Dwijendra Srivastava
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 Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) SUNDARAM · Banking and PSU Debt | fund manager | Mar 2024* | now | 30 | 7.1% p.a. | 7.1% p.a. | +0.01 pp | under 3 yrs |
| Sundaram Corporate Bond Fund SUNDARAM · Corporate Bond | fund manager | Mar 2024* | now | 30 | 7.1% p.a. | 7.4% p.a. | −0.30 pp | under 3 yrs |
| Sundaram Money Market Fund SUNDARAM · Money Market | fund manager | Mar 2024* | now | 30 | 7.3% p.a. | 7.4% p.a. | −0.04 pp | under 3 yrs |
| Sundaram Overnight Fund SUNDARAM · Overnight | fund manager | Mar 2024* | now | 30 | 5.9% p.a. | 6.0% p.a. | −0.01 pp | under 3 yrs |
| Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) SUNDARAM · Ultra Short to Short Term | fund manager | Mar 2024* | now | 30 | 7.3% p.a. | 7.4% p.a. | −0.01 pp | under 3 yrs |
| Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) SUNDARAM · Ultra Short Term | fund manager | Mar 2024* | now | 30 | 7.3% p.a. | 7.3% p.a. | +0.01 pp | under 3 yrs |
| Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) SUNDARAM · Short Term | fund manager | Mar 2024* | now | 30 | 7.5% p.a. | 7.4% p.a. | +0.08 pp | under 3 yrs |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) SUNDARAM · Liquid | fund manager | Mar 2024* | now | 30 | 7.0% p.a. | 6.9% p.a. | +0.08 pp | under 3 yrs |
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) SUNDARAM · Medium Term | fund manager | Apr 2024* | now | 29 | 5.9% p.a. | 7.7% p.a. | −1.76 pp | under 3 yrs |
| Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) SUNDARAM · Arbitrage | fund manager | by Sep 2024† | now | ≥ 24 | 6.9% p.a. | 6.9% p.a. | −0.03 pp | under 3 yrs |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) SUNDARAM · Aggressive Hybrid | fund manager | by Sep 2024† | now | ≥ 24 | 1.7% p.a. | 2.9% p.a. | −1.25 pp | under 3 yrs |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) SUNDARAM · Equity Savings | debt portion | by Sep 2024† | now | ≥ 24 | 4.6% p.a. | 5.1% p.a. | −0.52 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 | Sep 2024* | now | 24 | 2.8% p.a. | 3.8% p.a. | −0.98 pp | under 3 yrs |
| Sundaram Flexicap Fund SUNDARAM · Flexi Cap | fund manager | Sep 2024* | now | 24 | 0.3% p.a. | 2.9% p.a. | −2.59 pp | under 3 yrs |
| Sundaram Multi-Factor Fund SUNDARAM · Sectoral/ Thematic | debt portion | Jul 2025* | now | 14 | 0.5% p.a. | 7.3% p.a. | −6.84 pp | under 3 yrs |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) SUNDARAM · Conservative Hybrid | fund manager | Dec 2025* | now | 9 | −0.7% | 1.9% | −2.57 pp | under 3 yrs |
| Sundaram Business Cycle Fund SUNDARAM · Sectoral/ Thematic | fund manager | Mar 2026* | now | 6 | 15.4% | 6.3% | +9.15 pp | under 3 yrs |
| Sundaram Value Fund SUNDARAM · Value | fund manager | Mar 2026* | May 2026 | 3 | −6.6% | −2.6% | −3.97 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. 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
2 of these stints are a co-manager or sleeve role; 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. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.