Skip to content
MintByte
§00 · MUTUAL FUNDS · MANAGER · DWIJENDRA SRIVASTAVA · 29 SCHEMES

Dwijendra Srivastava

0 years tenure
₹42.6k cr aggregate AUM

Dwijendra Srivastava runs 29 schemes totalling ₹42.6k cr in AUM. Manager tenure spans 0 years. A manager's track record is the strongest signal of repeatable process — isolated outperformance in a single scheme tells you less than consistency across multiple mandates.

Schemes
29
Aggregate AUM
₹42.6k cr
Tenure
0 yrs
Wtd 3Y
+8.01%
AUM-weighted across schemes
Wtd 5Y
+7.18%
AUM-weighted across schemes
§01 · DWIJENDRA SRIVASTAVA · SCHEMES · 29 TOTAL

Schemes currently managed.

Ordered by AUM descending. The largest mandate is usually the manager's anchor — newer or smaller mandates can carry different risk-reward profiles and shouldn't be benchmarked against the flagship.

SchemeAUM3Y CAGR5Y CAGR
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth₹8.5k cr+9.68%
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option₹7.1k cr+6.79%
Sundaram Multi Asset Allocation Fund Regular Plan Growth₹3.3k cr
Sundaram Multi Asset Allocation Fund Direct Plan Growth₹3.3k cr
Sundaram Flexicap Fund Regular Growth₹2.0k cr+10.04%
Sundaram Money Market Fund Regular Plan - Growth₹2.0k cr+6.96%+6.11%
Sundaram Money Market Fund Direct Plan - Growth₹2.0k cr+7.09%+6.22%
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option₹1.8k cr+5.87%
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option₹1.7k cr+8.11%
Sundaram Business Cycle Fund Direct Plan Growth₹1.6k cr
Sundaram Business Cycle Fund Regular Plan Growth₹1.6k cr
Sundaram Value Fund Regular Plan - Growth₹1.3k cr+8.77%+9.92%
Sundaram Value Fund Direct Plan - Growth₹1.3k cr+9.37%+10.54%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option₹1.1k cr+8.95%
Sundaram Overnight Fund Regular Plan - Growth₹624 cr+6.09%+5.47%
Sundaram Overnight Fund Direct Plan - Growth₹624 cr+6.20%+5.57%
Sundaram Corporate Bond Fund Direct Plan - Growth₹616 cr+6.79%+5.91%
Sundaram Corporate Bond Fund Regular Plan- Growth₹616 cr+6.54%+5.66%
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth₹442 cr+6.58%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option₹369 cr+6.40%
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan - Growth₹278 cr+6.82%+5.75%
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth₹278 cr+6.67%+5.59%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan₹188 cr+6.60%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth₹34 cr+5.66%+4.80%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth₹34 cr+4.74%+3.86%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth₹31 cr+16.16%+18.63%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth₹31 cr+16.42%+18.89%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth₹19 cr+5.83%+7.12%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth₹19 cr+4.88%+6.16%
Reading a manager's track record

AUM-weighted, multi-scheme, and skeptical of solo wins.

The 3Y and 5Y CAGRs shown for each scheme are pulled from the latest monthly return refresh (live data). The weighted 3Y and 5Y at the top of this page are AUM-weighted means across the schemes this manager runs — large mandates count more than small mandates in the headline number, mirroring how investors actually experience the manager's allocation choices.

A single strong scheme doesn't make a strong manager. Look for consistency across the schemes column — if 3Y CAGRs vary by more than ~5 percentage points across schemes, the manager may be running materially different strategies under one name, and the composite is less meaningful than the per-scheme view.

Tenure is the number of years on file with AMFI. A 3-year tenure cannot have a 5-year CAGR on a single scheme; where the return column shows a number anyway, the manager has likely inherited a scheme with an existing track record. Full methodology · reviewed January 2026.

Adjacent surfaces

All mutual fundsFilter every scheme by manager via the AMC view.Mutual fundsFilter all schemes by category, AMC, or rating.AMCsFund houses where these managers operate.

Tenure and scheme assignments sourced from AMFI fund-manager disclosure; returns from AMFI NAV history compiled in-house. Track-record analysis is not a forecast — past performance does not guarantee future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872); SEBI Registered Investment Adviser and Research Analyst registrations are in process. Not investment advice.