Fund Profile
Scheme Name
Asset Size
Asset Date
Fund Manager
Sundaram Balanced Fund(D) Balanced - Equity Oriented 283 28-Feb-17   15 24-Mar-17 Shiv Chanani
Sundaram Balanced Fund(D)-Direct Plan Balanced - Equity Oriented 283 28-Feb-17   15 24-Mar-17 Shiv Chanani
Sundaram Balanced Fund(G) Balanced - Equity Oriented 283 28-Feb-17   74 24-Mar-17 Shiv Chanani
Sundaram Balanced Fund(G)-Direct Plan Balanced - Equity Oriented 283 28-Feb-17   76 24-Mar-17 Shiv Chanani
Sundaram Banking & PSU Debt Fund(B) Floating Rate - Short Term 1453 28-Feb-17   13 24-Mar-17 Dwijendra Srivastava
Siddharth Chaudhary
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Scheme Details
Equity - Diversified2
Equity - Banks & Fin Srvs1
Equity - ELSS4
Balanced - Equity Oriented1
Balanced - Debt-Oriented7
Monthly Income Plans2
Capital Protection2
Short Term Income Plans1
Ultra Short Term Plans1
Long Term Income2
Fixed Maturity Plans17
Gilt - Long Term1
Liquid Funds1
Floating Rate - Long Term1
Floating Rate - Short Term1
Equity - Large-cap9
Equity - Mid-cap5
Equity - Small-cap15
Equity - Global3
FOF - Overseas1
Equity - Infrastructure1
Equity - Multi-cap1
Incorporation On
Feb 26,1996
Total Asset Under Management
Pvt. Sector - Joint Ventures (Indian)
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
+91 (22) 28583362/3367
+91 (22) 22858 3156
Computer Age Management Services Private Limited, Computronics Financial Services India Limited, Karvy Computershare Private Limited, Sundaram BNP Paribas Fund Services Limited.
Key Personnel
Chief Executive Officer
Mr. Sunil Subramaniam
Chief Operating Officer
Mr. Lakshminarayanan Duraiswamy
CIO - Debt
Mr. Dwijendra Srivastava
Head - International Business
Mr. R Vijayendiran
Non-Executive Director
Mr. T.T. Srinivasaraghavan
Independent Director
Mr. S. Krishnamurthy
Independent Director
Mr. Ashoke Bijapurkar
Research Analyst
Mr. Sudarshan Padmanabhan
Trader – Fixed Income
Mr. Sachin Jain
Fund Manager - Equity
Mr. Shiv Chanani
Chief Investment Officer - Equity
Mr. S. Krishnakumar
Principal Officer
Mr. S. Bharath
Fund Manager - Fixed Income
Mr. Siddharth Chaudhary
Fund Manager - Fixed Income
Mr. Sandeep Agarwal
Head- Fixed Income, Products & Strategy
Mr. Raju Sharma
Managing Director
Mr. Harsha Viji
Independent Director
Mr. Rishikesha.T.Krishnan
Mr. M S Sundararajan
Independent Director
Mr. R Venkatraman
Head - Product & Marketing
Mr. C M Loganathan
Vice President - Customer Service
Mr. S Ravi
Fund Manager - Equity
Mr. Rahul Baijal
Credit Head-Investment
Mr. Chandan Singh Gehlot
Research Analyst-Investment
Mr. Dhaval Gada
Research Analyst-Investment
Mr. Kirthi K Jain
Research Analyst - Investment
Mr. Prashant N Kutty
Head - HR
Mrs. Pinky K Rohira
Secretary & Compliance Officer
P. Sundararajan
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