Shalav Saket
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 Global Brand Theme-Equity Active FOF SUNDARAM · FoF Overseas | fund manager | Dec 2025* | now | 9 | 13.4% | 19.7% | −6.25 pp | under 3 yrs |
| Sundaram Value Fund SUNDARAM · Value | overseas investments | Mar 2026* | now | 6 | −4.5% | 1.7% | −6.17 pp | under 3 yrs |
| Sundaram Small Cap Fund SUNDARAM · Small Cap | overseas investments | Mar 2026* | now | 6 | 19.6% | 19.7% | −0.13 pp | under 3 yrs |
| Sundaram Mid Cap Fund SUNDARAM · Mid Cap | overseas investments | Mar 2026* | now | 6 | 7.8% | 10.1% | −2.22 pp | under 3 yrs |
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) SUNDARAM · Sectoral/ Thematic | overseas investments | Mar 2026* | now | 6 | 7.2% | 6.3% | +0.92 pp | under 3 yrs |
| Sundaram Large and Midcap Fund SUNDARAM · Large & Mid Cap | overseas investments | Mar 2026* | now | 6 | 10.2% | 5.3% | +4.89 pp | under 3 yrs |
| Sundaram Financial Services Opportunities Fund SUNDARAM · Sectoral/ Thematic | overseas investments | Mar 2026* | now | 6 | 1.0% | 6.3% | −5.30 pp | under 3 yrs |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) SUNDARAM · Sectoral/ Thematic | overseas investments | Mar 2026* | now | 6 | 2.2% | 6.3% | −4.11 pp | under 3 yrs |
| Sundaram Services Fund SUNDARAM · Sectoral/ Thematic | overseas investments | Mar 2026* | now | 6 | 9.8% | 6.3% | +3.48 pp | under 3 yrs |
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) SUNDARAM · Large Cap | overseas investments | Mar 2026* | now | 6 | −0.2% | −0.3% | +0.07 pp | under 3 yrs |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) SUNDARAM · Focused | overseas investments | Mar 2026* | now | 6 | 7.7% | 3.9% | +3.74 pp | under 3 yrs |
| Sundaram ELSS Tax Saver Fund SUNDARAM · ELSS | overseas investments | Mar 2026* | now | 6 | −2.5% | 3.5% | −5.99 pp | under 3 yrs |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) SUNDARAM · Aggressive Hybrid | overseas investments | Mar 2026* | now | 6 | 1.5% | 2.5% | −0.99 pp | under 3 yrs |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) SUNDARAM · Multi Cap | overseas investments | Mar 2026* | now | 6 | 6.3% | 9.9% | −3.51 pp | under 3 yrs |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) SUNDARAM · Dividend Yield | overseas investments | Mar 2026* | now | 6 | −4.2% | −0.6% | −3.66 pp | under 3 yrs |
| Sundaram Flexicap Fund SUNDARAM · Flexi Cap | overseas investments | Mar 2026* | now | 6 | −2.1% | 5.0% | −7.07 pp | under 3 yrs |
| Sundaram Multi Asset Allocation Fund SUNDARAM · Multi Asset Allocation | overseas investments | Mar 2026* | now | 6 | 0.3% | 1.6% | −1.28 pp | under 3 yrs |
| Sundaram Business Cycle Fund SUNDARAM · Sectoral/ Thematic | overseas investments | Mar 2026* | now | 6 | 15.4% | 6.3% | +9.15 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
17 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.