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

What Bharath S's schemes hold^{(Oct 2018 – Sept 2026)}

What Bharath S's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	179 companies ·	₹ Cr
	ICICI Bank	835
	HDFC Bank	600
	Reliance Industries	589
	Bharti Airtel Limited	513
	Cummins India	501
	Larsen and Toubro	498
	TVS Motor Co Ltd	494
	Coforge Limited	429
	Thermax	416
	Mahindra Mahindra Financial Services Ltd	414
	One 97 Communications Limited	403
	Coromandel International	382
	Eternal Limited	375
	Kalyan Jewellers India Limited	357
	IDFC Bank Limited	356
	Kotak Mahindra Bank Limited	346
	Ashok Leyland	345
	IndusInd Bank	333
	Lupin	328
	Federal Bank	327
	Delhivery Limited	324
	Phoenix Mills Limited	313
	Kirloskar Oil Engines Limited	312
	Alkem Laboratories Limited	310
	Gland Pharma Limited	304
	Amber Enterprises India Limited	299
	Mankind Pharma Limited	290
	Sona Blw Precision Forgings	290
	Max Financial Services Limited	276
	AU Small Finance Bank Limited	260
	Marico	259
	Jubilant Foodworks Limited	259
	Billionbrains Garage Ventures Ltd	256
	Jindal Steel and Power Limited	254
	Bombay Stock Exchange Limited BSE	244
	360 One Wam Limited	243
	GE Vernova T D India Limited	242
	Suzlon Energy Limited	238
	Dr Lal Path Labs Limited	233
	Mahindra and Mahindra Limited	231
	Swiggy Limited	229
	FSN E Commerce Ventures Limited	226
	Tata Capital Limited	224
	Polycab India Limited	221
	Minda Industries Limited	215
	PB Fintech Limited	212
	Fortis Healthcare Limited	208
	Axis Bank	205
	Force Motors Limited	205
	Fractal Analytics Ltd	205

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Bharath S runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Sept 2025	₹873 Cr	₹1,097 Cr
Oct 2025	₹835 Cr	₹1,132 Cr
Nov 2025	₹843 Cr	₹1,188 Cr
Dec 2025	₹791 Cr	₹1,178 Cr
Jan 2026	₹796 Cr	₹1,111 Cr
Feb 2026	₹829 Cr	₹1,076 Cr
Mar 2026	₹782 Cr	₹925 Cr
Apr 2026	₹812 Cr	₹981 Cr
May 2026	₹909 Cr	₹967 Cr
Jun 2026	₹883 Cr	₹924 Cr
Jul 2026	₹920 Cr	₹863 Cr
Aug 2026	₹919 Cr	₹598 Cr
Sept 2026	₹835 Cr	₹600 Cr

Fig. 1.Market value of each ticked company across the schemes Bharath S runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	64	31.33

Mid Cap	67	40.58

Small Cap	41	15.70

REIT / InvIT	1	0.33

Unlisted	5	0.57

Other equity	1	0.17

Cash & others		11.32

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Bharath S bought and sold^{(Oct 2025 – Sept 2026)}

What Bharath S bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.