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Fund Categories

  •   Equity: All
  •   Debt: All
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  •   Equity: Contra
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  •   Equity: Large and Mid Cap
  •   Equity: Large Cap
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  •   Equity: Sectoral-Banking and Financial Services
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  •   Equity: Sectoral-Infrastructure
  •   Equity: Sectoral-Pharma and Healthcare
  •   Equity: Sectoral-Technology
  •   Equity: Small Cap
  •   Equity: Thematic-Consumption
  •   Equity: Thematic-Energy
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  •   Equity: Thematic-Multi-Sector
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  •   Equity: Thematic-PSU
  •   Equity: Thematic-Quantitative
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  •   Debt: Corporate Bond
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  •   Debt: Gilt Fund with 10 year constant duration
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  •   Debt: Medium Duration
  •   Debt: Medium to Long Duration
  •   Debt: Money Market
  •   Debt: Overnight
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  •   Debt: Ultra Short Duration
  •   Hybrid: Aggressive
  •   Hybrid: Arbitrage
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  •   Fund of Funds-Domestic-Silver
Scheme Name Category AUM (Crore) TER YTD 1M 3M 6M 1Y 3Y 5Y 10Y Since
Launch
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 121.2 2.13 % 7.92 % 7.79 % 12.28 % 17.04 % 17.53 % 12.18 % 13.41 % 9.2 % 7.39 %
Sundaram Multi Asset Allocation Fund Regular Plan Growth Hybrid: Multi Asset Allocation 2,451.53 1.76 % 0.02 % 0.45 % 1.6 % -0.54 % 10.77 % - - - 10.88 %
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 1,518.44 2.19 % -8.91 % -4.7 % -5.57 % -8.51 % 10.61 % 16.49 % 14.95 % 13.13 % 12.42 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 3,793.22 1.94 % -7.05 % -4.77 % -3.78 % -4.08 % 8.82 % 14.74 % 17.78 % - 18.92 %
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 1,066.96 2.19 % -1.7 % -0.81 % -0.07 % -0.42 % 8.79 % 9.94 % 10.17 % 7.96 % 8.26 %
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 6,470.35 1.85 % -11.44 % -6.54 % -8.01 % -8.12 % 8.21 % 15.83 % 18.48 % 14.38 % 14.63 %
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth Debt: Banking and PSU 336.5 0.42 % 0.89 % 0.67 % 1.68 % 3.76 % 7.87 % 6.0 % 5.57 % 6.67 % 7.32 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 216.77 1.14 % 0.94 % 0.67 % 1.73 % 3.91 % 7.84 % 6.23 % 7.38 % 6.21 % 7.19 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 216.77 1.14 % 0.94 % 0.67 % 1.73 % 3.91 % 7.84 % 6.23 % - - 6.11 %
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 712 0.51 % 0.89 % 0.69 % 1.67 % 3.75 % 7.8 % 6.07 % 6.19 % 7.27 % 6.95 %
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 1,062.46 2.29 % -6.63 % -3.23 % -4.68 % -8.55 % 7.72 % 11.64 % 16.01 % 11.99 % 15.06 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 573.85 0.51 % 0.94 % 0.62 % 1.74 % 3.65 % 7.46 % 6.56 % 5.56 % - 6.03 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 6,042.81 0.4 % 0.93 % 0.59 % 1.74 % 3.52 % 7.28 % 6.53 % 5.35 % 6.19 % 6.9 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 6,042.81 0.4 % 0.93 % 0.59 % 1.74 % 3.52 % 7.28 % 6.53 % - - 6.4 %
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 378.14 1.24 % 0.87 % 0.59 % 1.61 % 3.63 % 7.24 % 6.1 % - - 5.99 %
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 378.14 1.24 % 0.87 % 0.59 % 1.61 % 3.63 % 7.24 % 6.1 % 6.83 % 6.0 % 7.06 %
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 215.76 1.0 % 1.01 % 0.6 % 1.67 % 3.35 % 6.97 % 6.05 % 4.47 % - 3.96 %
