Sharwan Kumar Goyal
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 |
|---|---|---|---|---|---|---|---|---|
| UTI - Nifty Next 50 Index Fund UTI · Equity Funds | fund manager | Jun 2018 | now | 99 | 15.7% p.a. | 14.0% p.a. | +1.78 pp | 100% of 29 |
| UTI Nifty 50 Index Fund UTI · Index Funds | fund manager | Jul 2018 | now | 98 | 11.5% p.a. | 11.9% p.a. | −0.38 pp | 66% of 62 |
| UTI Nifty 50 ETF UTI · Equity ETF | fund manager | Jul 2018 | now | 98 | −16.0% p.a. | 12.0% p.a. | −28.07 pp | 39% of 62 |
| UTI BSE Sensex ETF UTI · Equity ETF | fund manager | Jul 2018 | now | 98 | 10.9% p.a. | 12.0% p.a. | −1.15 pp | 40% of 62 |
| UTI - Nifty Next 50 Exchange Traded Fund UTI · Equity ETF | fund manager | Jul 2018 | now | 98 | −14.4% p.a. | 12.0% p.a. | −26.48 pp | 48% of 62 |
| UTI - BSE Sensex Next 50 Exchange Traded Fund UTI · Equity ETF | fund manager | Feb 2019 | now | 91 | −15.7% p.a. | 12.0% p.a. | −27.66 pp | 57% of 54 |
| UTI Nifty Bank ETF UTI · Equity ETF | fund manager | Sep 2020 | now | 72 | −19.4% p.a. | 15.8% p.a. | −35.20 pp | 22% of 36 |
| UTI - Arbitrage Fund UTI · Arbitrage | equity portion | Dec 2020 | now | 69 | 6.4% p.a. | 6.3% p.a. | +0.08 pp | 100% of 33 |
| UTI Nifty 200 Momentum 30 Index Fund UTI · Equity Funds | fund manager | Mar 2021 | now | 66 | 13.6% p.a. | 14.0% p.a. | −0.39 pp | 83% of 29 |
| UTI Multi Asset Allocation Fund UTI · Multi Asset Allocation | fund manager | Nov 2021 | now | 58 | 14.3% p.a. | 13.3% p.a. | +0.95 pp | 100% of 22 |
| UTI BSE Sensex Index Fund UTI · Equity Funds | fund manager | Jan 2022 | now | 56 | 8.3% p.a. | 12.4% p.a. | −4.10 pp | 0% of 19 |
| UTI BSE Low Volatility Index Fund UTI · Equity Funds | fund manager | Mar 2022 | now | 54 | 11.1% p.a. | 11.7% p.a. | −0.60 pp | 17% of 18 |
| UTI Nifty Midcap 150 Quality 50 Index Fund UTI · Equity Funds | fund manager | Apr 2022 | now | 53 | 10.3% p.a. | 12.1% p.a. | −1.81 pp | 0% of 17 |
| UTI Gold ETF Fund of Fund UTI · FoF Domestic | fund manager | Oct 2022 | now | 47 | 32.9% p.a. | 14.2% p.a. | +18.75 pp | 100% of 11 |
| UTI Silver ETF Fund of Fund UTI · FoF Domestic | fund manager | Apr 2023 | now | 41 | 33.9% p.a. | 15.1% p.a. | +18.79 pp | 100% of 5 |
| UTI Nifty 500 Value 50 Index Fund UTI · Equity Funds | fund manager | May 2023 | now | 40 | 27.9% p.a. | 15.2% p.a. | +12.71 pp | 100% of 4 |
| UTI Nifty50 Equal Weight Index Fund UTI · Equity Funds | fund manager | Jun 2023 | now | 39 | 13.5% p.a. | 14.1% p.a. | −0.65 pp | 33% of 3 |
| UTI BSE Housing Index Fund UTI · Equity Funds | fund manager | Jun 2023 | now | 39 | 11.5% p.a. | 14.1% p.a. | −2.64 pp | 0% of 3 |
| UTI Nifty Midcap 150 Exchange Traded Fund UTI · Equity ETF | fund manager | Aug 2023 | now | 37 | 16.8% p.a. | 10.9% p.a. | +5.91 pp | under 3 yrs |
| UTI Nifty IT ETF UTI · Equity ETF | fund manager | Jan 2024 | now | 32 | −4.2% p.a. | 7.6% p.a. | −11.82 pp | under 3 yrs |
| UTI Nifty 200 Quality 30 Index Fund UTI · Equity Funds | fund manager | Sep 2024 | now | 24 | −5.3% p.a. | −0.9% p.a. | −4.31 pp | under 3 yrs |
| UTI Nifty Private Bank Index Fund UTI · Equity Funds | fund manager | Sep 2024 | now | 24 | 3.0% p.a. | −0.9% p.a. | +3.92 pp | under 3 yrs |
| UTI Nifty Alpha Low-Volatility 30 Index Fund UTI · Equity Funds | fund manager | Nov 2024 | now | 22 | 0.3% p.a. | 4.1% p.a. | −3.84 pp | under 3 yrs |
| UTI Nifty Midcap 150 Index Fund UTI · Equity Funds | fund manager | Nov 2024 | now | 22 | 6.8% p.a. | 4.1% p.a. | +2.70 pp | under 3 yrs |
| UTI Quant Fund UTI · Sectoral/ Thematic | fund manager | Jan 2025 | now | 20 | 4.5% p.a. | 8.8% p.a. | −4.22 pp | under 3 yrs |
| UTI Nifty India Manufacturing Index Fund UTI · Equity Funds | fund manager | Feb 2025 | now | 19 | 23.6% p.a. | 14.2% p.a. | +9.40 pp | under 3 yrs |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund UTI · Equity Funds | fund manager | Feb 2025 | now | 19 | 18.5% p.a. | 14.2% p.a. | +4.27 pp | under 3 yrs |
| UTI - Gold Exchange Traded Fund UTI · Gold ETF | fund manager | May 2025 | now | 16 | 43.4% p.a. | 43.8% p.a. | −0.43 pp | under 3 yrs |
| UTI Silver Exchange Traded Fund UTI · Silver ETF | fund manager | May 2025 | now | 16 | 95.6% p.a. | 96.2% p.a. | −0.65 pp | under 3 yrs |
| UTI Nifty500 Shariah Index Fund UTI · Equity Funds | fund manager | Feb 2026 | now | 7 | 3.5% | 3.2% | +0.27 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
1 of these stints is 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.