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Fund Categories

  •   Equity: All
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  •   Equity: Contra
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  •   Equity: Large and Mid Cap
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  •   Equity: Sectoral-Banking and Financial Services
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  •   Equity: Value
  •   Debt: Banking and PSU
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  •   Debt: Gilt Fund with 10 year constant duration
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  •   Debt: Medium to Long Duration
  •   Debt: Money Market
  •   Debt: Overnight
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  •   Debt: Ultra Short Duration
  •   Hybrid: Aggressive
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  •   Fund of Funds-Overseas
  •   Index Fund
  •   Fund of Funds-Domestic-Gold and Silver
  •   Fund of Funds-Domestic-Silver
Scheme Name Category AUM (Crore) Expense Ratio YTD 1M 3M 6M 1Y 3Y 5Y 10Y Since
Launch
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 619.24 2.42 % -2.94 % -1.45 % -0.18 % 8.06 % 9.49 % 10.36 % 10.32 % 12.27 % 13.59 %
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 1,178.59 2.28 % -1.9 % -0.97 % -4.86 % -0.59 % 8.2 % 10.81 % 7.72 % 14.18 % 11.52 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 7,320.3 1.86 % -1.24 % -0.31 % -3.19 % 1.33 % 5.42 % 13.88 % 7.56 % 16.48 % 23.32 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 3,153.12 0.28 % 0.69 % 0.52 % 1.62 % 3.07 % 5.16 % 4.13 % 5.04 % 6.58 % 6.87 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 3,153.12 0.28 % 0.69 % 0.52 % 1.62 % 3.07 % 5.16 % - - - 4.99 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 36.41 0.3 % 0.66 % 0.53 % 1.59 % 2.93 % 4.98 % 4.4 % - - 5.45 %
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 1,173.44 0.18 % 0.66 % 0.51 % 1.5 % 2.89 % 4.89 % 3.69 % - - 4.24 %
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 376.92 1.28 % 0.69 % 0.53 % 1.69 % 2.85 % 4.54 % 6.79 % 4.73 % 6.46 % 7.08 %
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 376.92 1.28 % 0.69 % 0.53 % 1.69 % 2.85 % 4.54 % - - - 4.39 %
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 1,713.36 2.16 % -0.34 % 0.44 % -2.55 % 2.5 % 4.51 % 13.29 % 8.07 % 12.54 % 14.8 %
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 1,593.25 2.1 % -1.55 % -0.99 % -1.32 % 2.09 % 4.37 % 13.17 % 8.93 % 10.26 % 9.51 %
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 55.73 0.56 % 0.76 % 0.62 % 1.8 % 2.87 % 4.18 % 2.81 % 2.24 % - 3.07 %
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 1,034.78 0.54 % 0.66 % 0.53 % 1.67 % 2.76 % 4.07 % 5.58 % 6.93 % 7.37 % 6.93 %
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 1,412.83 1.43 % 0.58 % 0.47 % 1.41 % 2.48 % 4.0 % 3.46 % 3.59 % 5.96 % 5.33 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 204.63 0.93 % 0.65 % 0.52 % 1.76 % 2.88 % 3.98 % - - - 3.72 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 204.63 0.93 % 0.65 % 0.52 % 1.77 % 2.88 % 3.98 % 7.38 % 5.11 % 6.59 % 7.17 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 2,343.96 2.14 % -2.2 % -0.93 % -3.57 % 1.72 % 3.92 % 16.78 % - - 18.67 %
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 455.38 0.4 % 0.59 % 0.53 % 1.64 % 2.55 % 3.63 % 4.3 % 5.92 % 6.95 % 7.3 %
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 455.38 0.36 % 0.58 % 0.53 % 1.64 % 2.55 % 3.6 % 4.29 % 5.91 % 6.48 % 6.69 %
