back button

Sundaram Mutual Fund - Fund Manager

Ashwin Jain

Ashwin Jain

Qualification: BE., PGDM. Experience:19 years in Institutional Equities (Investment & Fund Management)  May 2022 - June 2024 Kedaara Capital Advisors LLP - Director Insights  April 2016 - April 2022 - ICICI Prudential AMC- Equity Fund Manager  Mar 2010 - April 2016 - ICICI Prudential AMC - Investment Analyst  Sep 2008 - April 2009 - Merrill Lynch - Associate - Fixed Income Derivatives.  April 2007 - June 2007 - Merrill Lynch - Summer Analyst.

Fund Name
Classification
Fund AUM (Cr.)
Sundaram Focused Fund - Direct (G)
Equity: Focused
1096.58
Sundaram Focused Fund (G)
Equity: Focused
1096.58
Sundaram Large Cap Fund - Direct (G)
Equity: Large Cap
3358.25
Sundaram Large Cap Fund - Regular (G)
Equity: Large Cap
3358.25
Sundaram Large Cap Fund - Regular (IDCW)
Equity: Large Cap
3358.25
Sundaram Large Cap Fund - Regular (IDCW) RI
Equity: Large Cap
3358.25
Sundaram Large Cap Fund - Direct (IDCW)
Equity: Large Cap
3358.25
Sundaram Large Cap Fund - Direct (IDCW) RI
Equity: Large Cap
3358.25
Sundaram Focused Fund (IDCW-H)
Equity: Focused
1096.58
Sundaram Focused Fund - Direct (IDCW-H)
Equity: Focused
1096.58
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd9.57%
ICICI Bank Ltd8.44%
Bharti Airtel Ltd6.24%
Infosys Ltd4.86%
Kotak Mahindra Bank Ltd3.62%
Fund Name1M3M6M1Y3Y5YSince Inception
Sundaram Focused Fund - Direct (G)
-0.92%
0.65%
1.37%
-2.13%
13.61%
16.36%
14.43%
Sundaram Focused Fund (G)
-1%
0.41%
0.88%
-3.06%
12.45%
15.18%
14.82%
Sundaram Large Cap Fund - Direct (G)
0.25%
2.74%
2.17%
2.27%
12.46%
15.56%
17.73%
Sundaram Large Cap Fund - Regular (G)
0.14%
2.41%
1.53%
0.98%
11.02%
13.9%
16.02%
Sundaram Large Cap Fund - Regular (IDCW)
0.14%
-4.59%
-5.41%
-12.45%
3.33%
6.8%
9.03%
Sundaram Large Cap Fund - Regular (IDCW) RI
0.14%
2.41%
1.53%
0.9%
11%
13.88%
16%
Sundaram Large Cap Fund - Direct (IDCW)
0.25%
-4.22%
-4.75%
-11.28%
4.73%
8.4%
10.68%
Sundaram Large Cap Fund - Direct (IDCW) RI
0.25%
2.73%
2.17%
2.18%
12.45%
15.55%
17.72%
Sundaram Focused Fund (IDCW-H)
-1%
0.41%
0.88%
-3.09%
12.45%
15.2%
14.75%
Sundaram Focused Fund - Direct (IDCW-H)
-0.92%
0.65%
1.37%
-2.16%
13.61%
16.37%
14.3%
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History