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Sundaram Mutual Fund has announced change in the fund management responsibilities of following schemes with effect from June 02, 2025:
| Scheme(s) | Existing Fund Managers | New Fund Managers |
|---|---|---|
| Sundaram Business Cycle Fund | Bharath S. (Equity), Dwijendra Srivastava (Debt), Ratish Varier (Equity) and Sandeep Agarwal (Debt) |
Dwijendra Srivastava (Debt), Ratish Varier (Equity) and Sandeep Agarwal (Debt) |
| Sundaram Diversified Equity Fund |
Sudhir Kedia and Rohit Seksaria |
Bharath S. and Rohit Seksaria |
| Sundaram Dividend Yield Fund | Ashish Aggarwal and Ratish Varier |
Ashish Aggarwal |
| Sundaram ELSS Tax Saver Fund | Rohit Seksaria and Sudhir Kedia (Equity) |
Bharath S. and Rohit Seksaria |
| Sundaram Equity Savings Fund | Sudhir Kedia (Equity), Dwijendra Srivastava (Debt) and Rohit Seksaria (Equity) |
Clyton Richard Fernandes, Dwijendra Srivastava (Debt) and Rohit Seksaria (Equity) |
| Sundaram Financial Services Opportunities Fund | Ashish Aggarwal and Rohit Seksaria |
Rohit Seksaria |
| Sundaram Flexi Cap Fund | Bharath S., Dwijendra Srivastava (Debt) and Sudhir Kedia (Equity) |
Bharath S. and Dwijendra Srivastava (Debt) |
| Sundaram Focused Fund | Ashwin Jain and Bharath S. |
Ashwin Jain |
| Sundaram Infrastructure Advantage Fund | Ashish Aggarwal and Ratish Varier |
Ashish Aggarwal |
| Sundaram Large Cap Fund | Ashwin Jain and Bharath S. |
Ashwin Jain |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series III | Sudhir Kedia, Rohit Seksaria and Dwijendra Srivastava (Debt) |
Rohit Seksaria and Dwijendra Srivastava (Debt) |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series IV | Sudhir Kedia, Rohit Seksaria and Dwijendra Srivastava (Debt) |
Rohit Seksaria and Dwijendra Srivastava (Debt) |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series V | Sudhir Kedia, Rohit Seksaria and Dwijendra Srivastava (Debt) |
Rohit Seksaria and Dwijendra Srivastava (Debt) |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series VI | Sudhir Kedia, Rohit Seksaria and Dwijendra Srivastava (Debt) |
Rohit Seksaria and Dwijendra Srivastava (Debt) |
| Sundaram Long Term Tax Advantage Fund Series II | Rohit Seksaria, Sudhir Kedia and Dwijendra Srivastava (Debt) |
Rohit Seksaria and Dwijendra Srivastava (Debt) |
| Sundaram Long Term Tax Advantage Fund Series III | Sudhir Kedia, Rohit Seksaria and Dwijendra Srivastava (Debt) |
Rohit Seksaria and Dwijendra Srivastava (Debt) |
| Sundaram Long Term Tax Advantage Fund Series IV | Sudhir Kedia, Rohit Seksaria and Dwijendra Srivastava (Debt) |
Rohit Seksaria and Dwijendra Srivastava (Debt) |
| Sundaram Multi Cap Fund | Ratish Varier and Sudhir Kedia |
Ratish Varier |
| Sundaram Services Fund | Bharath S. and Rohit Seksaria |
Rohit Seksaria |
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