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Fund Categories

  •   Equity: All
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  •   Equity: Contra
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  •   Equity: Large and Mid Cap
  •   Equity: Large Cap
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  •   Equity: Multi Cap
  •   Equity: Sectoral-Banking and Financial Services
  •   Equity: Sectoral-FMCG
  •   Equity: Sectoral-Infrastructure
  •   Equity: Sectoral-Pharma and Healthcare
  •   Equity: Sectoral-Technology
  •   Equity: Small Cap
  •   Equity: Thematic-Consumption
  •   Equity: Thematic-Energy
  •   Equity: Thematic-ESG
  •   Equity: Thematic-International
  •   Equity: Thematic-Manufacturing
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  •   Equity: Thematic-Others
  •   Equity: Thematic-PSU
  •   Equity: Thematic-Quantitative
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  •   Debt: Banking and PSU
  •   Debt: Corporate Bond
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  •   Debt: Gilt
  •   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
  •   Debt: Short Duration
  •   Debt: Ultra Short Duration
  •   Hybrid: Aggressive
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  •   Fund of Funds-Domestic-Gold and Silver
  •   Fund of Funds-Domestic-Silver
Scheme Name Category AUM (Crore) TER YTD 1M 3M 6M 1Y 3Y 5Y 10Y Since
Launch
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 846.13 2.46 % 6.82 % 5.03 % 18.66 % 26.8 % 55.11 % 26.82 % 22.01 % 18.32 % 11.91 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 3,063.23 1.98 % 2.45 % 2.29 % 8.84 % 20.74 % 52.53 % 29.23 % 24.14 % 22.06 % 17.62 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 10,112.24 1.78 % 4.63 % 3.89 % 13.58 % 23.75 % 51.91 % 24.05 % 20.3 % 20.16 % 24.32 %
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 64.9 1.03 % 7.23 % 6.63 % 19.05 % 26.64 % 49.18 % 19.88 % 17.67 % 13.22 % 11.62 %
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 782.92 2.32 % 5.22 % 4.24 % 15.97 % 25.31 % 43.55 % 21.52 % 19.59 % 17.56 % 13.83 %
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 6,039.93 1.84 % 2.11 % 3.66 % 10.6 % 21.04 % 39.97 % 20.87 % 20.17 % 20.18 % 14.98 %
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 2,398.99 2.02 % 2.32 % 1.78 % 11.75 % 18.33 % 39.26 % 20.06 % 17.94 % 17.24 % 15.72 %
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 1,142.04 2.19 % -0.97 % 1.75 % 7.66 % 14.97 % 37.51 % 17.04 % 18.73 % 17.59 % 14.73 %
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 1,363.73 2.23 % -1.21 % 1.03 % 3.91 % 12.33 % 35.4 % 18.1 % 15.57 % 16.94 % 12.5 %
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 992.27 2.28 % 2.84 % 4.57 % 11.28 % 14.44 % 33.81 % 16.43 % 18.73 % 15.87 % 15.53 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 3,230.86 1.96 % -0.43 % 1.31 % 6.0 % 13.29 % 33.4 % 20.88 % 21.89 % - 20.53 %
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 1,186.81 2.24 % 2.87 % 5.17 % 10.51 % 14.69 % 33.21 % 18.36 % 17.61 % 16.96 % 14.47 %
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 3,314.86 1.93 % 2.39 % 3.93 % 11.41 % 14.69 % 30.54 % 15.7 % 16.13 % 14.2 % 17.89 %
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 2,066.42 2.03 % 0.71 % 3.55 % 8.54 % 13.16 % 30.29 % - - - 16.45 %
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 1,602.72 2.19 % 0.74 % 3.61 % 8.81 % 11.95 % 28.58 % 16.57 % 15.19 % 14.92 % 15.25 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 4,191.21 1.9 % 3.81 % 3.48 % 10.12 % 13.74 % 26.84 % 14.53 % 14.03 % 12.98 % 10.83 %
