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Bharath S

Bharath S is named as a fund manager on 7 schemes holding ₹28,067 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 (7 funds)

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1Sundaram Mid Cap Fund Direct Plan - GrowthSilverMid Cap Fund₹14,863 Cr+2.70%+15.97%1.06%2021
2Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth OptionSilverAggressive Hybrid Fund₹9,272 Cr-3.97%+8.11%1.16%2021
3Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth OptionDynamic Asset Allocation or Balanced Advantage₹1,686 Cr-2.55%+7.51%1.12%2021
4Sundaram Value Fund Direct Plan - GrowthValue Fund₹1,284 Cr-8.11%+5.51%1.78%2026
5Sundaram Multi-Factor Fund - Direct - GrowthSectoral/Thematic₹871 Cr-7.06%—1.77%2025
6Sundaram Income Plus Arbitrage Active FoF Fund-Direct-GrowthBronzeFoF Domestic₹71 Cr——0.34%2026
7Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - GrowthConservative Hybrid Fund₹19 Cr-0.90%+5.05%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 column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a 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.