back button

Sundaram Mutual Fund - Fund Manager

S Bharath

S Bharath

Qualification: B.Com, MBA, ICWA. Experience:He has experience over 8 years in research and he is the dedicated fund manager for overseas securities.He joined Sundaram AMC in 2004.

Fund Name
Classification
Fund AUM (Cr.)
Sundaram Conservative Hybrid Fund (G)
Hybrid: Conservative Hybrid
26.82
Sundaram Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1572.95
Sundaram Mid Cap Fund - (G)
Equity: Mid Cap
12465.38
Sundaram Focused Fund (G)
Equity: Focused
1137.75
Sundaram Services Fund - Regular (G)
Equity: Sectoral : Thematic
3736.14
Sundaram Mid Cap Fund - Inst (G)
Equity: Mid Cap
7352.26
Sundaram Aggressive Hybrid Fund - (G)
Hybrid: Aggressive Hybrid
5191.82
Sundaram Flexi Cap Fund (G)
Equity: Flexi Cap
2186.27
Sundaram Multi Asset Allocation Fund-Reg (G)
Hybrid: Multi Asset Allocation
2310.19
Sundaram Business Cycle Fund - Regular (G)
Equity: Sectoral : Thematic
1331.05
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
TREPS4.72%
HDFC Bank Ltd3.24%
Reliance Industries Ltd3.06%
Bharti Airtel Ltd2.49%
Kalyan Jewellers India Ltd2.45%
Fund Name1M3M6M1Y3Y5YSince Inception
Sundaram Conservative Hybrid Fund (G)
1.28%
3.69%
4.66%
11.06%
8.72%
9.17%
7.49%
Sundaram Balanced Advantage Fund (G)
2.87%
7.82%
9.47%
21.29%
11.51%
11.31%
9.45%
Sundaram Mid Cap Fund - (G)
7.8%
15.05%
26.18%
51.44%
25.24%
26.97%
25.02%
Sundaram Focused Fund (G)
5.16%
10.58%
16.47%
32.28%
14.95%
22.26%
16.05%
Sundaram Services Fund - Regular (G)
7.77%
14.55%
18.65%
32.37%
17.79%
25.25%
22.21%
Sundaram Mid Cap Fund - Inst (G)
2.55%
0.92%
12.44%
38.6%
16.2%
13.64%
16.02%
Sundaram Aggressive Hybrid Fund - (G)
3.85%
9.3%
12.63%
27.42%
13.11%
17.25%
11.89%
Sundaram Flexi Cap Fund (G)
3.38%
17.14%
15.92%
31.1%
N/A
N/A
21.51%
Sundaram Multi Asset Allocation Fund-Reg (G)
1.55%
9.14%
11.99%
N/A
N/A
N/A
14.7%
Sundaram Business Cycle Fund - Regular (G)
3.92%
N/A
N/A
N/A
N/A
N/A
6.86%
Fund Performance
Sector Weights

-

Aum Movement
Fund Manager History