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 815.29 0.13 % 0.86 % 0.54 % 1.62 % 3.23 % 6.57 % 6.07 % 4.86 % - 5.05 %
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 1,979.11 2.07 % -6.52 % -3.04 % -3.61 % -6.96 % 6.52 % - - - 12.43 %
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 1,299.14 2.23 % -6.23 % -2.91 % -3.26 % -7.3 % 6.4 % 12.37 % 17.18 % 12.29 % 14.16 %
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 2,147.14 1.49 % 0.78 % 0.52 % 1.48 % 3.12 % 6.38 % 5.54 % 4.58 % 5.3 % 5.44 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 12,619.32 1.77 % -14.75 % -8.98 % -9.95 % -12.26 % 6.23 % 19.99 % 19.3 % 13.4 % 23.56 %
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth Debt: Medium Duration 43.84 2.19 % 0.81 % 0.63 % 1.55 % 2.9 % 6.17 % 4.27 % 3.79 % 5.34 % 7.25 %
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth Hybrid: Conservative 27.12 2.19 % -0.69 % 0.07 % 0.15 % 0.89 % 5.85 % 6.54 % 7.8 % 6.77 % 7.25 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 5,435.68 1.86 % -6.65 % -3.34 % -4.22 % -5.98 % 5.59 % 10.44 % 12.91 % 10.23 % 10.62 %
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 1,495.91 2.1 % -4.26 % -1.83 % -2.6 % -4.0 % 5.26 % 9.47 % 12.67 % 8.46 % 9.81 %
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 1,467.94 2.21 % -6.03 % -2.75 % -3.12 % -7.13 % 4.69 % 11.5 % 13.94 % 10.27 % 14.71 %
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 3,318.74 1.93 % -4.28 % -1.5 % -2.53 % -6.31 % 4.43 % 10.82 % 13.11 % 10.58 % 17.25 %
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 2,643.76 2.02 % -11.05 % -6.59 % -7.32 % -11.01 % 2.64 % 12.36 % 16.72 % 12.39 % 15.23 %
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 1,385.95 2.14 % -4.16 % -1.64 % -3.7 % -6.69 % 2.58 % 15.27 % 13.7 % 11.57 % 14.05 %
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 96.35 1.02 % -7.03 % -4.82 % -6.63 % -13.12 % 0.81 % 12.81 % 17.02 % 9.49 % 11.19 %
Sundaram Business Cycle Fund Regular Plan Growth Equity: Thematic-Others 1,602 2.06 % -10.34 % -7.21 % -5.99 % -6.59 % - - - - -3.39 %
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 908.35 2.4 % -14.26 % -10.62 % -11.67 % -16.45 % -0.01 % 17.29 % 19.51 % 11.82 % 11.25 %
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 879.51 2.32 % -8.56 % -5.43 % -6.97 % -11.92 % -0.3 % 13.63 % 17.39 % 13.08 % 13.16 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 3,167.78 1.97 % -17.05 % -12.89 % -12.91 % -15.19 % -5.07 % 14.82 % 21.39 % 11.77 % 16.48 %
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 Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 24-08-2007 121.2 7.92 % 13.14 % 30.14 % -15.42 % 18.49 % 21.39 % 17.56 % -8.09 % 19.77 % 12.8 %
Sundaram Multi Asset Allocation Fund Regular Plan Growth Hybrid: Multi Asset Allocation 03-01-2024 2,451.53 0.02 % - - - - - - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 12-05-2006 1,518.44 -8.91 % 20.09 % 30.25 % 9.35 % 19.35 % 13.48 % 2.71 % -7.82 % 38.69 % 21.12 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 21-09-2018 3,793.22 -7.05 % 17.87 % 28.05 % 3.15 % 44.74 % 15.41 % 21.72 % - - -
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 05-01-2013 1,066.96 -1.7 % 12.64 % 15.33 % 4.1 % 12.06 % 9.44 % 6.53 % 1.32 % 14.99 % 5.48 %
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 10-02-2007 6,470.35 -11.44 % 25.09 % 31.2 % 2.16 % 40.03 % 16.85 % 7.48 % -9.08 % 46.1 % 10.29 %
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth Debt: Banking and PSU 30-12-2004 336.5 0.89 % 7.99 % 6.84 % 3.0 % 2.93 % 7.64 % 10.06 % 6.06 % 6.23 % 7.88 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 01-01-2013 216.77 0.94 % 7.92 % 6.86 % 3.45 % 10.19 % 9.72 % -3.5 % 6.18 % 5.64 % 9.28 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 01-01-2013 216.77 0.94 % 7.92 % 6.86 % - - - - - - -
