: Siddharth Chaudhary Sandeep Agarwal
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 | Oct 2015* | Oct 2015 | 1 | 0.6% | 0.7% | −0.10 pp | under 3 yrs |
| Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) SUNDARAM · Banking and PSU Debt | fund manager | Jan 2017* | Feb 2017 | 2 | 1.0% | 0.9% | +0.05 pp | under 3 yrs |
| Sundaram Money Market Fund SUNDARAM · Money Market | fund manager | Sep 2018* | Apr 2022 | 44 | 5.6% p.a. | 6.0% p.a. | −0.43 pp | 0% of 8 |
| Sundaram Overnight Fund SUNDARAM · Overnight | debt portion | Mar 2019* | Apr 2022 | 38 | 4.1% p.a. | 3.9% p.a. | +0.22 pp | 100% of 2 |
| Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) SUNDARAM · Ultra Short Term | fund manager | Jul 2019* | Apr 2022 | 34 | 1.0% | 1.0% | 0.00 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
1 of these stints is 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.