Bharath S
Bharath S is named as a fund manager on 8 schemes holding ₹27,536 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 (8 funds)
| # | |||||||
|---|---|---|---|---|---|---|---|
| 1 | Sundaram Mid Cap Fund Direct Plan - GrowthSilver | Mid Cap Fund | ₹13,854 Cr | -5.76% | +15.41% | 1.06% | 2021 |
| 2 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth OptionSilver | Aggressive Hybrid Fund | ₹8,793 Cr | -8.74% | +7.67% | 1.15% | 2021 |
| 3 | Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - GROWTH - Direct PlanSilver | Dynamic Asset Allocation or Balanced Advantage | ₹1,596 Cr | -6.93% | +7.05% | 1.11% | 2021 |
| 4 | Sundaram Value Fund Direct Plan - Growth | Value Fund | ₹1,217 Cr | -12.01% | +5.79% | 1.77% | 2026 |
| 5 | Sundaram ELSS Tax Saver Fund Direct Plan GrowthBronze | ELSS | ₹1,212 Cr | -12.13% | +7.19% | 1.77% | 2025 |
| 6 | Sundaram Multi-Factor Fund - Direct - Growth | Sectoral/Thematic | ₹790 Cr | -11.39% | — | 1.66% | 2025 |
| 7 | Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth | FoF Domestic | ₹56 Cr | — | — | 0.34% | 2026 |
| 8 | Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth | Conservative Hybrid Fund | ₹18 Cr | -2.00% | +5.26% | 1.14% | 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.