Fundalysisby DARKHORSESTOCKS

Fund house

Sundaram

Its schemes hold 322 companies worth ₹58,235 Cr in Sept 2026.

  • AUM

    ₹81,335 CrSundaram's AUM averaged over Sept 2026, as AMFI reports it. Down 3.9% on Aug 2026, ₹84,667 Cr.

  • Largest holding

    ICICI BankICICI Bank is 2.5% of Sundaram's AUM.

  • Largest sector

    BanksCompanies in Banks make up 11.2% of Sundaram's AUM.

  • Top 10 holdings

    16.0% of AUMThe 10 largest holdings together make up 16.0% of Sundaram's AUM.

Fund managers(Sept 2026)

Every fund manager with its figures in Sept 2026. Click a column's header to sort by it.
Shalav Saket
Fund Manager - Overseas Investment s
CFA MBA
17–58,814+10.4%11 yearsDec '17
Bharath S
Head – Equities
CMA MBA B.Com
9–29,374+7.8%23 yearsJul '10
Kumaresh Ramakrishnan
Head – Credit & Fund Manager
B.E.
15–28,335+6.7%31 yearsJul '10
Rohit Seksaria
Senior Fund Manager- Equity
B.Com
18–22,090+13.9%24 yearsDec '18
Sandeep Agarwal
Head - Fixed Income
CA B.Com
14–19,182+6.7%18 yearsJul '10
Clyton Richard Fernandes
Associate Fund Manager
MBA B.E.
4–14,537+8.1%21 yearsDec '18
Ronak Shah
5–9,888+6.8%–Jul '10
Madanagopal Ramu
Fund Manager - Equity
MBA B.Com
2–8,848+8.4%21 yearsDec '21
Ashwin Jain
Fund Manager
PGDM B.E.
2–3,897+8.7%20 yearsDec '21
Arjun Nagarajan
Commoditi es Fund Manager, Chief Economist & Communic ations
1–3,205+8.6%19 yearsJun '24
Siddarth Mohta
Associate Fund Manager
CFA FRM MBA B.Com
2–2,139+12.4%22 yearsFeb '21
Anuj Bansal
Head – Research & Fund Manager
PGDM M.Tech
1–1,408+10.4%13 yearsDec '21
Dwijendra Srivastava
1–381+12.4%–May '18
Sudhir Kedia
1–0+16.6%–Dec '21

AUM by lead manager(Sept 2026)

  1. Bharath S37%₹28,565 Cr
  2. Rohit Seksaria24%₹18,527 Cr
  3. Sandeep Agarwal18%₹13,566 Cr
  4. Madanagopal Ramu11%₹8,848 Cr
  5. Ashwin Jain5%₹3,897 Cr
  6. Anuj Bansal2%₹1,408 Cr
  7. Clyton Richard Fernandes1%₹943 Cr
  8. Siddarth Mohta1%₹922 Cr
  9. Kumaresh Ramakrishnan0.0%₹18.3 Cr
  10. Shalav Saket0.0%₹0 Cr
Fig. 1.Each scheme's AUM at the end of Sept 2026, counted once, for its lead: the manager its page names first. 1.0% has no manager on record. Source: AMFI.

Joined and left(May 2024 – now)

Moves, Oct 2026
5
Fig. 1.Moves a month, May 2024 – Oct 2026: someone joined or left, or took on or handed over schemes. Each month's are below.

Oct 2026

5 moves
  1. Bharath S took on 2 schemes
    1 OctSundaram Flexi Cap Fund, Sundaram ELSS Tax Saver Fund
  2. Rohit Seksaria took on 1 scheme
    1 OctSundaram ELSS Tax Saver Fund
  3. Sandeep Agarwal took on 1 scheme
    1 OctSundaram Flexi Cap Fund
  4. Shalav Saket took on 2 schemes
    1 OctSundaram Flexi Cap Fund, Sundaram ELSS Tax Saver Fund
  5. Sudhir Kedia handed over 1 scheme
    1 OctSundaram Long Term Tax Advantage Fund Series IV