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 115.18 2.28 % 4.92 % 3.93 % 8.0 % 13.2 % 26.8 % 11.09 % 12.17 % 7.4 % 6.85 %
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 1,523.84 2.09 % 2.65 % 2.66 % 8.16 % 11.11 % 20.86 % 11.27 % 11.99 % 11.28 % 10.16 %
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 716.33 2.22 % 2.49 % 2.86 % 5.68 % 8.73 % 19.8 % 10.44 % 10.02 % 8.64 % 8.26 %
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 31.51 2.0 % 1.62 % 1.38 % 4.37 % 5.53 % 11.72 % 8.81 % 7.22 % 8.63 % 7.35 %
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 347.36 0.36 % 1.27 % 0.82 % 2.1 % 3.5 % 7.54 % 4.54 % 6.03 % 6.41 % 6.72 %
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 347.36 0.37 % 1.27 % 0.82 % 2.1 % 3.5 % 7.54 % 4.55 % 6.03 % 6.81 % 7.3 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 198.96 0.84 % 1.28 % 0.82 % 2.12 % 3.44 % 7.44 % - - - 5.36 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 198.96 0.84 % 1.28 % 0.82 % 2.12 % 3.44 % 7.44 % 7.43 % 5.27 % 6.5 % 7.16 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 128.98 0.34 % 1.2 % 0.68 % 1.81 % 3.53 % 7.3 % 5.25 % 5.57 % - 5.78 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 4,549.36 0.29 % 1.18 % 0.64 % 1.83 % 3.57 % 7.15 % - - - 6.01 %
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 4,549.36 0.29 % 1.18 % 0.64 % 1.83 % 3.57 % 7.15 % 5.26 % 5.17 % 6.36 % 6.88 %
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 99.39 0.87 % 1.32 % 0.65 % 1.93 % 3.54 % 7.05 % 4.62 % 3.9 % - 3.59 %
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 1,246.94 0.18 % 1.08 % 0.57 % 1.68 % 3.37 % 6.69 % 4.95 % - - 4.76 %
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 398.37 0.93 % 1.12 % 0.66 % 1.7 % 3.24 % 6.68 % 7.41 % 4.65 % 6.16 % 7.05 %
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 398.37 0.93 % 1.12 % 0.66 % 1.7 % 3.24 % 6.68 % - - - 5.44 %
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 786.43 0.51 % 1.32 % 0.88 % 2.16 % 3.51 % 6.62 % 5.16 % 7.15 % 8.11 % 6.91 %
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 42.95 2.16 % 1.05 % 0.71 % 1.99 % 2.86 % 6.31 % 3.38 % 4.51 % 6.19 % 7.29 %
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 2,014.73 1.43 % 1.04 % 0.61 % 1.56 % 3.01 % 6.29 % 4.38 % 4.57 % 5.59 % 5.39 %
Sundaram Multi Asset Allocation Fund Regular Plan Growth Hybrid: Multi Asset Allocation 1,893.64 1.96 % - - - - - - - - 1.01 %
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 Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 29-09-2005 846.13 6.82 % 41.66 % 2.11 % 49.5 % 10.39 % 2.18 % -21.89 % 55.53 % -0.52 % 4.8 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 10-02-2005 3,063.23 2.45 % 45.29 % -2.11 % 60.35 % 26.16 % -6.06 % -29.17 % 55.58 % -0.13 % 7.79 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 01-07-2002 10,112.24 4.63 % 40.35 % 4.84 % 37.92 % 12.29 % -0.31 % -15.41 % 40.77 % 11.33 % 11.15 %
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 02-01-2013 64.9 7.23 % 29.01 % 1.47 % 32.4 % 14.12 % 2.37 % -5.98 % 29.46 % 3.36 % -3.88 %
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 05-02-2013 782.92 5.22 % 34.02 % 1.28 % 32.55 % 20.24 % 4.42 % -5.23 % 46.6 % 7.25 % -3.39 %
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 10-02-2007 6,039.93 2.11 % 31.2 % 2.16 % 40.03 % 16.85 % 7.48 % -9.08 % 46.1 % 10.29 % 5.13 %
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 05-01-2013 2,398.99 2.32 % 31.09 % -1.57 % 41.84 % 13.44 % 2.95 % -8.67 % 48.73 % 6.41 % 2.76 %
