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| 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 | 658.64 | 2.36 % | 4.52 % | 3.76 % | 10.05 % | 4.36 % | 25.19 % | 27.35 % | 11.88 % | 13.46 % | 13.85 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 2,067.81 | 2.06 % | 9.96 % | 6.95 % | 11.54 % | 7.0 % | 21.61 % | 40.32 % | 10.93 % | 19.27 % | 16.46 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 7,217.45 | 1.83 % | 5.08 % | 5.34 % | 7.76 % | 1.88 % | 18.5 % | 29.04 % | 9.35 % | 17.28 % | 23.3 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,123.6 | 2.26 % | 5.03 % | 6.42 % | 10.35 % | 2.03 % | 18.44 % | 22.21 % | 9.01 % | 15.16 % | 11.74 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 5,024.03 | 1.86 % | 3.84 % | 4.61 % | 7.81 % | 0.52 % | 17.59 % | 27.31 % | 12.26 % | 18.4 % | 13.92 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 624.85 | 2.53 % | 7.07 % | 3.6 % | 9.1 % | 2.77 % | 16.75 % | 32.05 % | 10.79 % | 14.44 % | 10.26 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 2,393.28 | 2.0 % | 4.21 % | 4.71 % | 8.79 % | 0.32 % | 14.44 % | 29.72 % | - | - | 18.93 % |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 122.69 | 2.28 % | 15.85 % | 0.93 % | 7.94 % | 12.02 % | 14.31 % | 11.94 % | 8.14 % | 6.22 % | 6.08 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,621.81 | 2.16 % | 3.62 % | 3.53 % | 6.88 % | 0.31 % | 13.14 % | 25.66 % | 9.23 % | 13.27 % | 14.77 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 808.92 | 2.37 % | 3.82 % | 3.72 % | 7.9 % | 0.01 % | 13.1 % | 23.14 % | 13.31 % | 14.63 % | 14.87 % |
| Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Equity: ELSS | 966.64 | 2.32 % | 3.24 % | 3.91 % | 7.14 % | -0.12 % | 12.27 % | 25.9 % | 10.83 % | 15.73 % | 13.99 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 2,915.05 | 1.92 % | 1.63 % | 3.01 % | 6.79 % | -1.51 % | 11.78 % | 20.56 % | 11.19 % | 12.69 % | 17.46 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 420.07 | 2.5 % | 4.78 % | 3.07 % | 6.24 % | 1.28 % | 11.53 % | 23.61 % | 11.73 % | 14.31 % | 12.61 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 55.11 | 1.03 % | 3.31 % | 4.69 % | 10.62 % | -0.31 % | 11.19 % | 23.65 % | 9.53 % | 10.51 % | 10.64 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 1,850.73 | 2.09 % | 3.35 % | 4.06 % | 6.87 % | -0.27 % | 10.97 % | 25.6 % | 10.3 % | 15.48 % | 14.94 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 3,073.48 | 1.94 % | 0.98 % | 2.76 % | 5.45 % | -1.24 % | 9.81 % | 18.85 % | 9.68 % | 11.46 % | 10.33 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,551.43 | 2.07 % | 1.1 % | 1.95 % | 4.21 % | -0.25 % | 9.58 % | 13.38 % | 9.17 % | 10.84 % | 9.5 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 422.89 | 2.32 % | 3.18 % | 2.31 % | 4.35 % | 1.92 % | 8.53 % | 11.42 % | 7.15 % | 6.83 % | 7.87 % |
| Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 29.38 | 2.17 % | 3.11 % | 1.25 % | 3.7 % | 2.6 % | 8.1 % | 9.73 % | 5.85 % | 7.65 % | 7.19 % |
| Sundaram Banking and PSU Debt Fund Retail Plan - Growth | Debt: Banking and PSU | 458.93 | 0.36 % | 3.36 % | 0.75 % | 2.7 % | 3.71 % | 6.64 % | 4.27 % | 6.42 % | 6.48 % | 6.73 % |
| Sundaram Banking and PSU Debt Fund Regular Plan - Growth | Debt: Banking and PSU | 458.93 | 0.37 % | 3.36 % | 0.75 % | 2.7 % | 3.71 % | 6.64 % | 4.28 % | 6.43 % | 6.92 % | 7.34 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 190.01 | 0.86 % | 3.51 % | 0.79 % | 2.72 % | 3.83 % | 6.59 % | - | - | - | 4.95 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 190.01 | 0.86 % | 3.51 % | 0.79 % | 2.72 % | 3.83 % | 6.59 % | 8.29 % | 5.46 % | 6.5 % | 7.2 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 94.16 | 0.34 % | 3.05 % | 0.65 % | 2.06 % | 3.54 % | 6.29 % | 4.45 % | - | - | 5.6 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 3,995.44 | 0.29 % | 2.89 % | 0.59 % | 1.8 % | 3.42 % | 6.25 % | - | - | - | 5.47 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 3,995.44 | 0.29 % | 2.89 % | 0.59 % | 1.8 % | 3.42 % | 6.25 % | 4.31 % | 5.04 % | 6.52 % | 6.88 % |
| Sundaram Medium Term Bond Fund Regular Plan - Growth | Debt: Medium Duration | 45.7 | 2.17 % | 3.33 % | 0.78 % | 3.0 % | 3.33 % | 6.17 % | 3.21 % | 4.77 % | 5.6 % | 7.38 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 889.53 | 0.51 % | 2.91 % | 0.63 % | 1.88 % | 3.43 % | 6.01 % | 5.27 % | 7.45 % | 7.32 % | 6.94 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 1,003.32 | 0.16 % | 2.69 % | 0.54 % | 1.63 % | 3.16 % | 5.84 % | 4.0 % | - | - | 4.42 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 383.98 | 1.28 % | 2.87 % | 0.59 % | 1.92 % | 3.33 % | 5.81 % | 7.32 % | 4.78 % | 6.38 % | 7.08 % |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 383.98 | 1.28 % | 2.87 % | 0.59 % | 1.92 % | 3.33 % | 5.81 % | - | - | - | 4.99 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,638.89 | 1.38 % | 2.68 % | 0.54 % | 1.79 % | 3.13 % | 5.37 % | 3.64 % | 3.59 % | 5.88 % | 5.36 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 74.33 | 0.99 % | 2.75 % | 0.63 % | 1.65 % | 3.49 % | 5.27 % | 3.19 % | 2.29 % | - | 3.22 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 1,913.61 | 1.96 % | 3.8 % | 4.37 % | 7.83 % | 1.14 % | - | - | - | - | 4.04 % |
