MFIC › Fund managers › S. Bharath
S. Bharath
Fund manager of 3 schemes tracked by MFIC at Sundaram Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
3
Earliest start listed
1 Feb 2024
3Y CAGR above category median
1 of 1
AUM of these schemes
₹14,700 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 Income Plus Arbitrage Active FoF Sundaram Mutual Fund · Regular | Domestic FoF | 5 Jan 2026 | 0.7 y | n/a | 12.3% | n/a | 56 |
| Sundaram Mid Cap Fund Sundaram Mutual Fund · Regular | Mid Cap | 1 Feb 2024 | 2.7 y | 15.2% | 13.9% | 14.7% | 13,854 |
| Sundaram Multi-Factor Fund Sundaram Mutual Fund · Regular | Sectoral/Thematic | 16 Jul 2025 | 1.2 y | n/a | 11.7% | n/a | 790 |
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 S. Bharath manage?
- According to the schemes' Summary Documents, S. Bharath is a listed fund manager of 3 schemes tracked by MFIC: Sundaram Mid Cap Fund, Sundaram Multi-Factor Fund, Sundaram Income Plus Arbitrage Active FoF.
- Since when has S. Bharath managed these schemes?
- The earliest start date listed is 1 Feb 2024. 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).
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