Fundalysisby DARKHORSESTOCKS

Fund manager · Sundaram

Dwijendra Srivastava

Runs 1 scheme worth ₹381 Cr.

  • Fund house

    SundaramThey run their schemes at Sundaram.

  • AUM they run

    ₹381 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 · 2 beforeSchemes they run now, as main or co-manager, and ones they ran before, since May 2024.

  • Experience

    Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Their fund house's documents give no profile for them yet.

Schemes now1

  1. Sundaram Ultra Short to Short Term Fund₹381 Cr

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026381−32.2%
Aug 2026562+2.5%
Jul 2026548+9.5%
Jun 2026501+5.3%
May 2026475−0.9%
Apr 2026480−9.3%
Mar 2026529−7.7%
Feb 2026573+0.9%
Jan 2026568−2.4%
Dec 2025582+17.5%
Nov 2025495−3.2%
Oct 2025511+2.4%
AUM at month end, Sept 2026
₹381 Cr
−25.5% since Oct 2025
Fig. 1.The AUM of the schemes Dwijendra Srivastava ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(May 2018 – now)

  1. Long Term Micro Cap Tax Advantage Fund Series IV
  2. Long Term Micro Cap Tax Advantage Fund Series III
  3. Ultra Short to Short Term Fund
Sundaram20192020202120222023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(May 2018 – now)

Sundaram

1 now · since May 2018
  1. Sundaram Ultra Short to Short Term Fund
    Co-managerMay 2022—4y 6m₹381 CrUltra Short to Short TermTER 0.40%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(3 schemes)

Growth · Direct plans

Return as manager
+12.45%
Beat peers
0 of 3
vs peers
−0.96 pt
Longest run
8.3 years
Beat benchmark
Upcoming
Each scheme Dwijendra Srivastava ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV
May '18–Sep '26 · 8.3y
+12.62%+13.58%−0.96 pt––
Sundaram Long Term Micro Cap Tax Advantage Fund Series III
May '18–Sep '26 · 8.3y
+12.45%+13.58%−1.13 pt––
Sundaram Ultra Short to Short Term Fund
May '22–now · 4.5y
+6.98%+6.99%−0.01 pt––
Fig. 1.Each scheme Dwijendra Srivastava ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(1 now)

  1. Sandeep AgarwalUltra Short to Short Term Fund1 scheme