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| Scheme Name | Category | AUM (Crore) | TER | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | Since Launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 13,129.32 | 1.7 % | 33.84 % | 0.72 % | 6.72 % | 22.92 % | 52.94 % | 24.54 % | 26.79 % | 17.64 % | 24.95 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 1,067.46 | 2.31 % | 29.82 % | 0.75 % | -0.87 % | 14.9 % | 49.31 % | 23.75 % | 26.39 % | 16.14 % | 12.65 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 99.98 | 1.03 % | 27.18 % | -0.29 % | 2.76 % | 13.38 % | 47.02 % | 17.34 % | 22.22 % | 12.61 % | 12.07 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 7,257.73 | 1.78 % | 23.37 % | 0.52 % | 3.46 % | 15.59 % | 42.9 % | 18.2 % | 23.88 % | 17.86 % | 15.66 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 988.87 | 2.22 % | 21.69 % | -0.33 % | 2.24 % | 11.91 % | 40.59 % | 17.44 % | 22.98 % | 15.57 % | 14.2 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,914.78 | 1.96 % | 23.17 % | 0.25 % | 3.11 % | 17.23 % | 38.56 % | 16.68 % | 22.44 % | 15.5 % | 16.18 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,581.38 | 1.91 % | 23.5 % | 0.48 % | 6.67 % | 17.69 % | 38.41 % | 20.68 % | 30.4 % | 16.54 % | 18.14 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,723.71 | 2.13 % | 26.41 % | 1.48 % | 11.22 % | 24.21 % | 37.95 % | 20.17 % | 20.79 % | 16.32 % | 13.57 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,067.66 | 1.86 % | 21.69 % | 2.26 % | 8.49 % | 17.64 % | 34.92 % | 16.54 % | 24.02 % | - | 22.26 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,173.33 | 2.23 % | 21.67 % | 0.08 % | 3.42 % | 13.34 % | 33.32 % | 14.29 % | 21.53 % | 14.68 % | 16.02 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,433.75 | 2.2 % | 19.62 % | -0.29 % | 3.02 % | 11.29 % | 30.75 % | 15.14 % | 21.31 % | 14.82 % | 14.74 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,256.42 | 1.98 % | 17.94 % | -0.28 % | 4.87 % | 12.77 % | 29.55 % | - | - | - | 20.09 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 5,506.49 | 1.82 % | 19.64 % | 0.86 % | 4.11 % | 12.09 % | 29.06 % | 12.5 % | 16.82 % | 12.4 % | 11.18 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,703.07 | 1.88 % | 15.65 % | -0.58 % | 2.57 % | 9.35 % | 27.19 % | 12.51 % | 17.1 % | 12.87 % | 18.0 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 0 | 2.16 % | 15.69 % | -0.66 % | 2.63 % | 10.81 % | 26.88 % | 13.6 % | 17.87 % | 13.09 % | 15.56 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,497.89 | 2.09 % | 12.7 % | -0.59 % | -0.23 % | 8.32 % | 26.25 % | 17.75 % | 18.39 % | 15.14 % | 15.04 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,591.2 | 2.04 % | 14.61 % | 0.42 % | 3.19 % | 9.59 % | 22.64 % | 11.29 % | 14.54 % | 9.95 % | 10.56 % |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 114.53 | 2.31 % | 8.29 % | 3.6 % | -0.04 % | 1.03 % | 19.14 % | 7.19 % | 13.28 % | 7.65 % | 6.8 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 994.8 | 2.11 % | 13.54 % | 0.75 % | 3.8 % | 8.59 % | 19.01 % | 10.71 % | 11.48 % | 8.9 % | 8.52 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 28.02 | 2.15 % | 8.19 % | 0.71 % | 2.31 % | 5.7 % | 12.57 % | 6.71 % | 9.11 % | 7.67 % | 7.49 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 0 | 0.55 % | 6.65 % | 0.98 % | 2.6 % | 4.47 % | 8.59 % | 5.7 % | 6.58 % | 7.75 % | 6.96 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 193.82 | 0.84 % | 6.53 % | 1.1 % | 2.55 % | 4.4 % | 8.47 % | - | - | - | 6.07 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 193.82 | 0.84 % | 6.53 % | 1.1 % | 2.55 % | 4.4 % | 8.46 % | 5.86 % | 7.64 % | 6.41 % | 7.2 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 331.25 | 0.41 % | 6.61 % | 