Sharmila D’mello
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 Global Stable Equity Fund (FOF) ICICIPRU · FoF Overseas | fund manager | Mar 2022 | May 2025 | 39 | 9.2% p.a. | 11.4% p.a. | −2.16 pp | 0% of 3 |
| ICICI Prudential NASDAQ 100 Index Fund ICICIPRU · Index Funds | fund manager | Mar 2022 | May 2025 | 39 | 17.8% p.a. | 13.5% p.a. | +4.28 pp | 100% of 3 |
| ICICI Prudential Passive Multi-Asset Fund of Funds ICICIPRU · FoF Domestic | fund manager | Mar 2022 | Mar 2024 | 25 | 13.4% p.a. | 12.8% p.a. | +0.68 pp | under 3 yrs |
| ICICI Prudential Strategic Metal and Energy Equity Fund of Fund ICICIPRU · FoF Overseas | fund manager | Mar 2022 | May 2025 | 39 | 14.8% p.a. | 11.4% p.a. | +3.39 pp | 33% of 3 |
| ICICI Prudential US Bluechip Equity Fund ICICIPRU · Sectoral/ Thematic | fund manager | Jun 2022 | Jun 2023 | 13 | 20.9% p.a. | 20.3% p.a. | +0.61 pp | under 3 yrs |
| ICICI Prudential US Bluechip Equity Fund ICICIPRU · Sectoral/ Thematic | fund manager | Jul 2022 | May 2025 | 35 | 15.9% p.a. | 24.1% p.a. | −8.25 pp | under 3 yrs |
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND ICICIPRU · Sectoral/ Thematic | fund manager | Oct 2022 | Aug 2023 | 11 | 22.4% | 15.7% | +6.71 pp | under 3 yrs |
| ICICI Prudential Multi Sector Passive FOF ICICIPRU · FoF Domestic | fund manager | Apr 2024 | May 2025 | 14 | 13.1% p.a. | 16.8% p.a. | −3.68 pp | under 3 yrs |
| ICICI Prudential Income plus Arbitrage Omni FOF ICICIPRU · FoF Domestic | fund manager | Apr 2024 | Mar 2025 | 12 | 11.8% p.a. | 14.3% p.a. | −2.59 pp | under 3 yrs |
| ICICI Prudential Global Advantage Fund (FOF) ICICIPRU · FoF Domestic | fund manager | Apr 2024 | May 2025 | 14 | 18.2% p.a. | 16.8% p.a. | +1.42 pp | under 3 yrs |
| ICICI Prudential Diversified Equity All Cap Omni FOF ICICIPRU · FoF Domestic | fund manager | Apr 2024 | May 2025 | 14 | 14.6% p.a. | 16.8% p.a. | −2.25 pp | under 3 yrs |
| ICICI Prudential Multi Asset Allocation Fund ICICIPRU · Multi Asset Allocation | fund manager | May 2024 | May 2025 | 13 | 13.6% p.a. | 12.8% p.a. | +0.86 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.