Varun Sharma
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 Digital India Fund MOTILAL · Sectoral/ Thematic | equity portion | Nov 2024* | now | 22 | 0.4% p.a. | 4.3% p.a. | −3.92 pp | under 3 yrs |
| Motilal Oswal Innovation Opportunities Fund MOTILAL · Sectoral/ Thematic | equity portion | Feb 2025* | now | 19 | 32.0% p.a. | 16.2% p.a. | +15.77 pp | under 3 yrs |
| Motilal Oswal Active Momentum Fund MOTILAL · Sectoral/ Thematic | equity portion | Mar 2025* | now | 18 | 30.0% p.a. | 11.9% p.a. | +18.05 pp | under 3 yrs |
| Motilal Oswal Focused Fund MOTILAL · Focused | equity portion | Aug 2025* | now | 13 | 24.4% p.a. | 5.1% p.a. | +19.34 pp | under 3 yrs |
| Motilal Oswal Consumption Fund MOTILAL · Sectoral/ Thematic | equity portion | Oct 2025* | now | 11 | 15.3% | 4.4% | +10.83 pp | under 3 yrs |
| Motilal Oswal Midcap Fund MOTILAL · Mid Cap | equity portion | Jan 2026* | now | 8 | 8.6% | 8.5% | +0.03 pp | under 3 yrs |
| Motilal Oswal Flexi Cap Fund MOTILAL · Flexi Cap | equity portion | Jan 2026* | now | 8 | 8.6% | 2.6% | +6.02 pp | under 3 yrs |
| Motilal Oswal Balanced Advantage Fund MOTILAL · Dynamic Asset Allocation or Balanced Advantage | equity portion | Jan 2026* | now | 8 | 3.5% | 1.3% | +2.24 pp | under 3 yrs |
| Motilal Oswal Business Cycle Fund MOTILAL · Sectoral/ Thematic | equity portion | Jan 2026* | now | 8 | 3.7% | 4.5% | −0.82 pp | under 3 yrs |
| Motilal Oswal Contra Fund MOTILAL · Contra | equity portion | Jun 2026* | now | 3 | 3.3% | 3.2% | +0.04 pp | under 3 yrs |
| Motilal Oswal Small Cap Fund MOTILAL · Small Cap | equity portion | Jul 2026* | now | 2 | 7.4% | 5.7% | +1.70 pp | under 3 yrs |
| Motilal Oswal Special Opportunities Fund MOTILAL · Sectoral/ Thematic | equity portion | Jul 2026* | now | 2 | 7.1% | 4.0% | +3.16 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
12 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.