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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 Aggressive Hybrid Fund - (G)
Hybrid: Aggressive Hybrid
7332.62
Sundaram Aggressive Hybrid Fund - Direct (G)
Hybrid: Aggressive Hybrid
7332.62
Sundaram Balanced Advantage Fund - Direct (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1727.59
Sundaram Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1727.59
Sundaram Conservative Hybrid Fund - Dir (G)
Hybrid: Conservative Hybrid
20.57
Sundaram Conservative Hybrid Fund (G)
Hybrid: Conservative Hybrid
20.57
Sundaram ELSS Tax Saver Fund - Direct (G)
Equity: ELSS
1398.23
Sundaram ELSS Tax Saver Fund - Regular (G)
Equity: ELSS
1398.23
Sundaram Flexi Cap Fund - Direct (G)
Equity: Flexi Cap
2129.78
Sundaram Flexi Cap Fund (G)
Equity: Flexi Cap
2129.78
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd4.52%
Reverse Repo / Treps / CCIL3.67%
ICICI Bank Ltd2.97%
Reliance Industries Ltd2.93%
Cummins India Ltd2.50%
Fund Name1M3M6M1Y3Y5YSince Inception
Sundaram Aggressive Hybrid Fund - (G)
0.19%
2.48%
2.26%
2.4%
11.85%
13.7%
11.42%
Sundaram Aggressive Hybrid Fund - Direct (G)
0.28%
2.77%
2.83%
3.53%
13.14%
15.05%
14.05%
Sundaram Balanced Advantage Fund - Direct (G)
0.29%
2.68%
3.02%
4.42%
11.54%
11.53%
10.52%
Sundaram Balanced Advantage Fund (G)
0.17%
2.31%
2.27%
2.92%
9.93%
9.85%
8.91%
Sundaram Conservative Hybrid Fund - Dir (G)
0.29%
1.6%
1.19%
4.04%
7.82%
8.7%
8.15%
Sundaram Conservative Hybrid Fund (G)
0.2%
1.35%
0.69%
3.08%
6.81%
7.72%
7.17%
Sundaram ELSS Tax Saver Fund - Direct (G)
0.28%
2.09%
3.34%
3.72%
14.95%
17.57%
15.53%
Sundaram ELSS Tax Saver Fund - Regular (G)
0.24%
1.96%
3.07%
3.18%
14.33%
16.92%
15.79%
Sundaram Flexi Cap Fund - Direct (G)
0.34%
2.29%
3.76%
3.73%
15.61%
N/A
15.29%
Sundaram Flexi Cap Fund (G)
0.23%
1.94%
3.04%
2.32%
13.87%
N/A
13.52%
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History