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

What Siddarth Mohta's schemes hold^{(Feb 2021 – Sept 2026)}

What Siddarth Mohta's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	91 companies ·	₹ Cr
	Reliance Industries	123
	Larsen and Toubro	112
	Bharti Airtel Limited	108
	ICICI Bank	89.1
	Kirloskar Oil Engines Limited	83.9
	NTPC	82.5
	HDFC Bank	81.5
	State Bank of India	69.1
	Axis Bank	61.3
	GAIL India	41.4
	Power Grid Corporation of India	40.9
	Infosys	39.8
	Kirloskar Ferrous Ind Ltd	33.7
	Force Motors Limited	33.7
	ITC	31.8
	UltraTech Cement Limited	30.7
	Alkem Laboratories Limited	28.1
	Bharat Electronics	26.2
	Union Bank of India	25.7
	Sapphire Foods India Limited	24.9
	CEAT Limited	24.7
	IndusInd Bank	24.3
	Ashok Leyland	23.9
	S J S Enterprises Limited	22.6
	Emami	22.4
	Coal India	21.9
	Kalpataru Projects International Limited	21.8
	Tata Motors Limited	21.8
	Hitachi Energy India Limited	21.4
	GE Vernova T D India Limited	21.4
	Swiggy Limited	18.1
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	18
	Bharat Petroleum Corp Ltd	17.4
	Apollo Hospitals Enterprise Limited	17.2
	Craftsman Automation Limited	16.7
	Whirlpool of India Limited	16.4
	Grasim Industries	16.2
	Jsw Infrastructure Limited	16.1
	Jubilant Foodworks Limited	16
	HCL Technologies	15.4
	Cipla	15.3
	Tata Consultancy Services	15.3
	Tata Power Co	14.9
	Apollo Tyres	14.7
	IDFC Bank Limited	14.7
	Mahanagar Gas Limited	14
	ESAB India Ltd	13.8
	Tech Mahindra	13.7
	Cadila Healthcare	13.7
	Thermax	13.6

Reliance Industries
Larsen and Toubro

Market value of each ticked company across the schemes Siddarth Mohta runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Reliance Industries	Larsen and Toubro
Sept 2025	₹152 Cr	₹127 Cr
Oct 2025	₹164 Cr	₹140 Cr
Nov 2025	₹173 Cr	₹142 Cr
Dec 2025	₹173 Cr	₹142 Cr
Jan 2026	₹147 Cr	₹123 Cr
Feb 2026	₹147 Cr	₹134 Cr
Mar 2026	₹142 Cr	₹110 Cr
Apr 2026	₹151 Cr	₹126 Cr
May 2026	₹139 Cr	₹128 Cr
Jun 2026	₹137 Cr	₹130 Cr
Jul 2026	₹136 Cr	₹117 Cr
Aug 2026	₹133 Cr	₹121 Cr
Sept 2026	₹123 Cr	₹112 Cr

Fig. 1.Market value of each ticked company across the schemes Siddarth Mohta runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	37	60.07

Mid Cap	22	14.14

Small Cap	30	23.71

Unlisted	1	0.000

Other equity	1	0.26

Cash & others		1.82

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Siddarth Mohta bought and sold^{(Oct 2025 – Sept 2026)}

What Siddarth Mohta bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.