Mutual Funds Managed by S. Bharath
Updated June 2026 · 8 active funds · data from AMFI NAVs
S. Bharath manages or co-manages 8 mutual fund schemes tracked on FindMF, across Sundaram. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Sundaram Mid Cap Fund Sundaram | +1.80% | +22.12% | +18.31% | 0.84 | -20.7% | 1.00% | ₹12.9K Cr |
| 2 | Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Sundaram | -4.55% | +14.32% | - | 0.32 | -19.4% | 1.43% | ₹2.8K Cr |
| 3 | Sundaram Flexicap Fund Sundaram | -5.71% | +10.93% | - | 0.40 | -15.7% | 0.82% | ₹2.0K Cr |
| 4 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Sundaram | -4.40% | +10.47% | - | 0.23 | -13.1% | 0.99% | ₹7.8K Cr |
| 5 | Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) Sundaram | -2.59% | +9.38% | - | 0.22 | -9.7% | 0.91% | ₹82 Cr |
| 6 | Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Sundaram | -1.14% | +5.87% | +7.06% | 0.06 | -4.2% | 1.14% | ₹20 Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.