V Srivatsa
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 |
|---|---|---|---|---|---|---|---|---|
| UTI Retirement Fund UTI · Retirement | equity portion | Nov 2009 | now | 202 | 9.5% p.a. | 11.9% p.a. | −2.39 pp | 17% of 108 |
| UTI Aggressive Hybrid Fund UTI · Aggressive Hybrid | equity portion | Nov 2009 | now | 202 | 11.6% p.a. | 12.0% p.a. | −0.44 pp | 56% of 108 |
| UTI Large & Mid Cap Fund UTI · Large & Mid Cap | fund manager | May 2017 | now | 112 | 14.2% p.a. | 15.0% p.a. | −0.78 pp | 62% of 76 |
| UTI - Equity Savings Fund UTI · Equity Savings | equity portion | Aug 2018 | now | 97 | 9.3% p.a. | 9.7% p.a. | −0.38 pp | 54% of 61 |
* 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
3 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.