Fund manager · Sundaram

Arjun Nagarajan

Commoditi es Fund Manager, Chief Economist & Communic ations at Sundaram. Runs 1 scheme worth ₹3,205 Cr.

Fund house
SundaramThey run their schemes at Sundaram.
AUM they run
₹3,205 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.
Schemes
1 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2026.
Experience
19 years19 Years

What Arjun Nagarajan's schemes hold^{(Jun 2024 – Sept 2026)}

What Arjun Nagarajan's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	54 companies ·	₹ Cr
	ICICI Bank	150
	Reliance Industries	113
	Larsen and Toubro	102
	Bharti Airtel Limited	99.7
	HDFC Bank	92.1
	Eternal Limited	79.3
	TVS Motor Co Ltd	65.3
	Kotak Mahindra Bank Limited	63.1
	One 97 Communications Limited	53.3
	Hindalco Industries	50.9
	Cholamandalam DBS Finance	48.3
	Oracle Financial Ser Software Ltd	47.8
	Mahindra and Mahindra Limited	46.4
	Coforge Limited	44.8
	Vedanta Aluminium Metal Limited	43.6
	Fractal Analytics Ltd	40
	Bajaj Finserv Limited	39.7
	Amber Enterprises India Limited	38.1
	Magma Fincorp Limited	37.4
	Cummins India	37.2
	Coromandel International	36.4
	Granules India Limited	36.1
	Aster DM Healthcare Limited	35.9
	Mtar Technologies Limited	35.9
	Billionbrains Garage Ventures Ltd	35.6
	SBI Life Insurance Co Ltd	34
	Sun Pharmaceutical Ind Ltd	33.4
	PB Fintech Limited	33.1
	Force Motors Limited	32.7
	Multi Commodity Exchange of India Limited	30.8
	Jsw Infrastructure Limited	30.7
	Minda Industries Limited	30.4
	UltraTech Cement Limited	29.8
	Delhivery Limited	27.7
	Mankind Pharma Limited	27.4
	Horizon Industrial Parks Limited	27
	Interglobe Aviation Limited	26.9
	Home First Finance Co India Ltd	25.8
	CRISIL	24.8
	CCL Products I Limited	24.8
	Gland Pharma Limited	24.4
	Bajaj Auto	23.8
	Ashok Leyland	21.5
	Indegene Limited	21.2
	Prudent Corporate Advisory Services	20.9
	Mrs Bectors Food Specialities Ltd	20.8
	Alkem Laboratories Limited	20.4
	Lupin	19.1
	Clean Science and Technology Limited	17.8
	TD Power Systems Limited	16.5

ICICI Bank
Reliance Industries

Market value of each ticked company across the schemes Arjun Nagarajan runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	Reliance Industries
Sept 2025	₹125 Cr	₹91.2 Cr
Oct 2025	₹130 Cr	₹105 Cr
Nov 2025	₹135 Cr	₹113 Cr
Dec 2025	₹134 Cr	₹117 Cr
Jan 2026	₹146 Cr	₹116 Cr
Feb 2026	₹149 Cr	₹118 Cr
Mar 2026	₹143 Cr	₹145 Cr
Apr 2026	₹150 Cr	₹154 Cr
May 2026	₹142 Cr	₹143 Cr
Jun 2026	₹157 Cr	₹135 Cr
Jul 2026	₹164 Cr	₹123 Cr
Aug 2026	₹163 Cr	₹99.9 Cr
Sept 2026	₹150 Cr	₹113 Cr

Fig. 1.Market value of each ticked company across the schemes Arjun Nagarajan runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	20	37.85

Mid Cap	16	15.61

Small Cap	16	13.13

Unlisted	2	1.11

Cash & others		32.31

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Arjun Nagarajan bought and sold^{(Oct 2025 – Sept 2026)}

What Arjun Nagarajan bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.