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 422.59 2.34 % -0.14 % 0.17 % -1.16 % 2.63 % 3.46 % 8.14 % 6.67 % 6.93 % 7.82 %
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 30.74 2.16 % -0.01 % 0.23 % 0.86 % 2.86 % 3.16 % 7.52 % 5.09 % 7.6 % 7.11 %
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 3,042.49 1.94 % -1.8 % -0.48 % -2.21 % 2.59 % 3.1 % 12.09 % 10.99 % 12.13 % 17.55 %
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 5,135.36 1.88 % -2.18 % -1.17 % -0.76 % 3.55 % 2.6 % 15.81 % 10.7 % 17.3 % 13.78 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 3,116.26 2.01 % -1.99 % -1.07 % -2.48 % 1.79 % 2.49 % 11.95 % 9.29 % 11.07 % 10.33 %
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 614.6 2.52 % -0.88 % -1.22 % -3.2 % 3.98 % 2.48 % 16.57 % 7.35 % 12.08 % 9.97 %
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity: ELSS 965.02 2.35 % -1.02 % -0.26 % -3.28 % 2.22 % 2.12 % 16.99 % 9.44 % 15.05 % 13.98 %
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 368.04 2.58 % 0.16 % 1.02 % -1.18 % 2.68 % 2.06 % 16.04 % 10.58 % 13.17 % 12.56 %
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 45.2 2.15 % 0.45 % 0.44 % 1.61 % 1.82 % 1.54 % 2.43 % 4.31 % 5.83 % 7.36 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 2,021.28 2.12 % -0.68 % -0.41 % -1.68 % 4.08 % 0.46 % 21.84 % 6.91 % 16.93 % 16.11 %
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 1,888.34 2.07 % -1.55 % -0.56 % -2.41 % - - - - - -1.32 %
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 112.12 2.31 % 12.0 % 9.47 % 16.64 % 9.4 % -1.18 % 10.06 % 7.67 % 6.11 % 5.97 %
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 793.31 2.47 % -2.31 % -0.7 % -5.05 % 1.46 % -1.87 % 14.86 % 11.9 % 13.5 % 14.75 %
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 1,846.91 2.13 % -1.35 % -0.41 % -3.33 % -0.25 % -2.05 % 15.03 % 8.82 % 14.74 % 14.93 %
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 55.69 0.95 % -3.97 % -3.23 % -5.83 % -3.32 % -2.19 % 13.46 % 7.51 % 9.94 % 10.44 %
Scheme Name Category Launch Date AUM (Crore) Expense Ratio 1Y 3Y 5Y 10Y 15Y 20Y
Scheme Name Category Launch Date AUM (Crore) YTD 2018 2017 2016 2015 2014 2013 2012 2011 2010
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 10-06-2008 619.24 -2.94 % 16.78 % 15.34 % 2.7 % 26.43 % -3.66 % 33.33 % 12.82 % -8.96 % 58.02 %
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 12-05-2006 1,178.59 -1.9 % 9.35 % 19.35 % 13.48 % 2.71 % -7.82 % 38.69 % 21.12 % 6.31 % 47.37 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 01-07-2002 7,320.3 -1.24 % 4.84 % 37.92 % 12.29 % -0.31 % -15.41 % 40.77 % 11.33 % 11.15 % 75.03 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 05-01-2013 3,153.12 0.69 % 4.82 % 3.29 % 4.15 % 6.59 % 6.43 % 6.64 % 7.61 % 8.35 % 9.08 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 01-01-2013 3,153.12 0.69 % - - - - - - - - -
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 05-09-2018 36.41 0.66 % 4.63 % 3.36 % 5.19 % 7.78 % - - - - -
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 05-03-2019 1,173.44 0.66 % 4.57 % 3.04 % 3.32 % - - - - - -
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 05-01-2013 376.92 0.69 % 4.15 % 10.87 % 6.1 % -3.85 % 6.89 % 6.69 % 8.11 % 8.14 % 8.86 %
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 02-01-2013 376.92 0.69 % - - - - - - - - -
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 10-05-2005 1,713.36 -0.34 % 4.03 % 31.53 % 9.85 % 6.17 % -10.61 % 38.44 % 6.84 % 3.12 % 45.72 %
