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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
31.51
Sundaram Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1523.84
Sundaram Mid Cap Fund - (G)
Equity: Mid Cap
10112.24
Sundaram Mid Cap Fund - Inst (G)
Equity: Mid Cap
7352.26
Sundaram Aggressive Hybrid Fund - (G)
Hybrid: Aggressive Hybrid
4191.21
Sundaram Multi Asset Allocation Fund-Reg (G)
Hybrid: Multi Asset Allocation
1893.64
Sundaram Multi Asset Allocation Fund-Reg (IDCW)
Hybrid: Multi Asset Allocation
1893.64
Sundaram Multi Asset Allocation Fund-Reg (IDCW) RI
Hybrid: Multi Asset Allocation
1893.64
Sundaram Debt Oriented Hybrid Fund (IDCW-H)
Hybrid: Conservative Hybrid
31.51
Sundaram Mid Cap Fund - Inst (IDCW)
Equity: Mid Cap
7352.26
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
TREPS4.59%
Power Finance Corporation Ltd.2.52%
Reliance Industries Ltd.2.27%
HDFC Bank Ltd.2.23%
Tube Investments of India Ltd2.01%
Fund Name1M3M6M1Y3Y5YSince Inception
Sundaram Debt Oriented Hybrid Fund (G)
1.35%
4.34%
5.49%
11.68%
8.8%
7.22%
7.37%
Sundaram Balanced Advantage Fund (G)
2.28%
7.76%
10.7%
20.41%
10.59%
8.82%
8.97%
Sundaram Mid Cap Fund - (G)
3.19%
12.82%
22.92%
50.89%
23.61%
19.96%
24.3%
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)
2.98%
9.6%
13.2%
26.24%
14.28%
13.59%
11.54%
Sundaram Multi Asset Allocation Fund-Reg (G)
0.9%
N/A
N/A
N/A
N/A
N/A
0.9%
Sundaram Multi Asset Allocation Fund-Reg (IDCW)
0.9%
N/A
N/A
N/A
N/A
N/A
0.9%
Sundaram Multi Asset Allocation Fund-Reg (IDCW) RI
0.9%
N/A
N/A
N/A
N/A
N/A
0.9%
Sundaram Debt Oriented Hybrid Fund (IDCW-H)
1.35%
4.34%
5.49%
11.68%
8.8%
7.21%
7.38%
Sundaram Mid Cap Fund - Inst (IDCW)
2.55%
0.92%
12.44%
38.6%
16.2%
13.64%
16.02%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History