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 |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Aggressive Hybrid Fund ICICIPRU · Aggressive Hybrid | fund manager | Apr 2021 | now | 65 | 18.2% p.a. | 13.0% p.a. | +5.17 pp | 100% of 29 |
| ICICI Prudential Multi Asset Allocation Fund ICICIPRU · Multi Asset Allocation | fund manager | Apr 2021 | now | 65 | 19.0% p.a. | 15.2% p.a. | +3.81 pp | 93% of 29 |
| ICICI Prudential Balanced Advantage Fund ICICIPRU · Dynamic Asset Allocation or Balanced Advantage | fund manager | Apr 2021 | now | 65 | 12.2% p.a. | 10.9% p.a. | +1.28 pp | 72% of 29 |
| ICICI Prudential Equity Savings Fund ICICIPRU · Equity Savings | fund manager | Apr 2021 | now | 65 | 7.8% p.a. | 8.6% p.a. | −0.73 pp | 3% of 29 |
| ICICI Prudential Exports & Services Fund ICICIPRU · Sectoral/ Thematic | fund manager | Apr 2023 | now | 41 | 19.8% p.a. | 19.3% p.a. | +0.49 pp | 100% of 5 |
| ICICI Prudential Conglomerate Fund ICICIPRU · Sectoral/ Thematic | fund manager | Jun 2026 | now | 3 | 5.5% | 6.6% | −1.08 pp | under 3 yrs |
| ICICI Prudential Bharat Consumption Fund ICICIPRU · Sectoral/ Thematic | fund manager | Apr 2022 | May 2022 | 2 | 2.7% | −4.0% | +6.74 pp | under 3 yrs |
| ICICI Prudential Bharat Consumption Fund ICICIPRU · Sectoral/ Thematic | fund manager | May 2022 | Sep 2024 | 29 | 30.7% p.a. | 29.3% p.a. | +1.40 pp | under 3 yrs |
| ICICI Prudential Small Cap Fund ICICIPRU · Small Cap | fund manager | Sep 2023 | Nov 2024 | 15 | 25.3% p.a. | 33.6% p.a. | −8.34 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
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.