Fundalysisby DARKHORSESTOCKS

Fund manager · Sundaram

Sandeep Agarwal

Head - Fixed Income at Sundaram. Runs 14 schemes worth ₹19,182 Cr.

  • Fund house

    SundaramThey run their schemes at Sundaram.

  • AUM they run

    ₹19,182 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

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

  • Experience

    18 years18 Years

Profile(Sundaram's SAI, 30 Jun 2026)

About

Role
Head - Fixed Income
Studied
B.Com, ACA, CS
Age
41 years
Experience
18 Years

Schemes now14

  1. Sundaram Liquid Fund₹6,727 Cr
  2. Sundaram Ultra Short Term Fund₹2,108 Cr
  3. Sundaram Overnight Fund₹1,927 Cr
  4. Sundaram Flexi Cap Fund₹1,837 Cr
  5. Sundaram Business Cycle Fund₹1,716 Cr
  6. Sundaram Money Market Fund₹1,338 Cr
  7. and 8 more, all below

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202619,182−13.0%
Aug 202622,037−8.1%
Jul 202623,968+34.1%
Jun 202617,870−13.0%
May 202620,540+8.8%
Apr 202618,883+28.2%
Mar 202614,727−23.2%
Feb 202619,184−2.3%
Jan 202619,627+3.3%
Dec 202519,005−3.2%
Nov 202519,632−4.3%
Oct 202520,504+3.6%
AUM at month end, Sept 2026
₹19,182 Cr
−6.4% since Oct 2025
Fig. 1.The AUM of the schemes Sandeep Agarwal 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. Medium Term Fund
  4. Money Market Fund
  5. Overnight Fund
  6. Value Fund
  7. Liquid Fund
  8. Ultra Short Term Fund
  9. Ultra Short to Short Term Fund
  10. Short Term Fund
  11. Flexi Cap Fund
  12. Business Cycle 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

14 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(14 schemes)

Growth · Direct plans, Regular before 2013

Return as manager
+6.66%
Beat peers
5 of 13
vs peers
−0.29 pt
Longest run
16.3 years
Beat benchmark
Upcoming
Each scheme Sandeep Agarwal ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Sundaram Medium Term Fund
Jul '10–now · 16.3y
+5.99%+7.73%−1.74 pt––
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 Money Market Fund
Sep '18–now · 8.0y
+6.33%+6.62%−0.29 pt––
Sundaram Overnight Fund
Mar '19–now · 7.6y
+5.21%+5.14%+0.07 pt––
Sundaram Value Fund
Feb '21–now · 5.7y
+10.48%+15.80%−5.32 pt––
Sundaram Liquid Fund
Jan '22–now · 4.8y
+6.57%+6.51%+0.05 pt––
Sundaram Short Term Fund
Jan '22–now · 4.8y
+6.66%+6.52%+0.15 pt––
Sundaram Ultra Short to Short Term Fund
Jan '22–now · 4.8y
+6.79%+6.80%−0.00 pt––
Sundaram Ultra Short Term Fund
Jan '22–now · 4.8y
+6.81%+6.76%+0.05 pt––
Sundaram Flexi Cap Fund
Sep '22–now · 4.1y
+9.09%+12.69%−3.60 pt––
Sundaram Business Cycle Fund
Jun '24–now · 2.3y
+5.27%+2.44%+2.82 pt––
Sundaram Multi Factor Fund
Jul '25–now · 1.2y
−5.49%−0.14%−5.35 pt––
Sundaram Income Plus Arbitrage Active FoF
Jan '26–now · 0.7y
+4.24%+1.77%+2.47 pt––
Fig. 1.Each scheme Sandeep Agarwal ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(8 now)

  1. Kumaresh RamakrishnanLiquid Fund · Ultra Short Term Fund · Overnight Fund · Money Market Fund · Corporate Bond Fund · Banking and PSU Debt Fund · Short Term Fund · Income Plus Arbitrage Active FoF · Medium Term Fund9 schemes
  2. Ronak ShahLiquid Fund · Ultra Short Term Fund · Corporate Bond Fund · Banking and PSU Debt Fund · Short Term Fund5 schemes
  3. Bharath SFlexi Cap Fund · Value Fund · Multi Factor Fund · Income Plus Arbitrage Active FoF4 schemes
  4. Shalav SaketFlexi Cap Fund · Business Cycle Fund · Value Fund3 schemes
  5. Dwijendra SrivastavaUltra Short to Short Term Fund1 scheme
  6. Madanagopal RamuBusiness Cycle Fund1 scheme
  7. Rohit SeksariaMulti Factor Fund1 scheme
  8. Siddarth MohtaValue Fund1 scheme

Career(Jan 2008 – now)

Fixed Income -Retail Business - Sundaram Asset Management Company Limited •

  1. Position not stated
    Jan 2012—14y 10m

Dealer – Fixed Income - Sundaram Asset Management Company Limited •

  1. Position not stated
    Jan 2010—Jan 20122y 1m

Management Trainee - Fixed Income - Deutsche Asset Management India Pvt. Ltd

  1. Position not stated
    Jan 2008—Jan 20102y 1m

Source.Sundaram's Statement of Additional Information, as of 30 Jun 2026.