| 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 | 658.64 | 4.52 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % | -8.96 % | 58.02 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 2,067.81 | 9.96 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % | 7.79 % | 108.74 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 7,217.45 | 5.08 % | 4.84 % | 37.92 % | 12.29 % | -0.31 % | -15.41 % | 40.77 % | 11.33 % | 11.15 % | 75.03 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,123.6 | 5.03 % | 9.35 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % | 6.31 % | 47.37 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 5,024.03 | 3.84 % | 2.16 % | 40.03 % | 16.85 % | 7.48 % | -9.08 % | 46.1 % | 10.29 % | 5.13 % | 71.1 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 624.85 | 7.07 % | 2.11 % | 49.5 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % | 4.8 % | 57.63 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 2,393.28 | 4.21 % | 3.15 % | 44.74 % | 15.41 % | 21.72 % | - | - | - | - | - |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 24-08-2007 | 122.69 | 15.85 % | -15.42 % | 18.49 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % | -14.18 % | -3.57 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 1,621.81 | 3.62 % | 4.03 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % | 3.12 % | 45.72 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 808.92 | 3.82 % | -0.31 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % | 3.81 % | 0.57 % | 43.43 % |
| Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Equity: ELSS | 02-01-2013 | 966.64 | 3.24 % | 4.34 % | 32.07 % | 18.89 % | 2.47 % | -9.19 % | 48.8 % | 6.19 % | 2.7 % | 49.45 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 01-10-2020 | 2,915.05 | 1.63 % | 4.05 % | 26.13 % | 11.26 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % | -2.49 % | 34.34 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 05-02-2013 | 420.07 | 4.78 % | 1.28 % | 32.55 % | 20.24 % | 4.42 % | -5.23 % | 46.6 % | 7.25 % | -3.39 % | 44.93 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 55.11 | 3.31 % | 1.47 % | 32.4 % | 14.12 % | 2.37 % | -5.98 % | 29.46 % | 3.36 % | -3.88 % | 31.15 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 05-01-2013 | 1,850.73 | 3.35 % | -1.57 % | 41.84 % | 13.44 % | 2.95 % | -8.67 % | 48.73 % | 6.41 % | 2.76 % | 49.36 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 02-01-2013 | 3,073.48 | 0.98 % | 3.0 % | 26.43 % | 12.74 % | 6.67 % | 0.35 % | 25.23 % | 10.77 % | -1.09 % | 27.56 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 02-01-2013 | 1,551.43 | 1.1 % | 5.74 % | 14.2 % | 22.87 % | 1.03 % | 3.23 % | 13.14 % | 4.54 % | 3.39 % | 34.11 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 422.89 | 3.18 % | 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 | 29.38 | 3.11 % | 2.77 % | 14.49 % | 7.34 % | 0.92 % | -1.16 % | 12.11 % | 9.94 % | 8.68 % | 21.55 % |
| Sundaram Banking and PSU Debt Fund Retail Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 458.93 | 3.36 % | 2.97 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 6.56 % | 7.07 % | 7.83 % |
| Sundaram Banking and PSU Debt Fund Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 458.93 | 3.36 % | 3.0 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % | 8.47 % | 9.35 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 01-01-2013 | 190.01 | 3.51 % | - | - | - | - | - | - | - | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 190.01 | 3.51 % | 3.45 % | 10.19 % | 9.72 % | -3.5 % | 6.18 % | 5.64 % | 9.28 % | 7.47 % | 10.2 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 94.16 | 3.05 % | 4.63 % | 3.36 % | 5.19 % | 7.78 % | - | - | - | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 01-01-2013 | 3,995.44 | 2.89 % | - | - | - | - | - | - | - | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 3,995.44 | 2.89 % | 4.82 % | 3.29 % | 4.15 % | 6.59 % | 6.43 % | 6.64 % | 7.61 % | 8.35 % | 9.08 % |
| Sundaram Medium Term Bond Fund Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 45.7 | 3.33 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % | 5.1 % | 13.1 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 889.53 | 2.91 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % | 8.66 % | 14.92 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 1,003.32 | 2.69 % | 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 | 383.98 | 2.87 % | 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 | 383.98 | 2.87 % | - | - | - | - | - | - | - | - | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 05-01-2013 | 1,638.89 | 2.68 % | 3.66 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % | 7.94 % | 8.82 % | 9.44 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 74.33 | 2.75 % | 3.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % | - | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 1,913.61 | 3.8 % | - | - | - | - | - | - | - | - | - |
| 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 |
|---|
