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Fund Categories
- Equity: All
- Debt: All
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- Debt: Gilt Fund with 10 year constant duration
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- Retirement Fund
- ETFs
- Fund of Funds-Domestic-Debt
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- Fund of Funds-Domestic-Gold
- Fund of Funds-Domestic-Hybrid
- Fund of Funds-Overseas
- Index Fund
- Fund of Funds-Domestic-Gold and Silver
- Fund of Funds-Domestic-Silver
- Fund of Funds-Income Plus Arbitrage
Result as on 25-07-2025
| Scheme Name | Category | AUM (Crore) | TER | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | Since Launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 471.3 | 0.41 % | 5.42 % | 0.57 % | 1.71 % | 4.95 % | 9.01 % | 7.51 % | 5.61 % | 6.73 % | 7.39 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 718.83 | 0.55 % | 5.54 % | 0.61 % | 1.77 % | 5.11 % | 9.17 % | 7.38 % | 5.96 % | 7.48 % | 7.03 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 5,706.47 | 0.32 % | 3.89 % | 0.48 % | 1.51 % | 3.37 % | 7.01 % | 6.94 % | 5.53 % | 6.1 % | 6.9 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 367.63 | 1.15 % | 4.48 % | 0.55 % | 1.76 % | 4.05 % | 7.76 % | 6.88 % | 6.96 % | 5.98 % | 7.09 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 43.19 | 2.13 % | 4.42 % | 0.3 % | 1.17 % | 3.97 % | 7.18 % | 5.94 % | 3.98 % | 5.69 % | 7.27 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 1,396.44 | 0.29 % | 4.73 % | 0.6 % | 1.88 % | 4.28 % | 7.96 % | 7.28 % | 5.76 % | - | 6.21 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 661.6 | 0.16 % | 3.38 % | 0.43 % | 1.34 % | 2.89 % | 6.23 % | 6.34 % | 5.08 % | - | 5.1 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 213.99 | 0.89 % | 5.21 % | 0.55 % | 1.77 % | 4.71 % | 8.88 % | 7.49 % | 7.16 % | 6.34 % | 7.24 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 2,367.8 | 1.48 % | 3.81 % | 0.49 % | 1.53 % | 3.45 % | 6.57 % | 6.15 % | 4.78 % | 5.21 % | 5.48 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 914.79 | 2.28 % | -1.48 % | -1.0 % | 2.43 % | 3.5 % | -4.54 % | 17.39 % | 20.17 % | 13.82 % | 13.27 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,488.05 | 2.14 % | 3.95 % | 0.39 % | 5.72 % | 8.66 % | 2.87 % | 15.43 % | 19.74 % | 11.18 % | 14.95 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,394.52 | 2.16 % | 4.18 % | 0.42 % | 5.86 % | 8.92 % | 3.72 % | 17.02 % | 21.05 % | 13.39 % | 14.35 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,107.86 | 2.0 % | 3.78 % | 0.53 % | 6.24 % | 8.76 % | 5.25 % | - | - | - | 14.56 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,112.64 | 2.26 % | -0.15 % | -0.6 % | 5.2 % | 5.67 % | 0.02 % | 16.26 % | 19.15 % | 12.85 % | 15.1 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,892.55 | 1.8 % | -0.81 % | -0.24 % | 5.58 % | 7.11 % | 4.58 % | 21.72 % | 24.16 % | 15.2 % | 14.97 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,471.13 | 1.9 % | 1.61 % | -1.43 % | 2.88 % | 5.59 % | -0.36 % | 14.29 % | 16.74 % | 11.45 % | 17.2 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 12,818.1 | 1.73 % | -0.51 % | -0.34 % | 8.84 % | 9.43 % | 4.96 % | 25.65 % | 28.12 % | 14.56 % | 23.9 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,853.08 | 1.99 % | 1.6 % | 0.15 % | 7.34 % | 8.11 % | 2.51 % | 18.78 % | 22.37 % | 13.81 % | 15.56 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,604.71 | 2.09 % | 10.36 % | -1.55 % | 1.94 % | 15.44 % | 7.07 % | 21.44 % | 22.51 % | 13.46 % | 14.62 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 