Tejas Soman
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 |
|---|---|---|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund PPFAS · Flexi Cap | — | Aug 2025 | now | 12 | −0.1% p.a. | 4.6% p.a. | −4.72 pp | under 3 yrs |
| Parag Parikh ELSS Tax Saver Fund PPFAS · ELSS | — | Aug 2025 | now | 12 | −5.5% p.a. | 2.3% p.a. | −7.71 pp | under 3 yrs |
| Parag Parikh Conservative Hybrid Fund PPFAS · Conservative Hybrid | — | Aug 2025 | now | 12 | 5.5% p.a. | 4.0% p.a. | +1.48 pp | under 3 yrs |
| Parag Parikh Arbitrage Fund PPFAS · Arbitrage | — | Aug 2025 | now | 12 | 6.4% p.a. | 6.5% p.a. | −0.14 pp | under 3 yrs |
| Parag Parikh Dynamic Asset Allocation Fund PPFAS · Dynamic Asset Allocation or Balanced Advantage | — | Aug 2025 | now | 12 | 4.0% p.a. | 4.4% p.a. | −0.47 pp | under 3 yrs |
| Parag Parikh Liquid Fund PPFAS · Liquid | — | Sep 2025 | now | 11 | 5.8% | 5.9% | −0.05 pp | under 3 yrs |
| Parag Parikh Large Cap Fund PPFAS · Large Cap | — | Jan 2026 | now | 7 | −1.0% | −0.3% | −0.71 pp | under 3 yrs |
| SBI OVERNIGHT FUND SBI · Overnight | fund manager | Jan 2024* | Mar 2025 | 15 | 6.6% p.a. | 6.7% p.a. | −0.02 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.