Bharath S
Bharath S is named as a fund manager on 5 schemes holding ₹25,950 Cr in assets at Sundaram Mutual Fund, with the earliest recorded start in 2021.
Manager names and start dates come from fund-house disclosures and cover the schemes where we hold that data. A manager is often one of several named on a scheme, so fund performance is not attributable to any single individual.
Sundaram Mutual Fund (5 funds)
| # | Fund | Category | |||||
|---|---|---|---|---|---|---|---|
| 1 | Sundaram Mid Cap Fund Direct Plan - GrowthBronze | Mid Cap Fund | ₹14,026 Cr | +12.60% | +21.89% | 1.05% | 2021 |
| 2 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth OptionBronze | Aggressive Hybrid Fund | ₹8,941 Cr | +2.84% | +10.90% | 1.17% | 2021 |
| 3 | Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option | Dynamic Asset Allocation or Balanced Advantage | ₹1,664 Cr | +3.83% | +9.94% | 1.13% | 2021 |
| 4 | Sundaram Value Fund Direct Plan - Growth | Value Fund | ₹1,300 Cr | -1.19% | +8.45% | 1.75% | 2026 |
| 5 | Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth | Conservative Hybrid Fund | ₹19 Cr | +1.62% | +5.99% | 1.13% | 2022 |
Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. Click any numeric column to re-sort; funds with no value for that column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. “Since” is the year this manager was first named on the scheme.