Sept 2026

37 moves
  1. Anuj Bansal joined
    30 SeptSundaram Consumption Fund
  2. Arjun Nagarajan joined
    30 SeptSundaram Multi Asset Allocation Fund
  3. Bharath S took on 4 schemes
    30 SeptSundaram Multi Factor Fund, Sundaram Value Fund and 2 more
  4. Clyton Richard Fernandes took on 2 schemes
    30 SeptSundaram Aggressive Hybrid Fund, Sundaram Multi Asset Allocation Fund
  5. Kumaresh Ramakrishnan took on 2 schemes
    30 SeptSundaram Aggressive Hybrid Fund, Sundaram Multi Asset Allocation Fund
  6. Madanagopal Ramu took on 1 scheme
    30 SeptSundaram Large and Mid Cap Fund
  7. Rohit Seksaria took on 6 schemes
    30 SeptSundaram Multi Factor Fund, Sundaram Multi Asset Allocation Fund and 4 more
  8. Sandeep Agarwal took on 2 schemes
    30 SeptSundaram Multi Factor Fund, Sundaram Value Fund
  9. Shalav Saket took on 10 schemes
    30 SeptSundaram Value Fund, Sundaram Aggressive Hybrid Fund and 8 more
  10. Siddarth Mohta joined
    30 SeptSundaram Value Fund, Sundaram Infrastructure Advantage Fund
  11. Ashwin Jain took on 1 scheme
    28 SeptSundaram Focused Fund
  12. Clyton Richard Fernandes took on 1 scheme
    28 SeptSundaram Equity Savings Fund
  13. Kumaresh Ramakrishnan took on 1 scheme
    28 SeptSundaram Equity Savings Fund
  14. Madanagopal Ramu joined
    28 SeptSundaram Business Cycle Fund
  15. Rohit Seksaria took on 2 schemes
    28 SeptSundaram Equity Savings Fund, Sundaram Services Fund
  16. Sandeep Agarwal took on 1 scheme
    28 SeptSundaram Business Cycle Fund
  17. Shalav Saket took on 3 schemes
    28 SeptSundaram Business Cycle Fund, Sundaram Focused Fund and 1 more
  18. Bharath S took on 1 scheme
    18 SeptSundaram Income Plus Arbitrage Active FoF
  19. Kumaresh Ramakrishnan took on 1 scheme
    18 SeptSundaram Income Plus Arbitrage Active FoF
  20. Sandeep Agarwal took on 1 scheme
    18 SeptSundaram Income Plus Arbitrage Active FoF
  21. Bharath S took on 1 scheme
    17 SeptSundaram Conservative Hybrid Fund
  22. Kumaresh Ramakrishnan took on 8 schemes
    17 SeptSundaram Liquid Fund, Sundaram Conservative Hybrid Fund and 6 more
  23. Ronak Shah took on 4 schemes
    17 SeptSundaram Liquid Fund, Sundaram Banking and PSU Debt Fund and 2 more
  24. Sandeep Agarwal took on 7 schemes
    17 SeptSundaram Liquid Fund, Sundaram Money Market Fund and 5 more
  25. Kumaresh Ramakrishnan took on 1 scheme
    15 SeptSundaram Arbitrage Fund
  26. Rohit Seksaria took on 1 scheme
    15 SeptSundaram Arbitrage Fund
  27. Bharath S joined
    10 SeptSundaram Dynamic Asset Allocation Fund
  28. Clyton Richard Fernandes joined
    10 SeptSundaram Dynamic Asset Allocation Fund
  29. Kumaresh Ramakrishnan took on 1 scheme
    10 SeptSundaram Dynamic Asset Allocation Fund
  30. Ashwin Jain joined
    9 SeptSundaram Large Cap Fund
  31. Shalav Saket took on 1 scheme
    9 SeptSundaram Large Cap Fund
  32. Dwijendra Srivastava handed over 2 schemes
    4 SeptSundaram Long Term Micro Cap Tax Advantage Fund Series IV, Sundaram Long Term Micro Cap Tax Advantage Fund Series III
  33. Kumaresh Ramakrishnan joined
    4 SeptSundaram Corporate Bond Fund
  34. Rohit Seksaria took on 1 scheme
    4 SeptSundaram Nifty 100 Equal Weight Fund
  35. Ronak Shah joined
    4 SeptSundaram Corporate Bond Fund
  36. Sandeep Agarwal took on 1 scheme
    4 SeptSundaram Corporate Bond Fund
  37. Sudhir Kedia handed over 1 scheme
    4 SeptSundaram Long Term Tax Advantage Fund Series III

Aug 2026

2 moves
  1. Dwijendra Srivastava took on 1 scheme
    5 AugSundaram Ultra Short to Short Term Fund
  2. Sandeep Agarwal joined
    5 AugSundaram Ultra Short to Short Term Fund