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 02-01-2013 1,593.25 -1.55 % 5.74 % 14.2 % 22.87 % 1.03 % 3.23 % 13.14 % 4.54 % 3.39 % 34.11 %
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 21-04-2016 55.73 0.76 % 3.65 % 2.33 % 2.36 % 3.74 % -0.81 % 4.8 % - - -
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 30-12-2004 1,034.78 0.66 % 3.66 % 3.5 % 10.98 % 11.31 % 4.8 % 5.44 % 11.71 % 8.66 % 14.92 %
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 05-01-2013 1,412.83 0.58 % 3.66 % 2.68 % 4.06 % 6.5 % 1.22 % 6.25 % 7.94 % 8.82 % 9.44 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 01-01-2013 204.63 0.65 % - - - - - - - - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 01-01-2013 204.63 0.65 % 3.45 % 10.19 % 9.72 % -3.5 % 6.18 % 5.64 % 9.28 % 7.47 % 10.2 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 21-09-2018 2,343.96 -2.2 % 3.15 % 44.74 % 15.41 % 21.72 % - - - - -
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 30-12-2004 455.38 0.59 % 3.0 % 2.93 % 7.64 % 10.06 % 6.06 % 6.23 % 7.88 % 8.47 % 9.35 %
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 30-12-2004 455.38 0.58 % 2.97 % 2.93 % 7.64 % 10.06 % 6.06 % 6.23 % 6.56 % 7.07 % 7.83 %
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 05-01-2013 422.59 -0.14 % 4.1 % 12.06 % 9.44 % 6.53 % 1.32 % 14.99 % 5.48 % 3.55 % 12.8 %
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 01-03-2010 30.74 -0.01 % 2.77 % 14.49 % 7.34 % 0.92 % -1.16 % 12.11 % 9.94 % 8.68 % 21.55 %
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 01-10-2020 3,042.49 -1.8 % 4.05 % 26.13 % 11.26 % 14.98 % 1.16 % 35.87 % 0.63 % -2.49 % 34.34 %
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 10-02-2007 5,135.36 -2.18 % 2.16 % 40.03 % 16.85 % 7.48 % -9.08 % 46.1 % 10.29 % 5.13 % 71.1 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 02-01-2013 3,116.26 -1.99 % 3.0 % 26.43 % 12.74 % 6.67 % 0.35 % 25.23 % 10.77 % -1.09 % 27.56 %
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 29-09-2005 614.6 -0.88 % 2.11 % 49.5 % 10.39 % 2.18 % -21.89 % 55.53 % -0.52 % 4.8 % 57.63 %
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity: ELSS 02-01-2013 965.02 -1.02 % 4.34 % 32.07 % 18.89 % 2.47 % -9.19 % 48.8 % 6.19 % 2.7 % 49.45 %
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 05-02-2013 368.04 0.16 % 1.28 % 32.55 % 20.24 % 4.42 % -5.23 % 46.6 % 7.25 % -3.39 % 44.93 %
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 18-12-1997 45.2 0.45 % 0.66 % 1.67 % 6.33 % 8.14 % 4.74 % 5.7 % 11.14 % 5.1 % 13.1 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 10-02-2005 2,021.28 -0.68 % -2.11 % 60.35 % 26.16 % -6.06 % -29.17 % 55.58 % -0.13 % 7.79 % 108.74 %
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 06-09-2022 1,888.34 -1.55 % - - - - - - - - -
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 24-08-2007 112.12 12.0 % -15.42 % 18.49 % 21.39 % 17.56 % -8.09 % 19.77 % 12.8 % -14.18 % -3.57 %
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 05-01-2013 793.31 -2.31 % -0.31 % 33.71 % 19.68 % 11.75 % -1.2 % 31.79 % 3.81 % 0.57 % 43.43 %
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 05-01-2013 1,846.91 -1.35 % -1.57 % 41.84 % 13.44 % 2.95 % -8.67 % 48.73 % 6.41 % 2.76 % 49.36 %
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 02-01-2013 55.69 -3.97 % 1.47 % 32.4 % 14.12 % 2.37 % -5.98 % 29.46 % 3.36 % -3.88 % 31.15 %
Scheme Name Category Launch Date Absolute
Returns
Annualized
Returns
Value of 10000 investment
Scheme Name Category Launch Date AUM (Crore) Expense Ratio YTD 1M 3M 6M 1Y 3Y 5Y 10Y
