Which mutual fund schemes does Bharath S manage?

According to the schemes' Summary Documents, Bharath S is a listed fund manager of 4 schemes tracked by MFIC: Sundaram ELSS Tax Saver Fund, Sundaram Flexicap Fund, Sundaram Value Fund, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund).

Since when has Bharath S managed these schemes?

The earliest start date listed is 1 Oct 2019. Dates for each scheme are in the table on this page.

MFIC › Fund managers › Bharath S

Bharath S

Fund manager of 4 schemes tracked by MFIC at Sundaram Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.

Schemes

Earliest start listed

1 Oct 2019

3Y CAGR above category median

0 of 4

AUM of these schemes

₹13,060 cr

Schemes managed one line per scheme · Regular plan where available

Scheme	Category	Managing since	Tenure	3Y CAGR	Category 3Y median	5Y CAGR	AUM (₹ cr)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Sundaram Mutual Fund · Regular	Aggressive Hybrid	31 Dec 2021	4.8 y	6.9%	8.7%	n/a	8,793
Sundaram ELSS Tax Saver Fund Sundaram Mutual Fund · Regular	ELSS	1 Oct 2019	7.0 y	6.5%	9.1%	n/a	1,212
Sundaram Flexicap Fund Sundaram Mutual Fund · Regular	Flexi Cap	16 Aug 2022	4.1 y	6.0%	9.7%	n/a	1,837
Sundaram Value Fund Sundaram Mutual Fund · Regular	Value	24 Feb 2021	5.6 y	4.9%	10.0%	6.4%	1,217

Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.

Questions

Which mutual fund schemes does Bharath S manage?: According to the schemes' Summary Documents, Bharath S is a listed fund manager of 4 schemes tracked by MFIC: Sundaram ELSS Tax Saver Fund, Sundaram Flexicap Fund, Sundaram Value Fund, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund).
Since when has Bharath S managed these schemes?: The earliest start date listed is 1 Oct 2019. Dates for each scheme are in the table on this page.

Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).