Fundalysisby DARKHORSESTOCKS

Fund manager · Sundaram

Bharath S

Head – Equities at Sundaram. Runs 9 schemes worth ₹29,374 Cr.

  • Fund house

    SundaramThey run their schemes at Sundaram.

  • AUM they run

    ₹29,374 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    9 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2026.

  • Experience

    23 years23 Years

Profile(Sundaram's SAI, 30 Jun 2026)

About

Role
Head – Equities
Studied
B.Com, MBA, ICWA
Age
45 years
Experience
23 Years
Also as
Bharath (Sundaram), S Bharath (Sundaram), S. Bharath (Sundaram)

Schemes now9

  1. Sundaram Mid Cap Fund₹13,854 Cr
  2. Sundaram Aggressive Hybrid Fund₹8,793 Cr
  3. Sundaram Flexi Cap Fund₹1,837 Cr
  4. Sundaram Dynamic Asset Allocation Fund₹1,596 Cr
  5. Sundaram Value Fund₹1,217 Cr
  6. Sundaram ELSS Tax Saver Fund₹1,212 Cr
  7. and 3 more, all below

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202629,374−6.2%
Aug 202631,314+1.3%
Jul 202630,920+2.4%
Jun 202630,206+2.4%
May 202629,494+1.1%
Apr 202629,176+15.1%
Mar 202625,345−12.5%
Feb 202628,967+1.8%
Jan 202628,444−1.6%
Dec 202528,917+0.4%
Nov 202528,805+1.9%
Oct 202528,281+4.8%
AUM at month end, Sept 2026
₹29,374 Cr
+3.9% since Oct 2025
Fig. 1.The AUM of the schemes Bharath S ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Jul 2010 – now)

  1. Conservative Hybrid Fund
  2. ELSS Tax Saver Fund
  3. Mid Cap Fund
  4. Value Fund
  5. Aggressive Hybrid Fund
  6. Dynamic Asset Allocation Fund
  7. Flexi Cap Fund
  8. Multi Factor Fund
  9. Income Plus Arbitrage Active FoF
Sundaram20112013201520172019202120232025
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Jul 2010 – now)

Sundaram

9 now · since Jul 2010
  1. Sundaram Mid Cap Fund
    Co-managerFeb 2021—5y 9m₹13,854 CrMid CapTER 1.05%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(9 schemes)

Growth · Direct plans, Regular before 2013

Return as manager
+7.81%
Beat peers
0 of 8
vs peers
−2.10 pt
Longest run
16.3 years
Beat benchmark
Upcoming
Each scheme Bharath S ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Sundaram Conservative Hybrid Fund
Jul '10–now · 16.3y
+6.62%+7.83%−1.21 pt––
Sundaram Mid Cap Fund
Feb '21–now · 5.7y
+19.27%+20.24%−0.98 pt––
Sundaram Value Fund
Feb '21–now · 5.7y
+10.48%+15.80%−5.32 pt––
Sundaram Aggressive Hybrid Fund
Jan '22–now · 4.8y
+7.60%+8.78%−1.18 pt––
Sundaram Dynamic Asset Allocation Fund
Jan '22–now · 4.8y
+7.68%+8.81%−1.13 pt––
Sundaram ELSS Tax Saver Fund
Jan '22–now · 4.8y
+7.95%+10.94%−2.99 pt––
Sundaram Flexi Cap Fund
Sep '22–now · 4.1y
+9.09%+12.69%−3.60 pt––
Sundaram Multi Factor Fund
Jul '25–now · 1.2y
−5.49%−0.14%−5.35 pt––
Sundaram Income Plus Arbitrage Active FoF
Jan '26–now · 0.7y
+4.24%+1.77%+2.47 pt––
Fig. 1.Each scheme Bharath S ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(6 now)

  1. Shalav SaketMid Cap Fund · Aggressive Hybrid Fund · Flexi Cap Fund · Value Fund · ELSS Tax Saver Fund5 schemes
  2. Kumaresh RamakrishnanAggressive Hybrid Fund · Dynamic Asset Allocation Fund · Income Plus Arbitrage Active FoF · Conservative Hybrid Fund4 schemes
  3. Sandeep AgarwalFlexi Cap Fund · Value Fund · Multi Factor Fund · Income Plus Arbitrage Active FoF4 schemes
  4. Clyton Richard FernandesAggressive Hybrid Fund · Dynamic Asset Allocation Fund2 schemes
  5. Rohit SeksariaELSS Tax Saver Fund · Multi Factor Fund2 schemes
  6. Siddarth MohtaValue Fund1 scheme

Career(Jan 2004 – now)

Head Equities & Senior Fund Manager - Sundaram Asset Management Company Limited •

  1. Position not stated
    Jan 2018—8y 10m

Fund Manager - SPM •

  1. Position not stated
    Jan 2016—Jan 20182y 1m

Fund Manager - Sundaram Asset Management Company Limited •

  1. Position not stated
    Jan 2012—Jan 20153y 1m

Research Analyst - Sundaram Asset Management Company Limited

  1. Position not stated
    Jan 2004—Jan 20128y 1m

Source.Sundaram's Statement of Additional Information, as of 30 Jun 2026.