund manager | Sep 2016 | now | 120 | 13.2% p.a. | 14.3% p.a. | −1.10 pp | 62% of 84 |
| UTI - Infrastructure Fund UTI · Sectoral/ Thematic | fund manager | Sep 2021 | now | 60 | 13.9% p.a. | 14.0% p.a. | −0.13 pp | 96% of 24 |
| UTI Balanced Advantage Fund UTI · Dynamic Asset Allocation or Balanced Advantage | equity portion | Aug 2023 | now | 37 | 9.6% p.a. | 10.8% p.a. | −1.19 pp | 0% of 1 |
| UTI Children's Hybrid Fund UTI · Children's | equity portion | Jun 2025 | now | 15 | 0.7% p.a. | 4.9% p.a. | −4.27 pp | under 3 yrs |
| UTI Children's Equity Fund UTI · Children's | equity portion | Jun 2025 | now | 15 | −0.7% p.a. | 4.9% p.a. | −5.60 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
3 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.