981.8 | 2.38 % | 1.7 % | -0.71 % | 8.92 % | 9.43 % | -1.22 % | 24.9 % | 28.14 % | 13.47 % | 11.95 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,438.89 | 1.94 % | 0.48 % | 0.64 % | 10.93 % | 9.06 % | 3.33 % | 23.25 % | 30.99 % | 13.56 % | 17.2 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,829.9 | 2.02 % | 1.42 % | -0.21 % | 6.76 % | 7.51 % | 8.17 % | - | - | - | 8.57 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,595.84 | 2.18 % | -0.75 % | -0.61 % | 4.07 % | 5.58 % | 1.63 % | 17.91 % | 19.9 % | 13.72 % | 12.63 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 0 | 0.0 % | - | - | - | - | - | - | - | - | 0.02 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,428.77 | 1.88 % | 7.51 % | -0.84 % | 7.15 % | 12.46 % | 12.46 % | 20.87 % | 25.5 % | - | 20.16 % |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 118 | 2.38 % | 9.75 % | 4.15 % | 14.35 % | 4.45 % | 17.48 % | 17.47 % | 13.25 % | 10.17 % | 7.3 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 6,428.51 | 1.79 % | 1.73 % | -0.44 % | 3.32 % | 6.7 % | 3.16 % | 14.37 % | 16.4 % | 11.37 % | 10.8 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 254.53 | 1.01 % | 3.78 % | 0.53 % | 1.38 % | 3.2 % | 6.66 % | 6.62 % | 4.87 % | - | 4.07 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 27.22 | 2.15 % | 3.09 % | 0.1 % | 0.29 % | 3.74 % | 5.12 % | 8.06 % | 8.43 % | 6.82 % | 7.3 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,596.76 | 2.06 % | 2.56 % | -0.31 % | 2.97 % | 5.96 % | 3.54 % | 12.19 % | 12.25 % | 9.13 % | 10.02 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,091.91 | 2.16 % | 3.96 % | -0.17 % | 2.95 % | 5.32 % | 6.44 % | 12.04 % | 11.43 % | 8.59 % | 8.37 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 2,688.25 | 1.86 % | 9.24 % | -0.31 % | 2.76 % | 10.32 % | 9.12 % | - | - | - | 14.19 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 110.05 | 1.08 % | 3.41 % | -1.0 % | 4.63 % | 7.8 % | -2.81 % | 17.85 % | 21.31 % | 11.04 % | 11.45 % |
Result as on 25-07-2025
| Scheme Name | Category | Launch Date | AUM (Crore) | TER | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|---|---|---|---|
| No data available in table | ||||||||||
Result as on 25-07-2025
| Scheme Name | Category | Launch Date | AUM (Crore) | YTD | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 5.42 % | 7.99 % | 6.84 % | 3.0 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 718.83 | 5.54 % | 7.98 % | 6.26 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 5,706.47 | 3.89 % | 7.3 % | 6.99 % | 4.82 % | 3.29 % | 4.15 % | 6.59 % | 6.43 % | 6.64 % | 7.61 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 367.63 | 4.48 % | 7.27 % | 6.48 % | 4.15 % | 10.87 % | 6.1 % | -3.85 % | 6.89 % | 6.69 % | 8.11 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 43.19 | 4.42 % | 6.2 % | 5.47 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 1,396.44 | 4.73 % | 7.51 % | 7.03 % | 4.63 % | 3.36 % | 5.19 % | 7.78 % | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 661.6 | 3.38 % | 6.59 % | 6.62 % | 4.57 % | 3.04 % | 3.32 % | - | - | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 213.99 | 5.21 % | 7.92 % | 6.86 % | 3.45 % | 10.19 % | 9.72 % | -3.5 % | 6.18 % | 5.64 % | 9.28 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 01-01-2013 | 2,367.8 | 3.81 % | 6.45 % | 6.1 % | 3.66 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % | 7.94 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 914.79 | -1.48 % | 15.7 % | 34.02 % | 1.28 % | 32.55 % | 20.24 % | 4.42 % | -5.23 % | 46.6 % | 7.25 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 