0.94 % | 2.51 % | 4.4 % | 8.46 % | 5.68 % | 5.77 % | 6.75 % | 7.34 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 224.92 | 0.37 % | 5.88 % | 0.65 % | 1.81 % | 3.59 % | 7.47 % | 6.08 % | 5.5 % | - | 5.97 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 5,369.93 | 0.3 % | 5.7 % | 0.6 % | 1.76 % | 3.52 % | 7.34 % | 6.09 % | 5.23 % | 6.25 % | 6.9 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 5,369.93 | 0.3 % | 5.7 % | 0.6 % | 1.76 % | 3.52 % | 7.34 % | - | - | - | 6.31 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 381.67 | 1.13 % | 5.78 % | 0.85 % | 2.01 % | 3.7 % | 7.28 % | 5.74 % | 6.9 % | 6.07 % | 7.07 % |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 381.67 | 1.13 % | 5.78 % | 0.85 % | 2.01 % | 3.7 % | 7.28 % | - | - | - | 5.92 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 43.2 | 2.17 % | 5.21 % | 0.72 % | 2.05 % | 3.63 % | 7.21 % | 3.79 % | 4.15 % | 5.89 % | 7.28 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 162.88 | 0.93 % | 5.65 % | 0.4 % | 1.62 % | 3.33 % | 7.12 % | 5.44 % | 4.23 % | - | 3.83 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Retail Plan - Growth | Debt: Banking and PSU | 331.25 | 0.41 % | 3.66 % | 0.56 % | 1.71 % | 3.75 % | 6.91 % | 4.95 % | 5.84 % | 6.36 % | 6.73 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 680.48 | 0.18 % | 5.09 % | 0.52 % | 1.59 % | 3.22 % | 6.66 % | 5.67 % | 4.74 % | - | 4.95 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,667.78 | 1.48 % | 5.06 % | 0.57 % | 1.57 % | 3.09 % | 6.39 % | 5.13 % | 4.53 % | 5.42 % | 5.43 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 0 | 1.87 % | - | 0.43 % | 2.35 % | 7.9 % | - | - | - | - | 14.77 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Others | 0 | 2.04 % | - | 0.97 % | 7.73 % | - | - | - | - | - | 8.06 % |
| Scheme Name | Category | Launch Date | AUM (Crore) | TER | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|
| Scheme Name | Category | Launch Date | AUM (Crore) | YTD | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 13,129.32 | 33.84 % | 40.35 % | 4.84 % | 37.92 % | 12.29 % | -0.31 % | -15.41 % | 40.77 % | 11.33 % | 11.15 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 1,067.46 | 29.82 % | 41.66 % | 2.11 % | 49.5 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % | 4.8 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 99.98 | 27.18 % | 29.01 % | 1.47 % | 32.4 % | 14.12 % | 2.37 % | -5.98 % | 29.46 % | 3.36 % | -3.88 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 7,257.73 | 23.37 % | 31.2 % | 2.16 % | 40.03 % | 16.85 % | 7.48 % | -9.08 % | 46.1 % | 10.29 % | 5.13 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 988.87 | 21.69 % | 34.02 % | 1.28 % | 32.55 % | 20.24 % | 4.42 % | -5.23 % | 46.6 % | 7.25 % | -3.39 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 05-01-2013 | 2,914.78 | 23.17 % | 31.09 % | -1.57 % | 41.84 % | 13.44 % | 2.95 % | -8.67 % | 48.73 % | 6.41 % | 2.76 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,581.38 | 23.5 % | 45.29 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % | 7.79 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,723.71 | 26.41 % | 30.25 % | 9.35 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % | 6.31 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,067.66 | 21.69 % | 28.05 % | 3.15 % | 44.74 % | 15.41 % | 21.72 % | - | - | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,173.33 | 21.67 % | 24.37 % | -0.31 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % | 3.81 % | 0.57 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 05-01-2013 | 1,433.75 | 19.62 % | 24.46 % | 4.34 % | 32.07 % | 18.89 % | 2.47 % | -9.19 % | 48.8 % | 6.19 % | 2.7 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,256.42 | 