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 30-12-2004 712 0.89 % 7.98 % 6.26 % 3.66 % 3.5 % 10.98 % 11.31 % 4.8 % 5.44 % 11.71 %
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 05-01-2013 1,062.46 -6.63 % 17.23 % 24.37 % -0.31 % 33.71 % 19.68 % 11.75 % -1.2 % 31.79 % 3.81 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 05-09-2018 573.85 0.94 % 7.51 % 7.03 % 4.63 % 3.36 % 5.19 % 7.78 % - - -
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 05-01-2013 6,042.81 0.93 % 7.3 % 6.99 % 4.82 % 3.29 % 4.15 % 6.59 % 6.43 % 6.64 % 7.61 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 01-01-2013 6,042.81 0.93 % 7.3 % 6.99 % - - - - - - -
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 02-01-2013 378.14 0.87 % 7.27 % 6.48 % - - - - - - -
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 01-01-2013 378.14 0.87 % 7.27 % 6.48 % 4.15 % 10.87 % 6.1 % -3.85 % 6.89 % 6.69 % 8.11 %
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 21-04-2016 215.76 1.01 % 7.13 % 6.76 % 3.65 % 2.33 % 2.36 % 3.74 % -0.81 % 4.8 % -
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 05-03-2019 815.29 0.86 % 6.59 % 6.62 % 4.57 % 3.04 % 3.32 % - - - -
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 06-09-2022 1,979.11 -6.52 % 14.63 % 24.1 % - - - - - - -
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 05-01-2013 1,299.14 -6.23 % 15.77 % 24.46 % 4.34 % 32.07 % 18.89 % 2.47 % -9.19 % 48.8 % 6.19 %
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 11-01-2013 2,147.14 0.78 % 6.45 % 6.1 % 3.66 % 2.68 % 4.06 % 6.5 % 1.22 % 6.25 % 7.94 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 01-07-2002 12,619.32 -14.75 % 32.01 % 40.35 % 4.84 % 37.92 % 12.29 % -0.31 % -15.41 % 40.77 % 11.33 %
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth Debt: Medium Duration 18-12-1997 43.84 0.81 % 6.2 % 5.47 % 0.66 % 1.67 % 6.33 % 8.14 % 4.74 % 5.7 % 11.14 %
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth Hybrid: Conservative 01-03-2010 27.12 -0.69 % 8.02 % 9.19 % 2.77 % 14.49 % 7.34 % 0.92 % -1.16 % 12.11 % 9.94 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 01-01-2013 5,435.68 -6.65 % 17.11 % 16.8 % 3.0 % 26.43 % 12.74 % 6.67 % 0.35 % 25.23 % 10.77 %
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 01-01-2013 1,495.91 -4.26 % 12.64 % 14.1 % 5.74 % 14.2 % 22.87 % 1.03 % 3.23 % 13.14 % 4.54 %
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 10-05-2005 1,467.94 -6.03 % 12.03 % 23.31 % 4.03 % 31.53 % 9.85 % 6.17 % -10.61 % 38.44 % 6.84 %
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 05-10-2020 3,318.74 -4.28 % 11.02 % 21.15 % 4.05 % 26.13 % 11.26 % 14.98 % 1.16 % 35.87 % 0.63 %
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 05-01-2013 2,643.76 -11.05 % 19.48 % 31.09 % -1.57 % 41.84 % 13.44 % 2.95 % -8.67 % 48.73 % 6.41 %
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 10-06-2008 1,385.95 -4.16 % 7.07 % 31.12 % 16.78 % 15.34 % 2.7 % 26.43 % -3.66 % 33.33 % 12.82 %
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 02-01-2013 96.35 -7.03 % 16.29 % 29.01 % 1.47 % 32.4 % 14.12 % 2.37 % -5.98 % 29.46 % 3.36 %
Sundaram Business Cycle Fund Regular Plan Growth Equity: Thematic-Others 25-06-2024 1,602 -10.34 % - - - - - - - - -
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 29-09-2005 908.35 -14.26 % 23.83 % 41.66 % 2.11 % 49.5 % 10.39 % 2.18 % -21.89 % 55.53 % -0.52 %
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 01-02-2013 879.51 -8.56 % 15.7 % 34.02 % 1.28 % 32.55 % 20.24 % 4.42 % -5.23 % 46.6 % 7.25 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 10-02-2005 3,167.78 -17.05 % 19.07 % 45.29 % -2.11 % 60.35 % 26.16 % -6.06 % -29.17 % 55.58 % -0.13 %
