Fundalysisby DARKHORSESTOCKS

Fund manager · Sundaram

Siddarth Mohta

Associate Fund Manager at Sundaram. Runs 2 schemes worth ₹2,139 Cr.

  • Fund house

    SundaramThey run their schemes at Sundaram.

  • AUM they run

    ₹2,139 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

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

  • Experience

    22 years22 Years

Profile(Sundaram's SAI, 30 Jun 2026)

About

Role
Associate Fund Manager
Studied
MBA, CFA (ICFAI), FRM & B.Com
Age
45 years
Experience
22 Years

Schemes now2

  1. Sundaram Value Fund₹1,217 Cr
  2. Sundaram Infrastructure Advantage Fund₹922 Cr

AUM they run(Feb 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,139−5.2%
Aug 20262,256−1.1%
Jul 20262,282−0.8%
Jun 20262,300+0.8%
May 20262,282−1.3%
Apr 20262,313+10.9%
Mar 20262,086−11.5%
Feb 20262,357+2.2%
Jan 20262,306−4.9%
Dec 20252,424−0.9%
Nov 20252,447−0.1%
Oct 20252,449+2.7%
AUM at month end, Sept 2026
₹2,139 Cr
−12.7% since Oct 2025
Fig. 1.The AUM of the schemes Siddarth Mohta 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(Feb 2021 – now)

  1. Value Fund
  2. Infrastructure Advantage Fund
Sundaram20222023202420252026
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(Feb 2021 – now)

Sundaram

2 now · since Feb 2021
  1. Sundaram Value Fund
    Co-managerFeb 2021—5y 9m₹1,217 CrValueTER 1.77%

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

Performance(2 schemes)

Growth · Direct plans

Return as manager
+12.42%
Beat peers
1 of 2
vs peers
−1.94 pt
Longest run
5.7 years
Beat benchmark
Upcoming
Each scheme Siddarth Mohta ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Sundaram Value Fund
Feb '21–now · 5.7y
+10.48%+15.80%−5.32 pt––
Sundaram Infrastructure Advantage Fund
Dec '21–now · 4.9y
+14.37%+12.94%+1.43 pt––
Fig. 1.Each scheme Siddarth Mohta ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(3 now)

  1. Shalav SaketValue Fund · Infrastructure Advantage Fund2 schemes
  2. Bharath SValue Fund1 scheme
  3. Sandeep AgarwalValue Fund1 scheme

Career(Jan 2004 – now)

Associate Fund Manager - Sundaram Asset Management Company Limited •

  1. Position not stated
    Jan 2026—10m

Equity Research - Ashika Credit Capital Limited •

  1. Position not stated
    Jan 2025—Jan 20251m

Equity Research - ITI Mutual Fund •

  1. Position not stated
    Jan 2022—Jan 20221m

Equity Research - Principle Asset Management Private Limited •

  1. Position not stated
    Jan 2009—Jan 202213y 1m

Senior Analyst in Adventity Limited •

  1. Position not stated
    Jan 2006—Jan 20093y 1m

Analyst - IMaCS (ICRA Management Consulting Services Ltd) •

  1. Position not stated
    Jan 2006—Jan 20061m

Analyst - Polaris Software Ltd

  1. Position not stated
    Jan 2004—Jan 20062y 1m

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