Satish Ramanathan
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 Large Cap Fund JMFINANCIAL · Large Cap | fund manager | Aug 2021 | now | 62 | 11.8% p.a. | 10.7% p.a. | +1.04 pp | 96% of 26 |
| JM Value Fund JMFINANCIAL · Value | fund manager | Aug 2021 | now | 62 | 15.7% p.a. | 14.1% p.a. | +1.66 pp | 85% of 26 |
| JM Flexi Cap Fund JMFINANCIAL · Flexi Cap | fund manager | Aug 2021 | now | 62 | 17.1% p.a. | 12.7% p.a. | +4.42 pp | 100% of 26 |
| JM Mid Cap Fund JMFINANCIAL · Mid Cap | fund manager | Nov 2022 | now | 47 | 23.6% p.a. | 19.1% p.a. | +4.49 pp | 100% of 11 |
| JM Aggressive Hybrid Fund JMFINANCIAL · Aggressive Hybrid | co-manager | Oct 2024 | now | 24 | −1.8% p.a. | 1.1% p.a. | −2.88 pp | under 3 yrs |
| JM Arbitrage Fund JMFINANCIAL · Arbitrage | co-manager | 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 | co-manager | Oct 2024 | now | 24 | 1.4% p.a. | −1.6% p.a. | +3.03 pp | under 3 yrs |
| JM Focused Fund JMFINANCIAL · Focused | co-manager | Oct 2024 | now | 24 | −0.9% p.a. | −0.1% p.a. | −0.86 pp | under 3 yrs |
| JM Small Cap Fund JMFINANCIAL · Small Cap | co-manager | Oct 2024 | now | 24 | 4.7% p.a. | 3.8% p.a. | +0.94 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
5 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.