17.94 % | 24.1 % | - | - | - | - | - | - | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 5,506.49 | 19.64 % | 16.8 % | 3.0 % | 26.43 % | 12.74 % | 6.67 % | 0.35 % | 25.23 % | 10.77 % | -1.09 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,703.07 | 15.65 % | 21.15 % | 4.05 % | 26.13 % | 11.26 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % | -2.49 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 0 | 15.69 % | 23.31 % | 4.03 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % | 3.12 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,497.89 | 12.7 % | 31.12 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % | -8.96 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 02-01-2013 | 1,591.2 | 14.61 % | 14.1 % | 5.74 % | 14.2 % | 22.87 % | 1.03 % | 3.23 % | 13.14 % | 4.54 % | 3.39 % |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 24-08-2007 | 114.53 | 8.29 % | 30.14 % | -15.42 % | 18.49 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % | -14.18 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 994.8 | 13.54 % | 15.33 % | 4.1 % | 12.06 % | 9.44 % | 6.53 % | 1.32 % | 14.99 % | 5.48 % | 3.55 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 28.02 | 8.19 % | 9.19 % | 2.77 % | 14.49 % | 7.34 % | 0.92 % | -1.16 % | 12.11 % | 9.94 % | 8.68 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 0 | 6.65 % | 6.26 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % | 8.66 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 01-01-2013 | 193.82 | 6.53 % | 6.86 % | - | - | - | - | - | - | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 193.82 | 6.53 % | 6.86 % | 3.45 % | 10.19 % | 9.72 % | -3.5 % | 6.18 % | 5.64 % | 9.28 % | 7.47 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 331.25 | 6.61 % | 6.84 % | 3.0 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % | 8.47 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 224.92 | 5.88 % | 7.03 % | 4.63 % | 3.36 % | 5.19 % | 7.78 % | - | - | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 01-01-2013 | 5,369.93 | 5.7 % | 6.99 % | 4.82 % | 3.29 % | 4.15 % | 6.59 % | 6.43 % | 6.64 % | 7.61 % | 8.35 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 01-01-2013 | 5,369.93 | 5.7 % | 6.99 % | - | - | - | - | - | - | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 381.67 | 5.78 % | 6.48 % | 4.15 % | 10.87 % | 6.1 % | -3.85 % | 6.89 % | 6.69 % | 8.11 % | 8.14 % |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 02-01-2013 | 381.67 | 5.78 % | 6.48 % | - | - | - | - | - | - | - | - |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 43.2 | 5.21 % | 5.47 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % | 5.1 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 162.88 | 5.65 % | 6.76 % | 3.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % | - | - |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Retail Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 331.25 | 3.66 % | 6.84 % | 2.97 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 6.56 % | 7.07 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 680.48 | 5.09 % | 6.62 % | 4.57 % | 3.04 % | 3.32 % | - | - | - | - | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 05-01-2013 | 1,667.78 | 5.06 % | 6.1 % | 3.66 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % | 7.94 % | 8.82 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 25-01-2024 | 0 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Others | 25-06-2024 | 0 | - | - | - | - | - | - | - | - | - | - |
| Scheme Name | Category | Launch Date | Absolute Returns |
Annualized Returns |
Value of 10000 investment |
|---|
| Scheme Name | Category | Launch Date | AUM (Crore) | TER | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