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
Scheme Name Category AUM (Crore) TER 1Y 3Y 5Y 10Y 15Y 20Y
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 1,467.94 2.21 % -7.61 % 10.81 % 14.67 % 12.01 % 12.27 % -
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 121.2 2.13 % 27.7 % 20.81 % 15.22 % 12.26 % 9.74 % -
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 6,470.35 1.85 % -13.74 % 12.34 % 15.93 % 14.46 % 15.83 % -
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 1,385.95 2.14 % -9.26 % 13.75 % 17.0 % 14.14 % 13.34 % -
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 908.35 2.4 % -24.94 % 15.07 % 20.73 % 15.26 % 13.09 % -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 1,518.44 2.19 % -5.61 % 15.53 % 17.31 % 13.93 % 14.41 % -
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 3,167.78 1.97 % -24.33 % 12.04 % 20.17 % 14.96 % 15.8 % 15.42 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 12,619.32 1.77 % -14.54 % 19.43 % 22.15 % 15.89 % 16.68 % 16.84 %
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth Hybrid: Conservative 27.12 2.19 % 3.14 % 7.22 % 7.83 % 6.88 % 7.41 % -
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth Debt: Medium Duration 43.84 2.19 % 6.16 % 5.68 % 4.51 % 4.88 % 5.69 % 3.87 %
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth Debt: Banking and PSU 336.5 0.42 % 7.59 % 7.22 % 6.04 % 6.29 % 6.86 % 7.15 %
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 712 0.51 % 7.59 % 7.07 % 6.18 % 6.84 % 7.25 % 5.07 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 3,793.22 1.94 % -3.85 % 14.96 % 19.17 % - - -
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 573.85 0.51 % 7.27 % 7.13 % 6.24 % - - -
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 815.29 0.13 % 6.53 % 6.49 % 5.71 % - - -
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 3,318.74 1.93 % -6.32 % 11.21 % - - - -
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 6,042.81 0.4 % 7.13 % 7.04 % 6.96 % 6.96 % - -
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 6,042.81 0.4 % 7.13 % 7.04 % 6.17 % 5.85 % - -
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 378.14 1.24 % 7.07 % 6.76 % 6.67 % 6.67 % - -
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 378.14 1.24 % 7.07 % 6.76 % 6.95 % 5.92 % - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 216.77 1.14 % 7.7 % 7.23 % 7.1 % 7.1 % - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 216.77 1.14 % 7.7 % 7.11 % 7.19 % 6.28 % - -
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 2,147.14 1.49 % 6.19 % 6.1 % 5.28 % 4.85 % - -
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 879.51 2.32 % -14.81 % 13.5 % 16.58 % 15.06 % - -
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 1,299.14 2.23 % -7.83 % 12.71 % 16.37 % 14.13 % - -
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 1,062.46 2.29 % -8.19 % 12.98 % 15.49 % 14.44 % - -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 2,643.76 2.02 % -13.77 % 12.84 % 16.65 % 14.24 % - -
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 5,435.68 1.86 % -6.18 % 10.82 % 12.88 % 11.77 % - -
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 215.76 1.0 % 6.89 % 6.82 % 5.67 % - - -
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 1,495.91 2.1 % -3.08 % 9.43 % 10.35 % 9.86 % - -
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 1,066.96 2.19 % 2.65 % 10.89 % 10.72 % 9.11 % - -
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 96.35 1.02 % -16.54 % 13.21 % 16.28 % 12.85 % - -
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 1,979.11 2.07 % -6.23 % - - - - -
Sundaram Multi Asset Allocation Fund Regular Plan Growth Hybrid: Multi Asset Allocation 2,451.53 1.76 % 1.93 % - - - - -
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