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| Scheme Name | Category | AUM (Crore) | TER | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | Since Launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,161.26 | 1.89 % | 9.92 % | 5.39 % | 15.19 % | 9.52 % | 16.92 % | 24.03 % | 26.97 % | - | 20.81 % |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 118 | 2.38 % | 6.64 % | 4.0 % | 6.77 % | 5.42 % | 12.59 % | 17.42 % | 13.69 % | 9.07 % | 7.16 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 2,623.28 | 1.86 % | 9.95 % | 2.03 % | 7.4 % | 9.99 % | 10.66 % | - | - | - | 15.45 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Others | 1,755.29 | 2.03 % | 2.46 % | 3.5 % | 9.57 % | 2.68 % | 10.45 % | - | - | - | 10.29 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 718.83 | 0.55 % | 4.95 % | 0.06 % | 2.6 % | 5.01 % | 9.38 % | 7.34 % | 6.03 % | 7.55 % | 7.03 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 471.3 | 0.41 % | 4.89 % | 0.11 % | 2.59 % | 4.96 % | 9.28 % | 7.56 % | 5.63 % | 6.74 % | 7.39 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 213.99 | 0.89 % | 4.69 % | 0.2 % | 2.56 % | 4.76 % | 9.06 % | 7.47 % | 7.86 % | 6.36 % | 7.24 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 213.99 | 0.89 % | 4.62 % | 0.14 % | 2.61 % | 4.74 % | 9.03 % | 7.45 % | - | - | 6.56 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 12,345.38 | 1.75 % | 1.0 % | 3.69 % | 12.83 % | 1.32 % | 9.02 % | 30.18 % | 29.31 % | 15.29 % | 24.06 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,548.07 | 2.19 % | 0.39 % | 3.29 % | 10.75 % | 0.53 % | 8.33 % | 22.39 % | 21.33 % | 14.4 % | 12.75 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,037.71 | 2.18 % | 4.54 % | 1.31 % | 4.95 % | 4.51 % | 8.26 % | 13.24 % | 12.35 % | 8.76 % | 8.42 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,548.09 | 2.1 % | 13.82 % | 3.15 % | 12.39 % | 13.5 % | 8.22 % | 26.73 % | 24.99 % | 14.08 % | 14.89 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 1,365.36 | 0.29 % | 4.22 % | 0.63 % | 2.25 % | 4.28 % | 8.04 % | 7.21 % | 5.73 % | - | 6.2 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 396.96 | 1.15 % | 3.99 % | 0.51 % | 2.14 % | 4.04 % | 7.85 % | 6.82 % | 7.19 % | 5.99 % | 7.09 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,055.56 | 2.03 % | 4.3 % | 3.03 % | 9.46 % | 4.22 % | 7.82 % | - | - | - | 15.15 % |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 396.96 | 1.15 % | 3.93 % | 0.51 % | 2.2 % | 4.03 % | 7.82 % | 6.81 % | - | - | 6.27 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 43.19 | 2.13 % | 4.11 % | -0.06 % | 2.21 % | 4.19 % | 7.5 % | 6.09 % | 4.14 % | 5.72 % | 7.28 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 6,287.15 | 0.32 % | 3.4 % | 0.5 % | 1.73 % | 3.51 % | 7.11 % | 6.9 % | - | - | 6.46 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 6,287.15 | 0.32 % | 3.46 % | 0.51 % | 1.64 % | 3.51 % | 7.1 % | 6.91 % | 5.49 % | 6.12 % | 6.9 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,672.18 | 1.82 % | 0.49 % | 3.56 % | 8.83 % | 0.46 % | 6.98 % | 25.3 % | 26.02 % | 15.75 % | 15.12 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 299.19 | 1.0 % | 3.33 % | 0.51 % | 1.59 % | 3.4 % | 6.73 % | 6.45 % | 4.74 % | - | 4.06 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 2,546.42 | 1.48 % | 3.39 % | 0.51 % | 1.76 % | 3.44 % | 6.64 % | 6.11 % | 4.75 % | 5.23 % | 5.48 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 801.06 | 0.16 % | 2.98 % | 0.44 % | 1.42 % | 3.0 % | 6.3 % | 6.33 % | 5.05 % | - | 5.1 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 27.29 | 2.15 % | 3.29 % | -0.12 % | 2.39 % | 3.35 % | 6.05 % | 8.71 % | 8.97 % | 6.98 % | 7.34 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,562.91 | 2.08 % | 3.46 % | 1.71 % | 5.87 % | 3.57 % | 6.03 % | 13.77 % | 13.42 % | 9.38 % | 10.14 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 6,140.48 | 1.81 % | 2.91 % | 1.96 % | 6.84 % | 3.11 % | 5.85 % | 16.47 % | 17.85 % | 11.7 % | 10.88 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,359.61 | 2.22 % | 4.83 % | 2.93 % | 9.29 % | 4.79 % | 5.61 % | 19.88 % | 22.94 % | 13.83 % | 14.41 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,488.05 | 2.2 % | 4.76 % | 3.28 % | 9.4 % | 4.75 % | 5.48 % | 18.32 % | 21.51 % | 11.72 % | 15.05 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,310.72 | 1.94 % | 1.16 % | 3.95 % | 16.63 % | 1.85 % | 5.34 % | 26.35 % | 32.47 % | 14.41 % | 17.31 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,772.07 | 2.0 % | 2.49 % | 3.17 % | 9.76 % | 2.82 % | 4.84 % | 21.76 % | 24.27 % | 14.27 % | 15.65 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,396.65 | 1.91 % | 3.72 % | 2.74 % | 7.05 % | 3.67 % | 3.83 % | 17.15 % | 18.63 % | 12.02 % | 17.36 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,081.44 | 2.27 % | 1.16 % | 3.66 % | 8.09 % | 1.07 % | 2.76 % | 19.34 % | 20.86 % | 13.35 % | 15.24 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 106.28 | 1.08 % | 6.11 % | 3.63 % | 9.67 % | 6.19 % | 2.07 % | 21.92 % | 22.82 % | 11.55 % | 11.59 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 894.63 | 2.29 % | 0.69 % | 2.34 % | 6.31 % | 0.84 % | 0.28 % | 20.22 % | 22.19 % | 14.44 % | 13.44 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 951.95 | 2.4 % | 3.96 % | 3.53 % | 12.69 % | 4.68 % | 0.24 % | 28.1 % | 29.81 % | 14.34 % | 12.12 % |
