Fundalysisby DARKHORSESTOCKS

Fund manager · Sundaram

Shalav Saket

Fund Manager - Overseas Investment s at Sundaram. Runs 17 schemes worth ₹58,814 Cr.

  • Fund house

    SundaramThey run their schemes at Sundaram.

  • AUM they run

    ₹58,814 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

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

  • Experience

    11 years11 Years

Profile(Sundaram's SAI, 30 Jun 2026)

About

Role
Fund Manager - Overseas Investment s
Studied
MBA, B-Tech, CFA
Age
33 years
Experience
11 Years

Schemes now17

  1. Sundaram Mid Cap Fund₹13,854 Cr
  2. Sundaram Aggressive Hybrid Fund₹8,793 Cr
  3. Sundaram Large and Mid Cap Fund₹7,131 Cr
  4. Sundaram Services Fund₹4,999 Cr
  5. Sundaram Small Cap Fund₹4,107 Cr
  6. Sundaram Multi Asset Allocation Fund₹3,205 Cr
  7. and 11 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 202658,814−5.7%
Aug 202662,389+2.3%
Jul 202660,978+2.4%
Jun 202659,550+3.4%
May 202657,589+0.7%
Apr 202657,182+11.0%
Mar 202651,503−10.1%
Feb 202657,302+1.3%
Jan 202656,590−2.3%
Dec 202557,944+0.2%
Nov 202557,803+1.2%
Oct 202557,109+4.3%
AUM at month end, Sept 2026
₹58,814 Cr
+3.0% since Oct 2025
Fig. 1.The AUM of the schemes Shalav Saket 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(Dec 2017 – now)

  1. Global Brand Theme Equity Active FoF
  2. ELSS Tax Saver Fund
  3. Mid Cap Fund
  4. Services Fund
  5. Value Fund
  6. Aggressive Hybrid Fund
  7. Large and Mid Cap Fund
  8. Multi Cap Fund
  9. Financial Services Opportunities Fund
  10. Consumption Fund
  11. Focused Fund
  12. Infrastructure Advantage Fund
Sundaram201820192020202120222023202420252026
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(Dec 2017 – now)

Sundaram

17 now · since Dec 2017
  1. Sundaram Mid Cap Fund
    Co-managerFeb 2021—5y 9m₹13,854 CrMid CapTER 1.05%
  2. Sundaram Small Cap Fund
    Fund managerNov 2022—4y₹4,107 CrSmall CapTER 0.99%

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

Performance(17 schemes)

Growth · Direct plans

Return as manager
+10.45%
Beat peers
6 of 17
vs peers
−1.18 pt
Longest run
8.9 years
Beat benchmark
Upcoming
Each scheme Shalav Saket ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Sundaram Global Brand Theme Equity Active FoF
Dec '17–now · 8.9y
+12.76%+11.80%+0.96 pt––
Sundaram Value Fund
Feb '21–now · 5.7y
+10.48%+15.80%−5.32 pt––
Sundaram Services Fund
Feb '21–now · 5.7y
+17.55%+15.02%+2.53 pt––
Sundaram Mid Cap Fund
Feb '21–now · 5.7y
+19.27%+20.24%−0.98 pt––
Sundaram Infrastructure Advantage Fund
Dec '21–now · 4.9y
+14.37%+12.94%+1.43 pt––
Sundaram Financial Services Opportunities Fund
Dec '21–now · 4.9y
+13.89%+12.94%+0.95 pt––
Sundaram Consumption Fund
Dec '21–now · 4.9y
+10.45%+13.33%−2.88 pt––
Sundaram Large and Mid Cap Fund
Dec '21–now · 4.9y
+11.45%+11.89%−0.44 pt––
Sundaram ELSS Tax Saver Fund
Jan '22–now · 4.8y
+7.95%+10.94%−2.99 pt––
Sundaram Focused Fund
Jan '22–now · 4.8y
+8.61%+10.24%−1.63 pt––
Sundaram Aggressive Hybrid Fund
Jan '22–now · 4.8y
+7.60%+8.78%−1.18 pt––
Sundaram Multi Cap Fund
Jan '22–now · 4.8y
+10.30%+13.66%−3.37 pt––
Sundaram Large Cap Fund
May '22–now · 4.5y
+8.70%+10.17%−1.48 pt––
Sundaram Flexi Cap Fund
Sep '22–now · 4.1y
+9.09%+12.69%−3.60 pt––
Sundaram Small Cap Fund
Nov '22–now · 3.9y
+19.01%+18.14%+0.87 pt––
Sundaram Multi Asset Allocation Fund
Jun '24–now · 2.4y
+8.59%+10.33%−1.74 pt––
Sundaram Business Cycle Fund
Jun '24–now · 2.3y
+5.27%+2.44%+2.82 pt––
Fig. 1.Each scheme Shalav Saket ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(10 now)

  1. Rohit SeksariaServices Fund · Small Cap Fund · Multi Asset Allocation Fund · Multi Cap Fund · Financial Services Opportunities Fund · Consumption Fund · ELSS Tax Saver Fund7 schemes
  2. Bharath SMid Cap Fund · Aggressive Hybrid Fund · Flexi Cap Fund · Value Fund · ELSS Tax Saver Fund5 schemes
  3. Sandeep AgarwalFlexi Cap Fund · Business Cycle Fund · Value Fund3 schemes
  4. Ashwin JainLarge Cap Fund · Focused Fund2 schemes
  5. Clyton Richard FernandesAggressive Hybrid Fund · Multi Asset Allocation Fund2 schemes
  6. Kumaresh RamakrishnanAggressive Hybrid Fund · Multi Asset Allocation Fund2 schemes
  7. Madanagopal RamuLarge and Mid Cap Fund · Business Cycle Fund2 schemes
  8. Siddarth MohtaValue Fund · Infrastructure Advantage Fund2 schemes

Career(Jan 2015 – now)

Fund Manager - Overseas Investments) in Sundaram Asset Management Company Limited •

  1. Position not stated
    Jan 2025—1y 10m

Investment Research in Sundaram Asset Management Company Limited •

  1. Position not stated
    Jan 2024—Jan 20251y 1m

Investment Research in Bank of America Securities Ltd •

  1. Position not stated
    Jan 2022—Jan 20242y 1m

Consulting in Pricewaterhouse Coopers Ltd •

  1. Position not stated
    Jan 2020—Jan 20222y 1m

Software Engineering in Samsung R & D Insitute Ltd •

  1. Position not stated
    Jan 2017—Jan 20181y 1m

Software Engireering - Wipro Technologies Ltd

  1. Position not stated
    Jan 2015—Jan 20172y 1m

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