Sanjeev Sharma
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 |
|---|---|---|---|---|---|---|---|---|
| Quant Liquid Fund QUANT · Liquid | fund manager | by Jan 2024† | now | ≥ 31 | 6.8% p.a. | 6.9% p.a. | −0.18 pp | under 3 yrs |
| quant Overnight Fund QUANT · Overnight | fund manager | by Jan 2024† | now | ≥ 31 | 6.0% p.a. | 6.0% p.a. | 0.00 pp | under 3 yrs |
| quant Gilt Fund QUANT · Gilt | fund manager | by Jan 2024† | now | ≥ 31 | 6.3% p.a. | 6.7% p.a. | −0.39 pp | under 3 yrs |
| Quant Small Cap Fund QUANT · Small Cap | fund manager | by Feb 2024† | now | ≥ 30 | 8.4% p.a. | 11.4% p.a. | −2.95 pp | under 3 yrs |
| Quant Multi Cap Fund QUANT · Multi Cap | fund manager | by Feb 2024† | now | ≥ 30 | 4.0% p.a. | 11.4% p.a. | −7.35 pp | under 3 yrs |
| Quant Mid Cap Fund QUANT · Mid Cap | fund manager | by Feb 2024† | now | ≥ 30 | 5.1% p.a. | 14.0% p.a. | −8.82 pp | under 3 yrs |
| Quant Aggressive Hybrid Fund QUANT · Aggressive Hybrid | fund manager | by Feb 2024† | now | ≥ 30 | 10.1% p.a. | 9.5% p.a. | +0.63 pp | under 3 yrs |
| Quant Large & Mid Cap Fund QUANT · Large & Mid Cap | fund manager | by Feb 2024† | now | ≥ 30 | 8.6% p.a. | 11.3% p.a. | −2.79 pp | under 3 yrs |
| Quant Focused Fund QUANT · Focused | fund manager | by Feb 2024† | now | ≥ 30 | 7.9% p.a. | 10.3% p.a. | −2.38 pp | under 3 yrs |
| Quant Flexi Cap Fund QUANT · Flexi Cap | fund manager | by Feb 2024† | now | ≥ 30 | 8.5% p.a. | 10.4% p.a. | −1.89 pp | under 3 yrs |
| quant ESG Integration Strategy Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | 12.6% p.a. | 10.2% p.a. | +2.43 pp | under 3 yrs |
| quant Quantamental Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | 8.9% p.a. | 10.2% p.a. | −1.29 pp | under 3 yrs |
| Quant Value Fund QUANT · Value | fund manager | by Feb 2024† | now | ≥ 30 | 11.5% p.a. | 9.3% p.a. | +2.19 pp | under 3 yrs |
| quant Large Cap Fund QUANT · Large Cap | fund manager | by Feb 2024† | now | ≥ 30 | 8.3% p.a. | 8.8% p.a. | −0.49 pp | under 3 yrs |
| quant Dynamic Asset Allocation Fund QUANT · Dynamic Asset Allocation or Balanced Advantage | fund manager | by Feb 2024† | now | ≥ 30 | 6.4% p.a. | 8.4% p.a. | −1.93 pp | under 3 yrs |
| quant Business Cycle Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | 5.7% p.a. | 10.2% p.a. | −4.50 pp | under 3 yrs |
| quant BFSI Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | 15.3% p.a. | 10.2% p.a. | +5.13 pp | under 3 yrs |
| quant Healthcare Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | 13.4% p.a. | 10.2% p.a. | +3.23 pp | under 3 yrs |
| quant Manufacturing Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | 9.9% p.a. | 10.2% p.a. | −0.26 pp | under 3 yrs |
| quant Teck Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | −0.5% p.a. | 10.2% p.a. | −10.70 pp | under 3 yrs |
| quant Momentum Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | 9.3% p.a. | 10.2% p.a. | −0.85 pp | under 3 yrs |
| quant Commodities Fund QUANT · Sectoral/ Thematic | fund manager | by Feb 2024† | now | ≥ 30 | 15.1% p.a. | 10.2% p.a. | +4.89 pp | under 3 yrs |
| Quant Multi Asset Allocation Fund QUANT · Multi Asset Allocation | fund manager | by Mar 2024† | now | ≥ 29 | 16.4% p.a. | 13.9% p.a. | +2.40 pp | under 3 yrs |
| quant Consumption Fund QUANT · Sectoral/ Thematic | fund manager | by Mar 2024† | now | ≥ 29 | −1.2% p.a. | 9.5% p.a. | −10.76 pp | under 3 yrs |
| quant PSU Fund QUANT · Sectoral/ Thematic | fund manager | by Apr 2024† | now | ≥ 28 | 4.1% p.a. | 9.4% p.a. | −5.35 pp | under 3 yrs |
| Quant ELSS Tax Saver Fund QUANT · ELSS | fund manager | Mar 2025* | now | 17 | 23.4% p.a. | 12.7% p.a. | +10.69 pp | under 3 yrs |
| Quant Infrastructure Fund QUANT · Sectoral/ Thematic | fund manager | Mar 2025* | now | 17 | 20.4% p.a. | 16.0% p.a. | +4.46 pp | under 3 yrs |
| quant Arbitrage Fund QUANT · Arbitrage | fund manager | by Aug 2025† | now | ≥ 12 | 7.5% p.a. | 6.5% p.a. | +0.99 pp | under 3 yrs |
| quant Equity Savings Fund QUANT · Equity Savings | fund manager | by Sep 2025† | now | ≥ 11 | 8.0% | 4.8% | +3.17 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
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.