Bharath S
Bharath S is named as a fund manager on 7 schemes holding ₹27,626 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)
| # | |||||||
|---|---|---|---|---|---|---|---|
| 1 | Sundaram Mid Cap Fund Direct Plan - GrowthSilver | Mid Cap Fund | ₹14,504 Cr | +12.70% | +21.96% | 1.05% | 2021 |
| 2 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth OptionSilver | Aggressive Hybrid Fund | ₹9,147 Cr | +3.18% | +11.07% | 1.17% | 2021 |
| 3 | Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth OptionBronze | Dynamic Asset Allocation or Balanced Advantage | ₹1,682 Cr | +4.13% | +10.11% | 1.13% | 2021 |
| 4 | Sundaram Value Fund Direct Plan - Growth | Value Fund | ₹1,303 Cr | -2.21% | +8.39% | 1.76% | 2026 |
| 5 | Sundaram Multi-Factor Fund - Direct - Growth | Sectoral/Thematic | ₹902 Cr | -0.37% | — | 1.46% | 2025 |
| 6 | Sundaram Income Plus Arbitrage Active FoF Fund-Direct-GrowthBronze | FoF Domestic | ₹69 Cr | — | — | 0.38% | 2026 |
| 7 | Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth | Conservative Hybrid Fund | ₹19 Cr | +1.79% | +5.98% | 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.