Sundaram Mutual Fund - Fund Manager
Qualification: BE, PGPM. Experience:Ashish Aggarwal has 15 years' experience across buy-side and sell-side. He has earlier worked with IL&FS Investment, Tata Securities and Antique Stock Broking. He has been working in Principal Asset Management Private Limited since August'2015.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Sundaram Arbitrage Fund - Direct (G) | Hybrid: Arbitrage | 331.15 |
Sundaram Arbitrage Fund - Regular (G) | Hybrid: Arbitrage | 331.15 |
Sundaram Conservative Hybrid Fund - Dir (G) | Hybrid: Conservative Hybrid | 20.57 |
Sundaram Conservative Hybrid Fund (G) | Hybrid: Conservative Hybrid | 20.57 |
Sundaram Dividend Yield Fund - Direct (G) | Equity: Dividend Yield | 919.75 |
Sundaram Dividend Yield Fund (G) | Equity: Dividend Yield | 919.75 |
Sundaram Infrastructure Advantage Fund - Dir (G) | Equity: Sectoral : Thematic | 967.77 |
Sundaram Infrastructure Advantage Fund (G) | Equity: Sectoral : Thematic | 967.77 |
Sundaram Large and Mid Cap Fund - Direct (G) | Equity: Large & Mid Cap | 6997.72 |
Sundaram Large and Mid Cap Fund (G) | Equity: Large & Mid Cap | 6997.72 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 5.19% |
| Reliance Industries Ltd | 4.73% |
| Bharti Airtel Ltd | 3.24% |
| Reverse Repo / Treps / CCIL | 3.18% |
| State Bank of India | 3.14% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Sundaram Arbitrage Fund - Direct (G) | 0.57% | 1.57% | 3.1% | 7.09% | 7.48% | 5.78% | 4.76% |
| Sundaram Arbitrage Fund - Regular (G) | 0.5% | 1.36% | 2.67% | 6.14% | 6.74% | 5.13% | 4.14% |
| Sundaram Conservative Hybrid Fund - Dir (G) | 0.29% | 1.6% | 1.19% | 4.04% | 7.82% | 8.7% | 8.15% |
| Sundaram Conservative Hybrid Fund (G) | 0.2% | 1.35% | 0.69% | 3.08% | 6.81% | 7.72% | 7.17% |
| Sundaram Dividend Yield Fund - Direct (G) | 0.03% | 2.96% | 2.67% | -0.91% | 17.2% | 17.97% | 14.37% |
| Sundaram Dividend Yield Fund (G) | -0.07% | 2.65% | 2.05% | -2.1% | 15.73% | 16.78% | 13.22% |
| Sundaram Infrastructure Advantage Fund - Dir (G) | -2.24% | 1.01% | 0.28% | -1.31% | 20.82% | 24.16% | 14.08% |
| Sundaram Infrastructure Advantage Fund (G) | -2.29% | 0.88% | 0.02% | -1.82% | 20.14% | 23.49% | 11.79% |
| Sundaram Large and Mid Cap Fund - Direct (G) | -0.91% | 2.14% | 3.14% | -0.08% | 16.38% | 18.94% | 15.42% |
| Sundaram Large and Mid Cap Fund (G) | -0.99% | 1.88% | 2.61% | -1.1% | 15.14% | 17.61% | 12.19% |
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History
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