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| Scheme Name | Category | AUM (Crore) | Expense Ratio | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | Since Launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Rural and Consumption Fund Regular Plan - Growth | Equity: Thematic-Consumption | 1,206.08 | 2.29 % | 8.38 % | 9.36 % | 19.64 % | 10.07 % | 14.64 % | 17.23 % | 9.51 % | 15.74 % | 11.96 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 2,199.5 | 2.22 % | 1.11 % | 10.37 % | 14.19 % | 4.04 % | 11.69 % | 25.03 % | - | - | 21.35 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 599.6 | 2.58 % | -0.6 % | 10.09 % | 10.47 % | 1.52 % | 11.16 % | 19.84 % | 10.6 % | 11.72 % | 10.15 % |
| Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Equity: ELSS | 930.44 | 2.4 % | 2.69 % | 8.84 % | 13.67 % | 1.53 % | 10.61 % | 19.82 % | 12.33 % | 16.69 % | 14.24 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 7,156.09 | 1.87 % | 3.58 % | 12.19 % | 17.8 % | 6.07 % | 10.59 % | 20.09 % | 9.74 % | 17.23 % | 23.91 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 1,832.6 | 2.2 % | -1.19 % | 10.14 % | 14.47 % | 0.14 % | 10.56 % | 21.58 % | 13.44 % | 17.26 % | 15.67 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,803.52 | 2.14 % | 2.76 % | 9.85 % | 14.43 % | 4.08 % | 9.97 % | 17.34 % | 9.55 % | 13.66 % | 15.19 % |
| Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 31.95 | 2.16 % | 0.54 % | 2.64 % | 3.51 % | 0.64 % | 8.93 % | 8.24 % | 5.41 % | 7.91 % | 7.22 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 59.19 | 0.95 % | 1.69 % | 9.36 % | 12.5 % | 1.69 % | 7.81 % | 18.89 % | 10.52 % | 11.74 % | 11.01 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 385.61 | 2.36 % | 2.15 % | 3.58 % | 5.79 % | 1.55 % | 7.58 % | 12.51 % | 9.09 % | 8.26 % | 8.4 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 5,013.36 | 1.94 % | -2.08 % | 10.21 % | 13.95 % | 0.66 % | 7.57 % | 20.88 % | 18.54 % | 19.03 % | 14.33 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 1,953.04 | 2.13 % | -4.8 % | 9.02 % | 14.33 % | -0.31 % | 6.97 % | 27.2 % | 9.69 % | 17.16 % | 16.46 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,062.4 | 1.96 % | 0.8 % | 9.52 % | 12.02 % | 1.36 % | 6.33 % | - | - | - | 24.37 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 568.45 | 2.71 % | 7.21 % | 11.25 % | 17.03 % | 2.63 % | 6.14 % | 13.48 % | 10.3 % | 13.57 % | 13.65 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,607.25 | 2.11 % | 2.91 % | 6.45 % | 8.62 % | 3.2 % | 5.85 % | 8.58 % | 6.2 % | 9.68 % | 8.51 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 711.01 | 2.57 % | -2.16 % | 10.06 % | 12.72 % | -1.75 % | 4.84 % | 20.61 % | 13.72 % | 14.78 % | 15.25 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 306.11 | 2.83 % | -0.49 % | 7.69 % | 8.56 % | 0.24 % | 4.2 % | 19.99 % | 13.33 % | 14.32 % | 12.81 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 2,539.03 | 0.28 % | 2.5 % | 0.41 % | 1.2 % | 2.06 % | 3.73 % | 3.83 % | 3.23 % | 0.92 % | 3.63 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 39.28 | 0.33 % | 2.37 % | 0.42 % | 1.16 % | 2.01 % | 3.63 % | 4.49 % | - | - | 5.38 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 573.72 | 0.21 % | 2.4 % | 0.41 % | 1.12 % | 1.98 % | 3.59 % | 3.56 % | - | - | 4.02 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 477.13 | 0.98 % | 2.03 % | 0.38 % | 1.0 % | 1.6 % | 3.19 % | 4.31 % | 1.47 % | 4.96 % | 6.04 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 209.97 | 0.93 % | 1.36 % | 0.48 % | 1.07 % | 0.98 % | 2.93 % | 5.65 % | 3.97 % | 6.34 % | 6.87 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,063.1 | 1.43 % | 1.79 % | 0.32 % | 0.97 % | 1.49 % | 2.79 % | 3.54 % | 3.66 % | 6.17 % | 5.34 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 1,035.28 | 0.54 % | 1.62 % | 0.38 % | 1.2 % | 1.2 % | 2.62 % | 6.47 % | 6.46 % | 7.53 % | 6.97 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 62.9 | 1.02 % | 1.65 % | 0.18 % | 0.63 % | 1.31 % | 2.22 % | 2.45 % | 2.24 % | - | 2.88 % |
| Sundaram Banking and PSU Debt Fund Regular Plan - Growth | Debt: Banking and PSU | 795.61 | 0.4 % | 1.22 % | 0.63 % | 1.44 % | 0.75 % | 2.2 % | 4.99 % | 5.73 % | 7.17 % | 7.38 % |
| Sundaram Banking and PSU Debt Fund Retail Plan - Growth | Debt: Banking and PSU | 795.61 | 0.36 % | 1.19 % | 0.63 % | 1.44 % | 0.72 % | 2.17 % | 4.98 % | 5.73 % | 6.63 % | 6.74 % |
| Sundaram Medium Term Bond Fund Regular Plan - Growth | Debt: Medium Duration | 50.38 | 2.15 % | -0.44 % | 0.89 % | 1.3 % | -0.59 % | 0.42 % | 3.15 % | 4.18 % | 6.31 % | 7.44 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 209.97 | 0.93 % | - | 0.48 % | 1.07 % | 0.98 % | - | - | - | - | 1.33 % |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 477.13 | 0.98 % | - | 0.38 % | 1.0 % | 1.6 % | - | - | - | - | 2.0 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 2,539.03 | 0.28 % | - | 0.41 % | 1.2 % | 2.06 % | - | - | - | - | 2.49 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 3,026.36 | 2.03 % | - | 7.63 % | 9.91 % | 1.82 % | - | - | - | - | -0.57 % |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 121.47 | 2.3 % | -11.28 % | 7.22 % | 7.75 % | -7.22 % | -10.03 % | 12.64 % | 8.37 % | 5.94 % | 5.71 % |
