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| 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 | 880.34 | 2.39 % | 11.85 % | 8.08 % | 9.82 % | 27.89 % | 58.33 % | 29.38 % | 20.66 % | 16.95 % | 12.09 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 10,269.46 | 1.76 % | 6.12 % | 5.47 % | 4.35 % | 21.26 % | 51.26 % | 26.05 % | 19.02 % | 18.75 % | 24.23 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 2,958.23 | 1.95 % | 3.78 % | 7.89 % | 3.17 % | 15.3 % | 50.92 % | 28.43 % | 21.96 % | 20.03 % | 17.56 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 72.32 | 1.03 % | 9.08 % | 4.06 % | 7.68 % | 25.58 % | 47.23 % | 20.46 % | 16.2 % | 12.56 % | 11.62 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 820.1 | 2.29 % | 5.77 % | 4.0 % | 4.21 % | 21.57 % | 43.25 % | 21.07 % | 18.02 % | 16.31 % | 13.76 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,194.7 | 1.83 % | 3.86 % | 4.47 % | 4.18 % | 20.73 % | 40.85 % | 22.2 % | 18.86 % | 19.2 % | 14.97 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,374.04 | 2.01 % | 3.33 % | 4.74 % | 2.8 % | 16.47 % | 38.43 % | 21.17 % | 16.23 % | 16.22 % | 15.67 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,365.69 | 2.22 % | 0.21 % | 4.63 % | 0.62 % | 7.65 % | 35.18 % | 19.65 % | 14.29 % | 16.3 % | 12.49 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,244.39 | 2.2 % | 5.04 % | 3.73 % | 5.75 % | 15.27 % | 34.84 % | 20.3 % | 16.08 % | 16.06 % | 14.48 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,171.3 | 2.17 % | 0.84 % | 3.36 % | 2.16 % | 13.3 % | 34.7 % | 20.8 % | 16.51 % | 15.94 % | 14.72 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,033.49 | 2.22 % | 4.73 % | 4.46 % | 5.23 % | 15.77 % | 34.12 % | 17.77 % | 17.34 % | 15.14 % | 15.52 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 3,284.11 | 1.89 % | 1.63 % | 3.41 % | 2.72 % | 11.37 % | 33.09 % | 22.57 % | 20.61 % | - | 20.43 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,104.6 | 2.0 % | 1.67 % | 2.78 % | 2.84 % | 11.86 % | 30.19 % | - | - | - | 15.64 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,420.81 | 1.92 % | 2.6 % | 1.29 % | 2.83 % | 13.36 % | 29.47 % | 16.46 % | 14.22 % | 13.5 % | 17.78 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,595.49 | 2.17 % | 1.12 % | 1.83 % | 2.32 % | 11.29 % | 27.8 % | 17.64 % | 13.46 % | 13.99 % | 15.16 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 4,436.03 | 1.9 % | 4.61 % | 2.2 % | 3.84 % | 12.64 % | 26.37 % | 15.37 % | 12.97 % | 12.36 % | 10.8 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 773.21 | 2.21 % | 3.82 % | 2.39 % | 3.78 % | 8.83 % | 20.36 % | 11.26 % | 9.68 % | 8.56 % | 8.27 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,525.77 | 2.09 % | 2.82 % | 1.03 % | 2.35 % | 9.9 % | 19.8 % | 11.65 % | 11.53 % | 10.45 % | 10.06 % |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 120.25 | 2.3 % | 3.92 % | -2.16 % | 5.3 % | 14.54 % | 18.41 % | 6.69 % | 11.59 % | 7.15 % | 6.73 % |
| Sundaram Conservative Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 30.51 | 2.16 % | 1.33 % | -0.31 % | 1.04 % | 5.46 % | 9.7 % | 8.68 % | 6.6 % | 8.25 % | 7.26 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 102.45 | 0.87 % | 2.43 % | 0.74 % | 1.79 % | 3.65 % | 7.25 % | 4.8 % | 3.97 % | - | 3.66 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 135.77 | 0.34 % | 2.36 % | 0.73 % | 1.95 % | 3.74 % | 7.23 % | 5.47 % | 5.58 % | - | 5.85 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 3,629.64 | 0.27 % | 2.27 % | 0.7 % | 1.88 % | 3.69 % | 7.21 % | - | - | - | 6.14 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 3,629.64 | 0.27 % | 2.27 % | 0.7 % | 1.88 % | 3.69 % | 7.21 % | 5.48 % | 5.17 % | 6.34 % | 6.89 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 843.35 | 0.18 % | 1.97 % | 0.55 % | 1.62 % | 3.32 % | 6.7 % | 5.11 % | 4.71 % | - | 4.81 % |
| Sundaram Banking and PSU Fund Retail Plan - Growth | Debt: Banking and PSU | 346.39 | 0.36 % | 2.04 % | 0.4 % | 1.69 % | 3.62 % | 6.64 % | 4.62 % | 5.85 % | 6.37 % | 6.71 % |
| Sundaram Banking and PSU Fund Regular Plan - Growth | Debt: Banking and PSU | 346.39 | 0.41 % | 2.04 % | 0.41 % | 1.69 % | 3.62 % | 6.64 % | 4.64 % | 5.86 % | 6.74 % | 7.28 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 392.97 | 0.99 % | 2.17 % | 0.66 % | 1.79 % | 3.45 % | 6.58 % | 7.59 % | 4.63 % | 6.12 % | 7.06 % |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 392.97 | 0.99 % | 2.17 % | 0.66 % | 1.79 % | 3.45 % | 6.58 % | - | - | - | 5.58 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 239.48 | 0.85 % | 1.95 % | 0.32 % | 1.6 % | 3.6 % | 6.46 % | - | - | - | 5.34 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 239.48 | 0.85 % | 1.95 % | 0.32 % | 1.6 % | 3.6 % | 6.45 % | 7.35 % | 5.14 % | 6.41 % | 7.15 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 759.47 | 0.55 % | 2.0 % | 0.37 % | 1.64 % | 3.61 % | 6.22 % | 4.97 % | 6.88 % | 8.04 % | 6.9 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,719.27 | 1.48 % | 2.05 % | 0.65 % | 1.69 % | 3.2 % | 6.21 % | 4.57 % | 4.57 % | 5.56 % | 5.41 % |
