Siddharth Chaudhary
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 |
|---|---|---|---|---|---|---|---|---|
| Bajaj Finserv Liquid Fund BAJAJ · Liquid | — | by Jun 2026† | now | ≥ 2 | 1.2% | 1.2% | +0.02 pp | under 3 yrs |
| Bajaj Finserv Money Market Fund BAJAJ · Money Market | — | by Jun 2026† | now | ≥ 2 | 1.6% | 1.6% | 0.00 pp | under 3 yrs |
| Bajaj Finserv Flexi Cap Fund BAJAJ · Flexi Cap | debt portion | by Jun 2026† | now | ≥ 2 | 6.1% | 4.8% | +1.32 pp | under 3 yrs |
| Bajaj Finserv Arbitrage Fund BAJAJ · Arbitrage | debt portion | by Jun 2026† | now | ≥ 1 | 0.9% | 0.9% | +0.02 pp | under 3 yrs |
| Bajaj Finserv Banking and PSU Debt Fund BAJAJ · Banking and PSU Debt | — | by Jun 2026† | now | ≥ 2 | 2.3% | 2.1% | +0.12 pp | under 3 yrs |
| Bajaj Finserv Balanced Advantage Fund BAJAJ · Dynamic Asset Allocation or Balanced Advantage | debt portion | by Jun 2026† | now | ≥ 2 | 5.8% | 3.5% | +2.35 pp | under 3 yrs |
| Bajaj Finserv Large & Mid Cap Fund BAJAJ · Large & Mid Cap | debt portion | by Jun 2026† | now | ≥ 2 | 5.0% | 4.5% | +0.43 pp | under 3 yrs |
| Bajaj Finserv Multi Asset Allocation Fund BAJAJ · Multi Asset Allocation | debt portion | by Jun 2026† | now | ≥ 2 | 2.5% | 1.0% | +1.51 pp | under 3 yrs |
| BAJAJ FINSERV LARGE CAP FUND BAJAJ · Large Cap | debt portion | by Jun 2026† | now | ≥ 2 | 5.5% | 4.8% | +0.70 pp | under 3 yrs |
| Bajaj Finserv Consumption Fund BAJAJ · Sectoral/ Thematic | debt portion | by Jun 2026† | now | ≥ 1 | 4.0% | 2.5% | +1.51 pp | under 3 yrs |
| Bajaj Finserv Healthcare Fund BAJAJ · Sectoral/ Thematic | debt portion | by Jun 2026† | now | ≥ 2 | 11.4% | 4.9% | +6.47 pp | under 3 yrs |
| Bajaj Finserv ELSS - Tax Saver Fund BAJAJ · ELSS | debt portion | by Jun 2026† | now | ≥ 2 | 3.8% | 4.6% | −0.83 pp | under 3 yrs |
| Bajaj Finserv Gilt Fund BAJAJ · Gilt | — | by Jun 2026† | now | ≥ 2 | 2.7% | 2.8% | −0.04 pp | under 3 yrs |
| Bajaj Finserv Multi Cap Fund BAJAJ · Multi Cap | debt portion | by Jun 2026† | now | ≥ 2 | 4.8% | 5.0% | −0.27 pp | under 3 yrs |
| Bajaj Finserv Small Cap Fund BAJAJ · Small Cap | debt portion | by Jun 2026† | now | ≥ 2 | 7.3% | 6.7% | +0.56 pp | under 3 yrs |
| Bajaj Finserv Equity Savings Fund BAJAJ · Equity Savings | debt portion | by Jun 2026† | now | ≥ 2 | 1.1% | 2.4% | −1.35 pp | under 3 yrs |
| Bajaj Finserv Banking and Financial Services Fund BAJAJ · Sectoral/ Thematic | debt portion | by Jun 2026† | now | ≥ 1 | 5.7% | 2.5% | +3.21 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. 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
13 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. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.