| 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 Rural and Consumption Fund Regular Plan - Growth | Equity: Thematic-Consumption | 12-05-2006 | 1,206.08 | 8.38 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % | 6.31 % | 47.37 % | -0.64 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 2,199.5 | 1.11 % | 44.74 % | 15.41 % | 21.72 % | - | - | - | - | - | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 599.6 | -0.6 % | 49.5 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % | 4.8 % | 57.63 % | -15.83 % |
| Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Equity: ELSS | 02-01-2013 | 930.44 | 2.69 % | 32.07 % | 18.89 % | 2.47 % | -9.19 % | 48.8 % | 6.19 % | 2.7 % | 49.45 % | 8.55 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 7,156.09 | 3.58 % | 37.49 % | 11.79 % | -0.3 % | -15.41 % | 40.77 % | 11.33 % | 11.15 % | 75.03 % | 4.64 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 02-01-2013 | 1,832.6 | -1.19 % | 46.28 % | 15.01 % | 3.94 % | -8.67 % | 48.73 % | 6.41 % | 2.76 % | 49.36 % | 8.31 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 1,803.52 | 2.76 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % | 3.12 % | 45.72 % | 1.39 % |
| Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 31.95 | 0.54 % | 14.49 % | 7.34 % | 0.92 % | -1.16 % | 12.11 % | 9.94 % | 8.68 % | 21.55 % | 0.04 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 59.19 | 1.69 % | 32.19 % | 14.13 % | 2.8 % | -3.37 % | 28.89 % | 3.36 % | -3.88 % | 31.15 % | 7.71 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 15-01-2013 | 385.61 | 2.15 % | 18.18 % | 14.64 % | 5.1 % | 1.58 % | 14.99 % | 5.48 % | 3.55 % | 12.8 % | 1.24 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 5,013.36 | -2.08 % | 47.25 % | 8.42 % | 15.52 % | 11.29 % | 45.95 % | 9.68 % | 3.46 % | 58.47 % | -3.0 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 1,953.04 | -4.8 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % | 7.79 % | 108.74 % | -5.02 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 01-10-2020 | 3,062.4 | 0.8 % | 27.48 % | - | - | - | - | - | - | - | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 568.45 | 7.21 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % | -8.96 % | 58.02 % | -12.37 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 02-01-2013 | 1,607.25 | 2.91 % | 10.87 % | 10.02 % | 1.03 % | 3.23 % | 13.14 % | 4.54 % | 3.4 % | 34.11 % | 5.41 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 711.01 | -2.16 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % | 3.81 % | 0.57 % | 43.43 % | 3.03 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 05-02-2013 | 306.11 | -0.49 % | 32.55 % | 20.24 % | 4.42 % | -5.23 % | 46.6 % | 7.25 % | -3.39 % | 44.93 % | -5.3 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 2,539.03 | 2.5 % | 3.18 % | 3.77 % | 6.17 % | -1.81 % | 6.75 % | 7.68 % | 8.43 % | 9.07 % | -31.77 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 39.28 | 2.37 % | 3.36 % | 5.19 % | 7.78 % | - | - | - | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 573.72 | 2.4 % | 3.04 % | 3.32 % | - | - | - | - | - | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 05-01-2013 | 477.13 | 2.03 % | 3.38 % | 6.02 % | -11.57 % | 6.41 % | 7.31 % | 8.64 % | 8.18 % | 8.39 % | 8.98 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 209.97 | 1.36 % | 3.21 % | 10.31 % | -1.67 % | 6.02 % | 5.74 % | 9.57 % | 8.08 % | 9.87 % | 7.83 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 05-01-2013 | 1,063.1 | 1.79 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % | 7.94 % | 8.82 % | 9.44 % | 9.78 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 1,035.28 | 1.62 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % | 8.66 % | 14.92 % | -0.25 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 62.9 | 1.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % | - | - | - | - |
| Sundaram Banking and PSU Debt Fund Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 795.61 | 1.22 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % | 8.47 % | 9.35 % | 8.51 % |
| Sundaram Banking and PSU Debt Fund Retail Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 795.61 | 1.19 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 6.56 % | 7.07 % | 7.83 % | 7.83 % |
| Sundaram Medium Term Bond Fund Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 50.38 | -0.44 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % | 5.1 % | 13.1 % | 4.03 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 01-01-2013 | 209.97 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 02-01-2013 | 477.13 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 01-01-2013 | 2,539.03 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 02-01-2013 | 3,026.36 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 24-08-2007 | 121.47 | -11.28 % | 18.49 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % | -14.18 % | -3.57 % | 9.11 % |
| 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 |
|---|
