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Bharath S

Fund manager at Sundaram Mutual Fund

Schemes managed
9
Assets in those schemes
₹29,374 crRegular plan – Growth, 30 Sep 2026
Longest tenure
Sundaram Mid Cap Fundsince 24 Feb 2021

Source: fund houses’ disclosures, as of 28 Oct 2026.

Schemes managed, A to Z

The schemes Bharath S manages, A to Z
SchemeCategoryRoleSinceCo-managersAssets, ₹ cr
Sundaram Aggressive Hybrid FundAggressive Hybrid FundFund manager, equity1 Jan 2022Clyton Richard Fernandes, Kumaresh Ramakrishnan, Shalav Saket8,79330 Sep 2026
Sundaram Conservative Hybrid FundConservative Hybrid FundFund manager, equity16 May 2022Kumaresh Ramakrishnan1830 Sep 2026
Sundaram Dynamic Asset Allocation FundDynamic Asset Allocation FundFund manager, equity1 Jan 2022Clyton Richard Fernandes, Kumaresh Ramakrishnan1,59630 Sep 2026
Sundaram ELSS Tax Saver FundELSS – Tax Saver FundFund manager2 Jun 2025Rohit Seksaria1,21230 Sep 2026
Sundaram Flexi Cap FundFlexi Cap FundFund manager1 Jul 2024Sandeep Agarwal, Shalav Saket1,83730 Sep 2026
Sundaram Income Plus Arbitrage Active FoFFund of Funds (Overseas/Domestic)Fund manager, equity5 Jan 2026Kumaresh Ramakrishnan, Sandeep Agarwal5630 Sep 2026
Sundaram Mid Cap FundMid Cap FundFund manager24 Feb 2021Shalav Saket13,85430 Sep 2026
Sundaram Multi-Factor FundSectoral/Thematic FundFund manager, equity2 Jul 2025Rohit Seksaria, Sandeep Agarwal79030 Sep 2026
Sundaram Value FundValue FundFund manager11 May 2026Sandeep Agarwal, Shalav Saket, Siddarth Mohta1,21730 Sep 2026

Regular plan – Growth for every scheme; assets at the month-end shown, as each fund house discloses them.

How long on each scheme

  • Sundaram Aggressive Hybrid Fund4 years 9 months, since 1 Jan 2022
  • Sundaram Conservative Hybrid Fund4 years 5 months, since 16 May 2022
  • Sundaram Dynamic Asset Allocation Fund4 years 9 months, since 1 Jan 2022
  • Sundaram ELSS Tax Saver Fund1 year 4 months, since 2 Jun 2025
  • Sundaram Flexi Cap Fund2 years 3 months, since 1 Jul 2024
  • Sundaram Income Plus Arbitrage Active FoF9 months, since 5 Jan 2026
  • Sundaram Mid Cap Fund5 years 8 months, since 24 Feb 2021
  • Sundaram Multi-Factor Fund1 year 3 months, since 2 Jul 2025
  • Sundaram Value Fund5 months, since 11 May 2026

Managers who left before 28 Oct 2026 are not shown.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.