Sunil Madhukar Patil
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 Aggressive Hybrid Fund UTI · Aggressive Hybrid | debt portion | Feb 2018 | Feb 2026 | 97 | 11.8% p.a. | 11.8% p.a. | 0.00 pp | 75% of 61 |
| UTI - Equity Savings Fund UTI · Equity Savings | debt portion | Aug 2018 | Feb 2026 | 91 | 9.9% p.a. | 9.9% p.a. | −0.04 pp | 60% of 55 |
| UTI Children's Hybrid Fund UTI · Children's | debt portion | Dec 2021 | Feb 2026 | 51 | 7.5% p.a. | 11.4% p.a. | −3.90 pp | 0% of 15 |
| UTI Retirement Fund UTI · Retirement | debt portion | Dec 2021 | Feb 2026 | 51 | 10.5% p.a. | 10.6% p.a. | −0.10 pp | 7% of 15 |
* 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
4 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. Nothing on this page ranks anyone.