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O3 Securities Pvt Ltd - Fund Manager

E A Sundaram

E A Sundaram

"Sundaram is the Executive Director and CIO – Public Markets at o3 Capital. He holds experience of over 27 years across public equities, fund management, in various formats including close & open-ended funds, family offices & portfolio management services. Prior to o3 Capital, he worked as CIO at Pramerica AMC, Portfolio Manager for the Family Office at M3 Investment Managers, Portfolio Manager at HDFC AMC, Head of Research & Fund Manager at Zurich AMC. Sundaram holds an MBA degree from IIM, Ahmedabad"

Fund Name
Classification
Fund AUM (Cr.)
Core Value Strategy-Concentrated Option
Equity: Multi Cap
413
Core Value Strategy-Regular Option
Equity: Multi Cap
413
Top Holdings - ConsoloidatedWts(%)
Cash and Equivalents8.50%
HDFC Bank Ltd8.00%
Infosys Ltd6.75%
ITC Ltd6.75%
Maruti Suzuki India Ltd5.75%
Fund Name1M3M6M1Y3Y5YSince Inception
Core Value Strategy-Concentrated Option
4.84%
7.06%
10.6%
24.45%
19.43%
N/A
15.92%
Core Value Strategy-Regular Option
5.52%
9.25%
16.09%
30.57%
22.63%
N/A
18.35%
Fund Performance