Sunil Sawant
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 |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nasdaq 100 ETF MOTILAL · Other ETFs | fund manager | Jul 2024 | Sep 2025 | 15 | 26.0% p.a. | 2.3% p.a. | +23.75 pp | under 3 yrs |
| Motilal Oswal Focused Fund MOTILAL · Focused | overseas investments | Jul 2024 | Oct 2025 | 16 | −1.7% p.a. | 6.8% p.a. | −8.51 pp | under 3 yrs |
| Motilal Oswal Midcap Fund MOTILAL · Mid Cap | overseas investments | Jul 2024 | Oct 2025 | 16 | 7.6% p.a. | 6.5% p.a. | +1.09 pp | under 3 yrs |
| Motilal Oswal Flexi Cap Fund MOTILAL · Flexi Cap | overseas investments | Jul 2024 | Oct 2025 | 16 | 10.3% p.a. | 6.6% p.a. | +3.63 pp | under 3 yrs |
| Motilal Oswal Balanced Advantage Fund MOTILAL · Dynamic Asset Allocation or Balanced Advantage | overseas investments | Jul 2024 | Oct 2025 | 16 | −1.2% p.a. | 7.1% p.a. | −8.31 pp | under 3 yrs |
| Motilal Oswal Large and Midcap Fund MOTILAL · Large & Mid Cap | overseas investments | Jul 2024 | Oct 2025 | 16 | 14.4% p.a. | 6.8% p.a. | +7.56 pp | under 3 yrs |
| Motilal Oswal S&P 500 Index Fund MOTILAL · Index Funds | fund manager | Jul 2024 | Sep 2025 | 15 | 23.9% p.a. | 3.8% p.a. | +20.10 pp | under 3 yrs |
| Motilal Oswal Nasdaq Q50 ETF MOTILAL · Other ETFs | equity portion | Jul 2024 | Sep 2025 | 15 | 30.3% p.a. | 2.3% p.a. | +28.03 pp | under 3 yrs |
| Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF MOTILAL · FoF Overseas | fund manager | Jul 2024 | Sep 2025 | 15 | 23.9% p.a. | 22.2% p.a. | +1.69 pp | under 3 yrs |
| Motilal Oswal Small Cap Fund MOTILAL · Small Cap | overseas investments | Jul 2024 | Oct 2025 | 16 | 15.2% p.a. | 3.9% p.a. | +11.31 pp | under 3 yrs |
| Motilal Oswal Large Cap Fund MOTILAL · Large Cap | overseas investments | Jul 2024 | Oct 2025 | 16 | 16.1% p.a. | 6.5% p.a. | +9.65 pp | under 3 yrs |
| Motilal Oswal Multi Cap Fund MOTILAL · Multi Cap | overseas investments | Jul 2024 | Oct 2025 | 16 | 23.8% p.a. | 6.1% p.a. | +17.72 pp | under 3 yrs |
| Motilal Oswal Manufacturing Fund MOTILAL · Sectoral/ Thematic | overseas investments | Aug 2024 | Oct 2025 | 15 | 11.8% p.a. | 0.1% p.a. | +11.72 pp | under 3 yrs |
| Motilal Oswal Business Cycle Fund MOTILAL · Sectoral/ Thematic | overseas investments | Aug 2024 | Oct 2025 | 15 | 15.0% p.a. | −2.1% p.a. | +17.18 pp | under 3 yrs |
| Motilal Oswal Digital India Fund MOTILAL · Sectoral/ Thematic | overseas investments | Nov 2024 | Oct 2025 | 12 | 3.5% | 3.1% | +0.39 pp | under 3 yrs |
| Motilal Oswal Innovation Opportunities Fund MOTILAL · Sectoral/ Thematic | overseas investments | Feb 2025* | Oct 2025 | 9 | 33.2% | 20.0% | +13.25 pp | under 3 yrs |
| Motilal Oswal Infrastructure Fund MOTILAL · Sectoral/ Thematic | overseas investments | May 2025* | Oct 2025 | 6 | 13.8% | 5.1% | +8.71 pp | under 3 yrs |
| Motilal Oswal Services Fund MOTILAL · Sectoral/ Thematic | overseas investments | Jun 2025* | Oct 2025 | 5 | 5.8% | 1.5% | +4.28 pp | under 3 yrs |
| Motilal Oswal Special Opportunities Fund MOTILAL · Sectoral/ Thematic | overseas investments | Aug 2025* | Oct 2025 | 3 | 7.5% | 4.8% | +2.70 pp | under 3 yrs |
| Motilal Oswal Consumption Fund MOTILAL · Sectoral/ Thematic | overseas investments | Oct 2025* | Oct 2025 | 1 | — | — | — | 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
17 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.