Fundalysisby DARKHORSESTOCKS

Fund manager · Sundaram

Ronak Shah

Runs 5 schemes worth ₹9,888 Cr.

  • Fund house

    SundaramThey run their schemes at Sundaram.

  • AUM they run

    ₹9,888 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

    5 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2026.

  • 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 now5

  1. Sundaram Liquid Fund₹6,727 Cr
  2. Sundaram Ultra Short Term Fund₹2,108 Cr
  3. Sundaram Corporate Bond Fund₹619 Cr
  4. Sundaram Banking and PSU Debt Fund₹258 Cr
  5. Sundaram Short Term Fund₹176 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 20269,888−21.3%
Aug 202612,568−10.1%
Jul 202613,979+48.2%
Jun 20269,430−14.8%
May 202611,064+10.8%
Apr 20269,984+29.8%
Mar 20267,691−15.8%
Feb 20269,134−2.6%
Jan 20269,375−3.4%
Dec 20259,702−6.9%
Nov 202510,420−6.1%
Oct 202511,103+1.1%
AUM at month end, Sept 2026
₹9,888 Cr
−10.9% since Oct 2025
Fig. 1.The AUM of the schemes Ronak Shah 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(Jul 2010 – now)

  1. Corporate Bond Fund
  2. Banking and PSU Debt Fund
  3. Liquid Fund
  4. Ultra Short Term Fund
  5. Short Term Fund
Sundaram20112013201520172019202120232025
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(Jul 2010 – now)

Sundaram

5 now · since Jul 2010
  1. Sundaram Liquid Fund
    Co-managerDec 2021—4y 11m₹6,727 CrLiquidTER 0.14%

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

Performance(5 schemes)

Growth · Direct plans, Regular before 2013

Return as manager
+6.81%
Beat peers
3 of 5
vs peers
+0.05 pt
Longest run
16.3 years
Beat benchmark
Upcoming
Each scheme Ronak Shah ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Sundaram Corporate Bond Fund
Jul '10–now · 16.3y
+7.07%+7.83%−0.77 pt––
Sundaram Banking and PSU Debt Fund
Jul '10–now · 16.3y
+7.18%+7.78%−0.61 pt––
Sundaram Liquid Fund
Jan '22–now · 4.8y
+6.57%+6.51%+0.05 pt––
Sundaram Ultra Short Term Fund
Jan '22–now · 4.8y
+6.81%+6.76%+0.05 pt––
Sundaram Short Term Fund
Jan '22–now · 4.8y
+6.66%+6.52%+0.15 pt––
Fig. 1.Each scheme Ronak Shah ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Kumaresh RamakrishnanLiquid Fund · Ultra Short Term Fund · Corporate Bond Fund · Banking and PSU Debt Fund · Short Term Fund5 schemes
  2. Sandeep AgarwalLiquid Fund · Ultra Short Term Fund · Corporate Bond Fund · Banking and PSU Debt Fund · Short Term Fund5 schemes