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 10-06-2008 1,142.04 -0.97 % 31.12 % 16.78 % 15.34 % 2.7 % 26.43 % -3.66 % 33.33 % 12.82 % -8.96 %
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 12-05-2006 1,363.73 -1.21 % 30.25 % 9.35 % 19.35 % 13.48 % 2.71 % -7.82 % 38.69 % 21.12 % 6.31 %
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 05-01-2013 992.27 2.84 % 24.37 % -0.31 % 33.71 % 19.68 % 11.75 % -1.2 % 31.79 % 3.81 % 0.57 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 21-09-2018 3,230.86 -0.43 % 28.05 % 3.15 % 44.74 % 15.41 % 21.72 % - - - -
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 02-01-2013 1,186.81 2.87 % 24.46 % 4.34 % 32.07 % 18.89 % 2.47 % -9.19 % 48.8 % 6.19 % 2.7 %
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 05-10-2020 3,314.86 2.39 % 21.15 % 4.05 % 26.13 % 11.26 % 14.98 % 1.16 % 35.87 % 0.63 % -2.49 %
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 06-09-2022 2,066.42 0.71 % 24.1 % - - - - - - - -
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 10-05-2005 1,602.72 0.74 % 23.31 % 4.03 % 31.53 % 9.85 % 6.17 % -10.61 % 38.44 % 6.84 % 3.12 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 02-01-2013 4,191.21 3.81 % 16.8 % 3.0 % 26.43 % 12.74 % 6.67 % 0.35 % 25.23 % 10.77 % -1.09 %
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 24-08-2007 115.18 4.92 % 30.14 % -15.42 % 18.49 % 21.39 % 17.56 % -8.09 % 19.77 % 12.8 % -14.18 %
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 02-01-2013 1,523.84 2.65 % 14.1 % 5.74 % 14.2 % 22.87 % 1.03 % 3.23 % 13.14 % 4.54 % 3.39 %
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 05-01-2013 716.33 2.49 % 15.33 % 4.1 % 12.06 % 9.44 % 6.53 % 1.32 % 14.99 % 5.48 % 3.55 %
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 01-03-2010 31.51 1.62 % 9.19 % 2.77 % 14.49 % 7.34 % 0.92 % -1.16 % 12.11 % 9.94 % 8.68 %
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 30-12-2004 347.36 1.27 % 6.84 % 2.97 % 2.93 % 7.64 % 10.06 % 6.06 % 6.23 % 6.56 % 7.07 %
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 30-12-2004 347.36 1.27 % 6.84 % 3.0 % 2.93 % 7.64 % 10.06 % 6.06 % 6.23 % 7.88 % 8.47 %
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 01-01-2013 198.96 1.28 % 6.86 % - - - - - - - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 01-01-2013 198.96 1.28 % 6.86 % 3.45 % 10.19 % 9.72 % -3.5 % 6.18 % 5.64 % 9.28 % 7.47 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 05-09-2018 128.98 1.2 % 7.03 % 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 4,549.36 1.18 % 6.99 % - - - - - - - -
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 10-01-2013 4,549.36 1.18 % 6.99 % 4.82 % 3.29 % 4.15 % 6.59 % 6.43 % 6.64 % 7.61 % 8.35 %
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 21-04-2016 99.39 1.32 % 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 1,246.94 1.08 % 6.62 % 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 398.37 1.12 % 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 398.37 1.12 % 6.48 % - - - - - - - -
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 30-12-2004 786.43 1.32 % 6.26 % 3.66 % 3.5 % 10.98 % 11.31 % 4.8 % 5.44 % 11.71 % 8.66 %
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 18-12-1997 42.95 1.05 % 5.47 % 0.66 % 1.67 % 6.33 % 8.14 % 4.74 % 5.7 % 11.14 % 5.1 %
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 05-01-2013 2,014.73 1.04 % 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 1,893.64 - - - - - - - - - -
