Santosh Singh
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 |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Balanced Advantage Fund MOTILAL · Dynamic Asset Allocation or Balanced Advantage | equity portion | Jan 2022 | Dec 2024 | 36 | 11.7% p.a. | 12.9% p.a. | −1.27 pp | — |
| Motilal Oswal Focused Fund MOTILAL · Focused | equity portion | Jul 2023* | Dec 2024 | 18 | 17.7% p.a. | 26.1% p.a. | −8.47 pp | under 3 yrs |
| Motilal Oswal Large Cap Fund MOTILAL · Large Cap | equity portion | Feb 2024* | Sep 2024 | 8 | 31.3% | 21.3% | +10.02 pp | under 3 yrs |
| Motilal Oswal Multi Cap Fund MOTILAL · Multi Cap | equity portion | Jun 2024* | Sep 2024 | 4 | 20.7% | 8.5% | +12.19 pp | under 3 yrs |
| Motilal Oswal Manufacturing Fund MOTILAL · Sectoral/ Thematic | equity portion | Aug 2024* | Nov 2024 | 4 | 6.5% | −3.0% | +9.47 pp | under 3 yrs |
| Motilal Oswal Business Cycle Fund MOTILAL · Sectoral/ Thematic | equity portion | Aug 2024* | Sep 2024 | 2 | — | — | — | under 3 yrs |
| Motilal Oswal Midcap Fund MOTILAL · Mid Cap | equity portion | Oct 2024* | Nov 2024 | 2 | 1.0% | −4.8% | +5.80 pp | under 3 yrs |
| Motilal Oswal ELSS Tax Saver Fund MOTILAL · ELSS | equity portion | Oct 2024* | Dec 2024 | 3 | 2.0% | −5.5% | +7.58 pp | under 3 yrs |
| Motilal Oswal Large and Midcap Fund MOTILAL · Large & Mid Cap | equity portion | Oct 2024* | Dec 2024 | 3 | 2.8% | −4.7% | +7.42 pp | under 3 yrs |
| Motilal Oswal Small Cap Fund MOTILAL · Small Cap | equity portion | Oct 2024* | Dec 2024 | 3 | 6.5% | −3.2% | +9.64 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
10 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.