Clyton Richard Fernandes
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) SUNDARAM · Aggressive Hybrid | fund manager | Oct 2024* | now | 23 | 0.4% p.a. | 2.1% p.a. | −1.72 pp | under 3 yrs |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) SUNDARAM · Dynamic Asset Allocation or Balanced Advantage | fund manager | Oct 2024* | now | 23 | 2.0% p.a. | 3.3% p.a. | −1.28 pp | under 3 yrs |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) SUNDARAM · Equity Savings | fund manager | Jun 2025* | now | 15 | 3.7% p.a. | 4.9% p.a. | −1.20 pp | under 3 yrs |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) SUNDARAM · Sectoral/ Thematic | fund manager | Dec 2025* | Dec 2025 | 1 | −0.9% | −0.5% | −0.46 pp | under 3 yrs |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) SUNDARAM · Dividend Yield | fund manager | Dec 2025* | Dec 2025 | 1 | 0.2% | 0.3% | −0.05 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Nothing on this page ranks anyone.