Bharath S
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) SUNDARAM · Dynamic Asset Allocation or Balanced Advantage | fund manager | by Jul 2024† | now | ≥ 26 | 4.7% p.a. | 5.4% p.a. | −0.73 pp | under 3 yrs |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) SUNDARAM · Aggressive Hybrid | fund manager | by Sep 2024† | now | ≥ 24 | 1.7% p.a. | 2.9% p.a. | −1.25 pp | under 3 yrs |
| Sundaram Flexicap Fund SUNDARAM · Flexi Cap | fund manager | Sep 2024* | now | 24 | 0.3% p.a. | 2.9% p.a. | −2.59 pp | under 3 yrs |
| Sundaram ELSS Tax Saver Fund SUNDARAM · ELSS | fund manager | Jun 2025* | now | 15 | 0.3% p.a. | 3.5% p.a. | −3.19 pp | under 3 yrs |
| Sundaram Multi-Factor Fund SUNDARAM · Sectoral/ Thematic | equity portion | Jul 2025* | now | 14 | 0.5% p.a. | 7.3% p.a. | −6.84 pp | under 3 yrs |
| Sundaram Mid Cap Fund SUNDARAM · Mid Cap | fund manager | Mar 2026* | now | 6 | 7.8% | 10.1% | −2.22 pp | under 3 yrs |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) SUNDARAM · Conservative Hybrid | fund manager | Mar 2026* | now | 6 | −0.3% | 1.9% | −2.21 pp | under 3 yrs |
| Sundaram Income Plus Arbitrage Active FoF SUNDARAM · FoF Domestic | fund manager | by May 2026† | now | ≥ 4 | 2.1% | 4.8% | −2.71 pp | under 3 yrs |
| Sundaram Value Fund SUNDARAM · Value | fund manager | Jun 2026* | now | 3 | 2.3% | 4.4% | −2.17 pp | under 3 yrs |
| Sundaram Large and Midcap Fund SUNDARAM · Large & Mid Cap | fund manager | Jul 2024* | Mar 2026 | 21 | −3.3% p.a. | −2.6% p.a. | −0.77 pp | under 3 yrs |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) SUNDARAM · Focused | fund manager | Jul 2024* | May 2025 | 11 | 0.0% | 3.6% | −3.57 pp | under 3 yrs |
| Sundaram Services Fund SUNDARAM · Sectoral/ Thematic | fund manager | Sep 2024* | May 2025 | 9 | 4.5% | −4.8% | +9.22 pp | under 3 yrs |
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) SUNDARAM · Large Cap | fund manager | Sep 2024* | May 2025 | 9 | −3.6% | −2.1% | −1.50 pp | under 3 yrs |
| Sundaram Value Fund SUNDARAM · Value | fund manager | Sep 2025* | Sep 2025 | 1 | −0.6% | 1.5% | −2.07 pp | under 3 yrs |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) SUNDARAM · Multi Cap | fund manager | Mar 2026* | May 2026 | 3 | −2.7% | 1.8% | −4.52 pp | under 3 yrs |
| Sundaram Business Cycle Fund SUNDARAM · Sectoral/ Thematic | fund manager | Mar 2026* | Mar 2026 | 1 | −11.4% | −10.5% | −0.96 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
1 of these stints is a co-manager or sleeve role; co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.