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 1,602.72 2.19 % 28.9 % 17.45 % 18.4 % 13.31 % 13.07 % -
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 115.18 2.28 % 27.54 % 14.61 % 13.75 % 10.55 % 8.86 % -
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 6,039.93 1.84 % 38.07 % 19.53 % 20.91 % 16.37 % 16.92 % -
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 1,142.04 2.19 % 32.75 % 22.71 % 21.05 % 15.71 % 14.43 % -
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 846.13 2.46 % 61.61 % 31.04 % 28.68 % 17.63 % 14.06 % -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 1,363.73 2.23 % 30.86 % 20.32 % 19.09 % 14.63 % 14.85 % -
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 3,063.23 1.98 % 50.82 % 28.95 % 30.61 % 18.28 % 17.84 % -
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 10,112.24 1.78 % 57.89 % 29.34 % 26.63 % 17.28 % 17.8 % 18.39 %
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 31.51 2.0 % 11.9 % 8.6 % 8.64 % 7.25 % - -
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 42.95 2.16 % 5.62 % 4.04 % 3.74 % 4.87 % 4.03 % 5.89 %
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 347.36 0.37 % 7.07 % 5.59 % 5.27 % 6.13 % 5.05 % -
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 786.43 0.51 % 6.95 % 5.56 % 5.78 % 6.89 % 5.5 % -
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 3,230.86 1.96 % 30.18 % 19.7 % 22.84 % - - -
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 128.98 0.34 % 7.09 % 6.13 % 5.5 % - - -
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 1,246.94 0.18 % 6.72 % 5.81 % 5.0 % - - -
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 347.36 0.36 % 7.07 % 5.58 % 5.26 % 6.0 % 4.75 % -
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 3,314.86 1.93 % 32.83 % 17.54 % - - - -
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 4,549.36 0.29 % 7.16 % 6.69 % 6.69 % 6.69 % - -
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 4,549.36 0.29 % 7.16 % 6.17 % 5.38 % 5.71 % - -
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 398.37 0.93 % 6.52 % 6.12 % 6.12 % 6.12 % - -
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 398.37 0.93 % 6.52 % 6.61 % 6.51 % 5.72 % - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 198.96 0.84 % 6.99 % 6.41 % 6.41 % 6.41 % - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 198.96 0.84 % 6.99 % 6.56 % 6.81 % 6.03 % - -
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 2,014.73 1.43 % 6.08 % 5.2 % 4.58 % 4.72 % - -
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 782.92 2.32 % 52.92 % 24.91 % 23.59 % 17.27 % - -
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 1,186.81 2.24 % 35.47 % 19.57 % 20.72 % 15.42 % - -
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 992.27 2.28 % 34.93 % 18.19 % 19.82 % 15.46 % - -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 2,398.99 2.02 % 42.61 % 21.45 % 21.8 % 15.89 % - -
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 4,191.21 1.9 % 30.31 % 15.75 % 16.12 % 12.72 % - -
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 99.39 0.87 % 7.12 % 5.69 % 4.56 % - - -
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 1,523.84 2.09 % 23.72 % 13.24 % 13.39 % 10.55 % - -
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 716.33 2.22 % 20.65 % 12.41 % 11.45 % 9.09 % - -
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 64.9 1.03 % 57.11 % 24.03 % 22.65 % 14.48 % - -
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 2,066.42 2.03 % 30.3 % - - - - -
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