| Sundaram Medium Duration Fund Regular Plan - Growth | Debt: Medium Duration | 44.1 | 2.16 % | 1.26 % | 0.02 % | 1.04 % | 3.09 % | 4.58 % | 3.1 % | 4.22 % | 6.04 % | 7.26 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 2,070.37 | 1.95 % | - | 3.98 % | - | - | - | - | - | - | 5.69 % |
| 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 | 880.34 | 11.85 % | 41.66 % | 2.11 % | 49.5 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % | 4.8 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 10,269.46 | 6.12 % | 40.35 % | 4.84 % | 37.92 % | 12.29 % | -0.31 % | -15.41 % | 40.77 % | 11.33 % | 11.15 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 2,958.23 | 3.78 % | 45.29 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % | 7.79 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 72.32 | 9.08 % | 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 | 820.1 | 5.77 % | 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 | 6,194.7 | 3.86 % | 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 | 2,374.04 | 3.33 % | 31.09 % | -1.57 % | 41.84 % | 13.44 % | 2.95 % | -8.67 % | 48.73 % | 6.41 % | 2.76 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,365.69 | 0.21 % | 30.25 % | 9.35 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % | 6.31 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 05-01-2013 | 1,244.39 | 5.04 % | 24.46 % | 4.34 % | 32.07 % | 18.89 % | 2.47 % | -9.19 % | 48.8 % | 6.19 % | 2.7 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,171.3 | 0.84 % | 31.12 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % | -8.96 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,033.49 | 4.73 % | 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 | 3,284.11 | 1.63 % | 28.05 % | 3.15 % | 44.74 % | 15.41 % | 21.72 % | - | - | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,104.6 | 1.67 % | 24.1 % | - | - | - | - | - | - | - | - |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,420.81 | 2.6 % | 21.15 % | 4.05 % | 26.13 % | 11.26 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % | -2.49 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 1,595.49 | 1.12 % | 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 | 4,436.03 | 4.61 % | 16.8 % | 3.0 % | 26.43 % | 12.74 % | 6.67 % | 0.35 % | 25.23 % | 10.77 % | -1.09 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 773.21 | 3.82 % | 15.33 % | 4.1 % | 12.06 % | 9.44 % | 6.53 % | 1.32 % | 14.99 % | 5.48 % | 3.55 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 02-01-2013 | 1,525.77 | 2.82 % | 14.1 % | 5.74 % | 14.2 % | 22.87 % | 1.03 % | 3.23 % | 13.14 % | 4.54 % | 3.39 % |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 24-08-2007 | 120.25 | 3.92 % | 30.14 % | -15.42 % | 18.49 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % | -14.18 % |
| Sundaram Conservative Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 30.51 | 1.33 % | 9.19 % | 2.77 % | 14.49 % | 7.34 % | 0.92 % | -1.16 % | 12.11 % | 9.94 % | 8.68 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 102.45 | 2.43 % | 6.76 % | 3.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 135.77 | 2.36 % | 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 | 3,629.64 | 2.27 % | 6.99 % | - | - | - | - | - | - | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 10-01-2013 | 3,629.64 | 2.27 % | 6.99 % | 4.82 % | 3.29 % | 4.15 % | 6.59 % | 6.43 % | 6.64 % | 7.61 % | 8.35 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 843.35 | 1.97 % | 6.62 % | 4.57 % | 3.04 % | 3.32 % | - | - | - | - | - |
| Sundaram Banking and PSU Fund Retail Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 346.39 | 2.04 % | 6.84 % | 2.97 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 6.56 % | 7.07 % |
| Sundaram Banking and PSU Fund Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 346.39 | 2.04 % | 6.84 % | 3.0 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % | 8.47 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 05-01-2013 | 392.97 | 2.17 % | 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 | 392.97 | 2.17 % | 6.48 % | - | - | - | - | - | - | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 01-01-2013 | 239.48 | 1.95 % | 6.86 % | - | - | - | - | - | - | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 05-01-2013 | 239.48 | 1.95 % | 6.86 % | 3.45 % | 10.19 % | 9.72 % | -3.5 % | 6.18 % | 5.64 % | 9.28 % | 7.47 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 759.47 | 2.0 % | 6.26 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % | 8.66 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 05-01-2013 | 1,719.27 | 2.05 % | 6.1 % | 3.66 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % | 7.94 % | 8.82 % |