1,488.05 | 3.95 % | 12.03 % | 23.31 % | 4.03 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,394.52 | 4.18 % | 15.77 % | 24.46 % | 4.34 % | 32.07 % | 18.89 % | 2.47 % | -9.19 % | 48.8 % | 6.19 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,107.86 | 3.78 % | 14.63 % | 24.1 % | - | - | - | - | - | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,112.64 | -0.15 % | 17.23 % | 24.37 % | -0.31 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % | 3.81 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,892.55 | -0.81 % | 25.09 % | 31.2 % | 2.16 % | 40.03 % | 16.85 % | 7.48 % | -9.08 % | 46.1 % | 10.29 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,471.13 | 1.61 % | 11.02 % | 21.15 % | 4.05 % | 26.13 % | 11.26 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 12,818.1 | -0.51 % | 32.01 % | 40.35 % | 4.84 % | 37.92 % | 12.29 % | -0.31 % | -15.41 % | 40.77 % | 11.33 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 01-01-2013 | 2,853.08 | 1.6 % | 19.48 % | 31.09 % | -1.57 % | 41.84 % | 13.44 % | 2.95 % | -8.67 % | 48.73 % | 6.41 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,604.71 | 10.36 % | 7.07 % | 31.12 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 981.8 | 1.7 % | 23.83 % | 41.66 % | 2.11 % | 49.5 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,438.89 | 0.48 % | 19.07 % | 45.29 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,829.9 | 1.42 % | - | - | - | - | - | - | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,595.84 | -0.75 % | 20.09 % | 30.25 % | 9.35 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 0 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,428.77 | 7.51 % | 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 | 9.75 % | 13.14 % | 30.14 % | -15.42 % | 18.49 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 6,428.51 | 1.73 % | 17.11 % | 16.8 % | 3.0 % | 26.43 % | 12.74 % | 6.67 % | 0.35 % | 25.23 % | 10.77 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 254.53 | 3.78 % | 7.13 % | 6.76 % | 3.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 27.22 | 3.09 % | 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 | 1,596.76 | 2.56 % | 12.64 % | 14.1 % | 5.74 % | 14.2 % | 22.87 % | 1.03 % | 3.23 % | 13.14 % | 4.54 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,091.91 | 3.96 % | 12.64 % | 15.33 % | 4.1 % | 12.06 % | 9.44 % | 6.53 % | 1.32 % | 14.99 % | 5.48 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 03-01-2024 | 2,688.25 | 9.24 % | - | - | - | - | - | - | - | - | - |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 110.05 | 3.41 % | 16.29 % | 29.01 % | 1.47 % | 32.4 % | 14.12 % | 2.37 % | -5.98 % | 29.46 % | 3.36 % |
Result as on 25-07-2025
| Scheme Name | Category | Launch Date | Absolute Returns | Annualized Returns | Value of 10000 investment |
|---|---|---|---|---|---|
| No data available in table | |||||
Result as on 25-07-2025
| Scheme Name | Category | Launch Date | AUM (Crore) | TER | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No data available in table | ||||||||||||
Result as on 25-07-2025
Result as on 25-07-2025