| 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 Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,161.26 | 9.92 % | 17.87 % | 28.05 % | 3.15 % | 44.74 % | 15.41 % | 21.72 % | - | - | - |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 118 | 6.64 % | 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 | 2,623.28 | 9.95 % | - | - | - | - | - | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Others | 25-06-2024 | 1,755.29 | 2.46 % | - | - | - | - | - | - | - | - | - |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 718.83 | 4.95 % | 7.98 % | 6.26 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 471.3 | 4.89 % | 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 | 213.99 | 4.69 % | 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 | 213.99 | 4.62 % | 7.92 % | 6.86 % | - | - | - | - | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 12,345.38 | 1.0 % | 32.01 % | 40.35 % | 4.84 % | 37.92 % | 12.29 % | -0.31 % | -15.41 % | 40.77 % | 11.33 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,548.07 | 0.39 % | 20.09 % | 30.25 % | 9.35 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,037.71 | 4.54 % | 12.64 % | 15.33 % | 4.1 % | 12.06 % | 9.44 % | 6.53 % | 1.32 % | 14.99 % | 5.48 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,548.09 | 13.82 % | 7.07 % | 31.12 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 1,365.36 | 4.22 % | 7.51 % | 7.03 % | 4.63 % | 3.36 % | 5.19 % | 7.78 % | - | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 396.96 | 3.99 % | 7.27 % | 6.48 % | 4.15 % | 10.87 % | 6.1 % | -3.85 % | 6.89 % | 6.69 % | 8.11 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,055.56 | 4.3 % | 14.63 % | 24.1 % | - | - | - | - | - | - | - |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 02-01-2013 | 396.96 | 3.93 % | 7.27 % | 6.48 % | - | - | - | - | - | - | - |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 43.19 | 4.11 % | 6.2 % | 5.47 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 01-01-2013 | 6,287.15 | 3.4 % | 7.3 % | 6.99 % | - | - | - | - | - | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 6,287.15 | 3.46 % | 7.3 % | 6.99 % | 4.82 % | 3.29 % | 4.15 % | 6.59 % | 6.43 % | 6.64 % | 7.61 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,672.18 | 0.49 % | 25.09 % | 31.2 % | 2.16 % | 40.03 % | 16.85 % | 7.48 % | -9.08 % | 46.1 % | 10.29 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 299.19 | 3.33 % | 7.13 % | 6.76 % | 3.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 01-01-2013 | 2,546.42 | 3.39 % | 6.45 % | 6.1 % | 3.66 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % | 7.94 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 801.06 | 2.98 % | 6.59 % | 6.62 % | 4.57 % | 3.04 % | 3.32 % | - | - | - | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 27.29 | 3.29 % | 8.02 % | 9.19 % | 2.77 % | 14.49 % | 7.34 % | 0.92 % | -1.16 % | 12.11 % | 9.94 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 01-01-2013 | 1,562.91 | 3.46 % | 12.64 % | 14.1 % | 5.74 % | 14.2 % | 22.87 % | 1.03 % | 3.23 % | 13.14 % | 4.54 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 6,140.48 | 2.91 % | 17.11 % | 16.8 % | 3.0 % | 26.43 % | 12.74 % | 6.67 % | 0.35 % | 25.23 % | 10.77 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,359.61 | 4.83 % | 15.77 % | 24.46 % | 4.34 % | 32.07 % | 18.89 % | 2.47 % | -9.19 % | 48.8 % | 6.19 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 1,488.05 | 4.76 % | 12.03 % | 23.31 % | 4.03 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,310.72 | 1.16 % | 19.07 % | 45.29 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 01-01-2013 | 2,772.07 | 2.49 % | 19.48 % | 31.09 % | -1.57 % | 41.84 % | 13.44 % | 2.95 % | -8.67 % | 48.73 % | 6.41 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,396.65 | 3.72 % | 11.02 % | 21.15 % | 4.05 % | 26.13 % | 11.26 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,081.44 | 1.16 % | 17.23 % | 24.37 % | -0.31 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % | 3.81 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 106.28 | 6.11 % | 16.29 % | 29.01 % | 1.47 % | 32.4 % | 14.12 % | 2.37 % | -5.98 % | 29.46 % | 3.36 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 894.63 | 0.69 % | 15.7 % | 34.02 % | 1.28 % | 32.55 % | 20.24 % | 4.42 % | -5.23 % | 46.6 % | 7.25 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 951.95 | 3.96 % | 23.83 % | 41.66 % | 2.11 % | 49.5 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % |
| 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 |
|---|
