Sushil Budhia
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 |
|---|---|---|---|---|---|---|---|---|
| Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1) NIPPON · Conservative Hybrid | fund manager | Feb 2020 | now | 78 | 6.9% p.a. | 8.7% p.a. | −1.74 pp | 43% of 42 |
| Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2) NIPPON · Aggressive Hybrid | fund manager | Feb 2020 | now | 78 | 12.1% p.a. | 13.8% p.a. | −1.72 pp | 93% of 42 |
| Nippon India Credit Risk Fund (Existing Number of Segregated Portfolios - 1) NIPPON · Credit Risk | fund manager | Feb 2020 | now | 78 | 6.8% p.a. | 7.4% p.a. | −0.59 pp | 98% of 42 |
| Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) NIPPON · Medium Term | fund manager | Feb 2020 | now | 78 | 3.4% p.a. | 7.0% p.a. | −3.64 pp | 69% of 42 |
| Nippon India Equity Savings Fund (Existing number of Segregated Portfolios - 2) NIPPON · Equity Savings | fund manager | Feb 2020 | now | 78 | 6.4% p.a. | 8.9% p.a. | −2.49 pp | 29% of 42 |
| Nippon India Short Term Fund NIPPON · Short Term | fund manager | Mar 2021 | now | 65 | 7.0% p.a. | 6.5% p.a. | +0.47 pp | 100% of 29 |
| Nippon India Balanced Advantage Fund NIPPON · Dynamic Asset Allocation or Balanced Advantage | fund manager | Mar 2021 | now | 65 | 11.7% p.a. | 11.0% p.a. | +0.73 pp | 86% of 29 |
| Nippon India Multi Asset Allocation Fund NIPPON · Multi Asset Allocation | fund manager | Mar 2021 | now | 65 | 17.3% p.a. | 16.3% p.a. | +0.94 pp | 93% of 29 |
| Nippon India Multi - Asset Omni FoF NIPPON · FoF Domestic | fund manager | Mar 2021 | now | 65 | 17.8% p.a. | 12.4% p.a. | +5.31 pp | 100% of 29 |
| Nippon India Income Plus Arbitrage Active Fund of Fund NIPPON · FoF Domestic | fund manager | Jun 2025 | now | 14 | 5.9% p.a. | 6.8% p.a. | −0.86 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
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.