| Scheme Name | Category | Launch Date | AUM (Crore) | TER | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.41 % | 1,24,974 | 4,05,165 | 7,09,823 | 16,75,413 | 31,14,184 | 52,32,498 |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 718.83 | 0.55 % | 1,25,068 | 4,04,942 | 7,11,285 | 17,20,516 | 32,24,696 | 52,55,275 |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 5,706.47 | 0.32 % | 1,23,802 | 3,98,539 | 7,02,379 | 16,17,509 | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 367.63 | 1.15 % | 1,24,291 | 3,99,786 | 7,14,773 | 16,34,444 | - | - |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 43.19 | 2.13 % | 1,23,912 | 3,95,448 | 6,81,659 | 15,51,757 | 28,21,469 | 45,43,544 |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 1,396.44 | 0.29 % | 1,24,532 | 4,01,907 | 7,08,472 | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 661.6 | 0.16 % | 1,23,328 | 3,94,599 | 6,92,860 | - | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 213.99 | 0.89 % | 1,24,821 | 4,04,236 | 7,21,506 | 16,73,383 | - | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 01-01-2013 | 2,367.8 | 1.48 % | 1,23,688 | 3,94,935 | 6,89,709 | 15,43,401 | - | - |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 914.79 | 2.28 % | 1,18,981 | 4,39,303 | 8,76,282 | 26,80,820 | - | - |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 1,488.05 | 2.14 % | 1,24,423 | 4,38,451 | 8,61,432 | 23,66,428 | 51,40,600 | 98,58,500 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,394.52 | 2.16 % | 1,24,643 | 4,49,812 | 8,93,776 | 26,34,724 | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,107.86 | 2.0 % | 1,24,684 | - | - | - | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,112.64 | 2.26 % | 1,21,175 | 4,36,926 | 8,53,106 | 25,87,684 | - | - |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,892.55 | 1.8 % | 1,22,242 | 4,50,886 | 8,93,906 | 27,01,419 | 70,03,631 | - |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,471.13 | 1.9 % | 1,21,020 | 4,24,403 | - | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 12,818.1 | 1.73 % | 1,24,260 | 5,02,151 | 10,60,678 | 30,42,385 | 78,03,927 | 1,75,98,537 |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 01-01-2013 | 2,853.08 | 1.99 % | 1,23,863 | 4,61,349 | 9,24,535 | 27,25,140 | - | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,604.71 | 2.09 % | 1,26,604 | 4,61,620 | 9,38,434 | 27,40,193 | 58,62,510 | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 981.8 | 2.38 % | 1,23,938 | 4,83,682 | 10,34,755 | 30,08,022 | 60,37,326 | - |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,438.89 | 1.94 % | 1,25,247 | 4,76,209 | 10,19,639 | 30,22,925 | 75,90,246 | 1,56,86,963 |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,829.9 | 2.02 % | 1,24,273 | - | - | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,595.84 | 2.18 % | 1,21,413 | 4,52,756 | 9,10,010 | 25,47,010 | 60,35,587 | - |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,428.77 | 1.88 % | 1,27,843 | 4,78,055 | 9,80,051 | - | - | - |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 118 | 2.38 % | 1,31,480 | 4,61,833 | 8,31,824 | 22,16,941 | 38,44,625 | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 6,428.51 | 1.79 % | 1,22,630 | 4,33,633 | 8,29,393 | 22,97,393 | - | - |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 254.53 | 1.01 % | 1,23,626 | 3,97,188 | 6,94,866 | - | - | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 27.22 | 2.15 % | 1,22,580 | 4,01,185 | 7,25,126 | 17,16,450 | 32,43,116 | - |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 01-01-2013 | 1,596.76 | 2.06 % | 1,22,812 | 4,21,118 | 7,83,038 | 20,57,646 | - | - |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,091.91 | 2.16 % | 1,23,844 | 4,24,715 | 7,84,078 | 19,55,765 | - | - |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 03-01-2024 | 2,688.25 | 1.86 % | 1,26,295 | - | - | - | - | - |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 110.05 | 1.08 % | 1,21,773 | 4,53,290 | 8,97,616 | 25,00,808 | - | - |
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