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Fund manager

S. Bharath

Funds managed
11
AUM managed
₹5,24,823 Cr
Avg 3Y across book
+6.95%
Fund houses
Sundaram Mutual Fund
30 schemes
SchemeAMCCategoryRiskRatingER %AUM (₹ Cr)NAV (₹)As of
Sundaram Value Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundValueVery High★★12,84115.275106-Jul-2026
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundMid CapVery High★★★★1,36,86668.475906-Jul-2026
Sundaram Mid Cap Fund Regular Plan - GrowthSundaram Mutual FundMid CapVery High★★★★1,36,8661479.372006-Jul-2026
Sundaram Value Fund Regular Plan - GrowthSundaram Mutual FundValueVery High★★12,841214.234706-Jul-2026
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundConservative HybridModerate★★18513.475227-Jun-2025
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - GrowthSundaram Mutual FundConservative HybridModerate★★18529.427106-Jul-2026
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan- Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundConservative HybridModerate★★18519.274227-Jun-2025
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan -Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundConservative HybridModerate★★18518.376606-Jul-2026
Sundaram Value Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundValueVery High1.6512,84118.663906-Jul-2026
Sundaram Value Fund Direct Plan - GrowthSundaram Mutual FundValueVery High★★1.6512,841228.119406-Jul-2026
Sundaram Mid Cap Fund Direct Plan - GrowthSundaram Mutual FundMid CapVery High★★★★0.881,36,8661628.392706-Jul-2026
Sundaram Mid Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundMid CapVery High★★★0.881,36,86676.464906-Jul-2026
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - GrowthSundaram Mutual FundConservative HybridModerate★★1.1318532.686206-Jul-2026
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - IDCWSundaram Mutual FundConservative HybridModerate★★1.1318513.638727-Jun-2025
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundConservative HybridModerate★★1.1318520.535406-Jul-2026
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)Sundaram Mutual FundConservative HybridModerate★★★1.1318521.457827-Jun-2025
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-GrowthSundaram Mutual FundAggressive HybridHigh★★★★86,293159.977506-Jul-2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital WithdrawalSundaram Mutual FundAggressive HybridHigh★★★★86,29324.967706-Jul-2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth OptionSundaram Mutual FundAggressive HybridHigh★★★★0.7186,293185.263606-Jul-2026
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal OptionSundaram Mutual FundAggressive HybridHigh0.7186,29339.178106-Jul-2026
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth OptionSundaram Mutual FundDynamic Asset Allocation or Balanced AdvantageHigh16,41935.233806-Jul-2026
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal OptionSundaram Mutual FundDynamic Asset Allocation or Balanced AdvantageHigh16,41914.374606-Jul-2026
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth OptionSundaram Mutual FundDynamic Asset Allocation or Balanced AdvantageHigh0.6616,41941.914406-Jul-2026
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal OptionSundaram Mutual FundDynamic Asset Allocation or Balanced AdvantageHigh★★0.6616,41917.838006-Jul-2026
Sundaram Flexicap Fund Regular GrowthSundaram Mutual FundFlexi CapVery High★★19,61514.504306-Jul-2026
Sundaram Flexicap Fund Regular Plan IDCW PayoutSundaram Mutual FundFlexi CapVery High★★19,61511.991406-Jul-2026
Sundaram Flexicap Fund Regular Plan IDCW ReinvestmentSundaram Mutual FundFlexi CapVery High★★19,61511.991406-Jul-2026
Sundaram Flexicap Fund Direct GrowthSundaram Mutual FundFlexi CapVery High★★0.7219,61515.372106-Jul-2026
Sundaram Flexicap Fund Direct Plan IDCW ReinvestmentSundaram Mutual FundFlexi CapVery High0.7219,61512.719706-Jul-2026
Sundaram Flexicap Fund Direct Plan IDCW PayoutSundaram Mutual FundFlexi CapVery High0.7219,61512.719706-Jul-2026