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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 Debt Oriented Hybrid Fund (G)
Hybrid: Conservative Hybrid
27.67
Sundaram Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1568.29
Sundaram Mid Cap Fund - (G)
Equity: Mid Cap
9880.35
Sundaram Mid Cap Fund - Inst (G)
Equity: Mid Cap
7352.26
Sundaram Aggressive Hybrid Fund - (G)
Hybrid: Aggressive Hybrid
4077.03
Sundaram Debt Oriented Hybrid Fund (IDCW-H)
Hybrid: Conservative Hybrid
27.67
Sundaram Mid Cap Fund - Inst (IDCW)
Equity: Mid Cap
7352.26
Sundaram Mid Cap Fund - (IDCW)
Equity: Mid Cap
9880.35
Sundaram Aggressive Hybrid Fund - (IDCW-M)
Hybrid: Aggressive Hybrid
4077.03
Sundaram Balanced Advantage Fund (IDCW-M)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1568.29
Top Holdings - ConsoloidatedWts(%)
Power Finance Corporation Ltd2.95%
TREPS2.86%
HDFC Bank Ltd2.23%
Federal Bank Ltd2.22%
Tube Investments of India Ltd2.08%
Fund Name1M3M6M1Y3Y5YSince Inception
Sundaram Debt Oriented Hybrid Fund (G)
0.63%
3.9%
4.46%
9.42%
8.44%
6.84%
7.33%
Sundaram Balanced Advantage Fund (G)
1.31%
6.57%
8.67%
15.01%
10.09%
8.27%
8.88%
Sundaram Mid Cap Fund - (G)
2.13%
14.41%
24.86%
43.86%
25.27%
18.33%
24.28%
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)
1.49%
7.32%
10.56%
18.32%
13.91%
12.46%
11.46%
Sundaram Debt Oriented Hybrid Fund (IDCW-H)
0.63%
3.9%
4.46%
9.42%
8.44%
6.83%
7.33%
Sundaram Mid Cap Fund - Inst (IDCW)
2.55%
0.92%
12.44%
38.6%
16.2%
13.64%
16.02%
Sundaram Mid Cap Fund - (IDCW)
2.13%
14.58%
25.05%
44.08%
25.32%
18.11%
24.19%
Sundaram Aggressive Hybrid Fund - (IDCW-M)
1.49%
7.32%
10.57%
18.32%
14.05%
12.21%
12.22%
Sundaram Balanced Advantage Fund (IDCW-M)
1.31%
6.57%
8.67%
15.02%
10.11%
7.93%
8.67%
Fund Performance