Scheme Name Category AUM (Crore) Expense Ratio 1Y 3Y 5Y 10Y 15Y 20Y
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 1,713.36 2.16 % 8.59 % 17.16 % 13.3 % 11.93 % 11.96 % -
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 112.12 2.31 % 25.51 % 8.23 % 9.41 % 7.83 % 7.45 % -
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 5,135.36 1.88 % 2.88 % 15.63 % 14.15 % 15.11 % 15.39 % -
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 619.24 2.42 % 18.72 % 18.19 % 14.25 % 13.26 % - -
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 614.6 2.52 % 6.65 % 20.72 % 15.68 % 12.76 % 9.96 % -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 1,178.59 2.28 % 8.04 % 14.58 % 11.91 % 12.84 % 13.2 % -
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 2,021.28 2.12 % 7.2 % 24.17 % 18.52 % 15.02 % 15.04 % -
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 7,320.3 1.86 % 7.72 % 18.78 % 14.36 % 13.8 % 15.4 % 18.1 %
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 30.74 2.16 % 5.58 % 7.72 % 6.89 % 6.94 % - -
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 45.2 2.15 % 3.53 % 2.0 % 3.27 % 4.97 % 5.8 % 5.86 %
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 455.38 0.4 % 4.84 % 3.55 % 4.94 % 6.13 % 6.88 % -
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 1,034.78 0.54 % 5.13 % 4.41 % 6.14 % 7.18 % 7.22 % -
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 2,343.96 2.14 % 5.61 % 19.84 % - - - -
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 36.41 0.3 % 5.62 % 4.37 % - - - -
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 1,173.44 0.18 % 5.53 % 4.13 % - - - -
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 455.38 0.36 % 4.83 % 3.54 % 4.92 % 5.9 % 6.41 % -
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 3,042.49 1.94 % 7.55 % - - - - -
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 3,153.12 0.28 % 5.85 % 5.62 % 5.62 % 5.62 % - -
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 3,153.12 0.28 % 5.85 % 4.41 % 4.56 % 5.64 % - -
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 376.92 1.28 % 5.34 % 5.04 % 5.04 % 5.04 % - -
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 376.92 1.28 % 5.34 % 6.97 % 5.7 % 5.71 % - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 204.63 0.93 % 5.16 % 4.68 % 4.68 % 4.68 % - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 204.63 0.93 % 4.05 % 6.66 % 6.02 % 5.95 % - -
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 1,412.83 1.43 % 4.69 % 3.52 % 3.67 % 4.7 % - -
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 368.04 2.58 % 7.16 % 15.54 % 14.32 % 13.77 % - -
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity: ELSS 965.02 2.35 % 6.44 % 17.38 % 14.62 % 13.9 % - -
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 793.31 2.47 % 2.5 % 13.51 % 14.2 % 13.31 % - -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 1,846.91 2.13 % 2.31 % 16.16 % 13.5 % 13.42 % - -
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 3,116.26 2.01 % 4.86 % 12.65 % 11.44 % 11.0 % - -
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 55.73 0.56 % 5.26 % 3.39 % 2.92 % - - -
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 1,593.25 2.1 % 5.59 % 9.57 % 10.12 % 9.51 % - -
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 422.59 2.34 % 5.39 % 8.04 % 7.69 % 7.3 % - -
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 55.69 0.95 % -2.73 % 13.07 % 11.48 % 9.64 % - -
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