Rohit Seksaria
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 Financial Services Opportunities Fund SUNDARAM · Sectoral/ Thematic | fund manager | Mar 2024* | now | 30 | 11.6% p.a. | 9.9% p.a. | +1.68 pp | under 3 yrs |
| Sundaram Services Fund SUNDARAM · Sectoral/ Thematic | fund manager | Mar 2024* | now | 30 | 13.8% p.a. | 9.9% p.a. | +3.91 pp | under 3 yrs |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) SUNDARAM · Index Funds | fund manager | Mar 2024* | now | 30 | 8.6% p.a. | 6.4% p.a. | +2.15 pp | under 3 yrs |
| Sundaram Small Cap Fund SUNDARAM · Small Cap | fund manager | Sep 2024* | now | 24 | 7.7% p.a. | 5.3% p.a. | +2.46 pp | under 3 yrs |
| Sundaram ELSS Tax Saver Fund SUNDARAM · ELSS | fund manager | Sep 2024* | now | 24 | −0.7% p.a. | 0.6% p.a. | −1.29 pp | under 3 yrs |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) SUNDARAM · Equity Savings | equity portion | Jun 2025* | now | 15 | 3.7% p.a. | 4.9% p.a. | −1.20 pp | under 3 yrs |
| Sundaram Multi-Factor Fund SUNDARAM · Sectoral/ Thematic | equity portion | Jul 2025* | now | 14 | 0.5% p.a. | 7.3% p.a. | −6.84 pp | under 3 yrs |
| Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) SUNDARAM · Arbitrage | fund manager | Dec 2025* | now | 9 | 4.8% | 5.0% | −0.13 pp | under 3 yrs |
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) SUNDARAM · Sectoral/ Thematic | fund manager | Mar 2026* | now | 6 | 7.2% | 6.3% | +0.92 pp | under 3 yrs |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) SUNDARAM · Multi Cap | fund manager | Jun 2026* | now | 3 | 9.3% | 7.9% | +1.41 pp | under 3 yrs |
| Sundaram Flexicap Fund SUNDARAM · Flexi Cap | overseas investments | Sep 2022* | Sep 2022 | 1 | — | — | — | under 3 yrs |
| Sundaram Value Fund SUNDARAM · Value | fund manager | Sep 2025* | May 2026 | 9 | −4.8% | 2.1% | −6.89 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
3 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. Nothing on this page ranks anyone.