| Sundaram Medium Duration Fund Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 44.1 | 1.26 % | 5.47 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % | 5.1 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 25-01-2024 | 2,070.37 | - | - | - | - | - | - | - | - | - | - |
| 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 | 1,595.49 | 2.17 % | 19.28 % | 15.86 % | 17.75 % | 13.01 % | 12.81 % | - |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 120.25 | 2.3 % | 16.13 % | 12.99 % | 12.52 % | 10.19 % | 8.55 % | - |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,194.7 | 1.83 % | 29.21 % | 18.53 % | 20.58 % | 16.13 % | 16.74 % | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,171.3 | 2.17 % | 24.89 % | 22.35 % | 20.96 % | 15.66 % | 14.26 % | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 880.34 | 2.39 % | 55.94 % | 31.74 % | 29.58 % | 18.08 % | 14.34 % | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,365.69 | 2.22 % | 21.7 % | 19.36 % | 18.85 % | 14.45 % | 14.64 % | - |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 2,958.23 | 1.95 % | 35.94 % | 27.05 % | 30.01 % | 17.95 % | 17.58 % | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 10,269.46 | 1.76 % | 42.14 % | 27.53 % | 26.15 % | 17.0 % | 17.48 % | 18.18 % |
| Sundaram Conservative Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 30.51 | 2.16 % | 7.74 % | 7.58 % | 8.2 % | 6.98 % | - | - |
| Sundaram Medium Duration Fund Regular Plan - Growth | Debt: Medium Duration | 44.1 | 2.16 % | 4.47 % | 3.89 % | 3.59 % | 4.74 % | 5.64 % | 2.13 % |
| Sundaram Banking and PSU Fund Regular Plan - Growth | Debt: Banking and PSU | 346.39 | 0.41 % | 6.62 % | 5.7 % | 5.25 % | 6.1 % | 6.79 % | - |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 759.47 | 0.55 % | 6.47 % | 5.56 % | 5.68 % | 6.8 % | 7.14 % | - |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 3,284.11 | 1.89 % | 23.83 % | 18.95 % | 22.64 % | - | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 135.77 | 0.34 % | 7.48 % | 6.44 % | 5.66 % | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 843.35 | 0.18 % | 6.71 % | 5.97 % | 5.1 % | - | - | - |
| Sundaram Banking and PSU Fund Retail Plan - Growth | Debt: Banking and PSU | 346.39 | 0.36 % | 6.61 % | 5.69 % | 5.24 % | 5.98 % | 6.43 % | - |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,420.81 | 1.92 % | 22.45 % | 15.86 % | - | - | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 3,629.64 | 0.27 % | 7.42 % | 6.85 % | 6.85 % | 6.85 % | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 3,629.64 | 0.27 % | 7.42 % | 6.43 % | 5.54 % | 5.74 % | - | - |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 392.97 | 0.99 % | 6.84 % | 6.31 % | 6.31 % | 6.31 % | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 392.97 | 0.99 % | 6.84 % | 6.67 % | 6.73 % | 5.77 % | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 239.48 | 0.85 % | 6.36 % | 6.24 % | 6.24 % | 6.24 % | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 239.48 | 0.85 % | 6.36 % | 6.37 % | 6.85 % | 5.99 % | - | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,719.27 | 1.48 % | 6.43 % | 5.48 % | 4.73 % | 4.76 % | - | - |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 820.1 | 2.29 % | 38.43 % | 23.12 % | 22.77 % | 16.96 % | - | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,244.39 | 2.2 % | 28.29 % | 19.08 % | 20.72 % | 15.41 % | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,033.49 | 2.22 % | 27.25 % | 17.69 % | 19.59 % | 15.44 % | - | - |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,374.04 | 2.01 % | 30.68 % | 19.76 % | 21.26 % | 15.64 % | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 4,436.03 | 1.9 % | 22.87 % | 14.58 % | 15.65 % | 12.54 % | - | - |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 102.45 | 0.87 % | 7.51 % | 6.02 % | 4.81 % | - | - | - |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,525.77 | 2.09 % | 16.94 % | 12.07 % | 12.74 % | 10.3 % | - | - |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 773.21 | 2.21 % | 16.87 % | 12.15 % | 11.4 % | 9.12 % | - | - |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 72.32 | 1.03 % | 44.65 % | 22.96 % | 22.34 % | 14.48 % | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,104.6 | 2.0 % | 21.52 % | - | - | - | - | - |
