Sumit Bhatnagar
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 |
|---|---|---|---|---|---|---|---|---|
| LIC MF Large Cap Fund LIC · Large Cap | fund manager | by Feb 2026† | now | ≥ 7 | −1.1% | 0.3% | −1.36 pp | under 3 yrs |
| LIC MF Arbitrage Fund LIC · Arbitrage | fund manager | by Feb 2026† | now | ≥ 7 | 3.7% | 3.7% | +0.04 pp | under 3 yrs |
| LIC MF Gold Exchange Traded Fund LIC · Gold ETF | fund manager | by Feb 2026† | now | ≥ 7 | −99.0% | −5.9% | −93.14 pp | under 3 yrs |
| LIC MF Gold ETF Fund of Fund LIC · FoF Domestic | fund manager | by Feb 2026† | now | ≥ 7 | −7.0% | 1.1% | −8.12 pp | under 3 yrs |
| LIC MF Consumption Fund LIC · Sectoral/ Thematic | fund manager | by Feb 2026† | now | ≥ 7 | 4.9% | 7.9% | −3.05 pp | under 3 yrs |
| LIC MF ELSS Tax Saver Fund LIC · ELSS | fund manager | Apr 2026* | now | 4 | 15.3% | 15.2% | +0.11 pp | under 3 yrs |
| LIC MF Technology Fund LIC · Sectoral/ Thematic | fund manager | Apr 2026* | now | 5 | 15.9% | 18.7% | −2.82 pp | under 3 yrs |
| LIC MF Aggressive Hybrid Fund LIC · Aggressive Hybrid | fund manager | by Feb 2026† | May 2026 | ≥ 4 | −1.0% | −1.4% | +0.38 pp | under 3 yrs |
| LIC MF BSE Sensex Index Fund LIC · Index Funds | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −12.5% | −10.0% | −2.47 pp | under 3 yrs |
| LIC MF Nifty 50 Index Fund LIC · Index Funds | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −11.8% | −10.0% | −1.80 pp | under 3 yrs |
| LIC MF Nifty 50 ETF LIC · Other ETFs | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −11.8% | −10.9% | −0.85 pp | under 3 yrs |
| LIC MF BSE Sensex ETF LIC · Other ETFs | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −12.5% | −10.9% | −1.61 pp | under 3 yrs |
| LIC MF Nifty 100 ETF LIC · Other ETFs | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −11.6% | −10.9% | −0.72 pp | under 3 yrs |
| LIC MF Nifty Next 50 Index Fund LIC · Index Funds | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −10.8% | −10.0% | −0.75 pp | under 3 yrs |
| LIC MF Equity Savings Fund LIC · Equity Savings | fund manager | by Feb 2026† | May 2026 | ≥ 4 | 2.0% | −0.4% | +2.34 pp | under 3 yrs |
| LIC MF Focused Fund LIC · Focused | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −9.7% | −10.7% | +0.97 pp | under 3 yrs |
| LIC MF Value Fund LIC · Value | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −5.1% | −10.4% | +5.27 pp | under 3 yrs |
| LIC MF Nifty Midcap 100 ETF LIC · Other ETFs | fund manager | by Feb 2026† | Mar 2026 | ≥ 2 | −9.8% | −10.9% | +1.12 pp | under 3 yrs |
| LIC MF Conservative Hybrid Fund LIC · Conservative Hybrid | fund manager | Apr 2026* | May 2026 | 2 | 1.3% | 2.3% | −0.92 pp | under 3 yrs |
| LIC MF Infrastructure Fund LIC · Sectoral/ Thematic | fund manager | Apr 2026* | May 2026 | 2 | 19.4% | 11.4% | +7.96 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
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.