Vinod Malviya
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 |
|---|---|---|---|---|---|---|---|---|
| Union Large & Midcap Fund UNION · Large & Mid Cap | fund manager | May 2024 | now | 27 | 8.9% p.a. | 8.9% p.a. | +0.07 pp | under 3 yrs |
| Union Flexi Cap Fund UNION · Flexi Cap | fund manager | Oct 2024 | now | 22 | 1.0% p.a. | 0.8% p.a. | +0.22 pp | under 3 yrs |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund UNION · ELSS | fund manager | Oct 2024 | now | 22 | −0.3% p.a. | −0.9% p.a. | +0.60 pp | under 3 yrs |
| Union Value Fund UNION · Value | fund manager | Oct 2024 | now | 22 | 1.2% p.a. | −0.6% p.a. | +1.75 pp | under 3 yrs |
| Union Focused Fund UNION · Focused | fund manager | Oct 2024 | now | 22 | 4.0% p.a. | 0.6% p.a. | +3.45 pp | under 3 yrs |
| Union Aggressive Hybrid Fund UNION · Aggressive Hybrid | fund manager | Oct 2024 | now | 22 | 2.6% p.a. | 1.9% p.a. | +0.78 pp | under 3 yrs |
| Union Children's Fund UNION · Children's | fund manager | Oct 2024 | now | 22 | 1.8% p.a. | 0.5% p.a. | +1.30 pp | under 3 yrs |
| Union Multi Asset Allocation Fund UNION · Multi Asset Allocation | fund manager | Oct 2024 | now | 22 | 11.4% p.a. | 9.3% p.a. | +2.11 pp | under 3 yrs |
| Union Gold ETF UNION · Gold ETF | fund manager | Feb 2025 | now | 18 | 42.0% p.a. | 42.3% p.a. | −0.30 pp | under 3 yrs |
| Union Gold ETF Fund of Fund UNION · FoF Domestic | fund manager | Feb 2025 | now | 18 | 38.8% p.a. | 10.9% p.a. | +27.97 pp | under 3 yrs |
| Union Consumption Fund UNION · Sectoral/ Thematic | fund manager | Dec 2025 | now | 8 | −1.8% | 2.9% | −4.70 pp | under 3 yrs |
| Union Largecap Fund UNION · Large Cap | fund manager | Jan 2023 | May 2025 | 29 | 15.3% p.a. | 18.1% p.a. | −2.71 pp | under 3 yrs |
| Union Retirement Fund UNION · Retirement | fund manager | Oct 2024 | May 2025 | 8 | −4.7% | 0.2% | −4.94 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.