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| Scheme Name | Category | AUM (Crore) | TER | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | Since Launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 123 | 2.38 % | 13.47 % | 2.33 % | 8.59 % | 9.4 % | 22.82 % | 18.79 % | 13.05 % | 11.28 % | 7.45 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 2,670.41 | 1.86 % | 11.79 % | 2.89 % | 2.43 % | 12.64 % | 9.1 % | - | - | - | 14.62 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 806.21 | 0.55 % | 5.81 % | 0.17 % | 0.81 % | 4.63 % | 8.18 % | 7.22 % | 5.97 % | 7.36 % | 7.0 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 470.37 | 0.0 % | 5.76 % | 0.23 % | 0.84 % | 4.55 % | 8.14 % | 7.32 % | 5.59 % | 6.66 % | 7.36 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 203.97 | 0.89 % | 5.52 % | 0.25 % | 0.88 % | 4.24 % | 8.07 % | 7.28 % | 7.21 % | 6.27 % | 7.22 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 2,368.55 | 0.29 % | 5.42 % | 0.45 % | 1.44 % | 4.07 % | 7.74 % | 7.26 % | 5.8 % | - | 6.19 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 544.59 | 0.0 % | 5.09 % | 0.41 % | 1.29 % | 3.82 % | 7.47 % | 6.83 % | 7.01 % | 5.95 % | 7.07 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 7,553.93 | 0.0 % | 4.58 % | 0.46 % | 1.38 % | 3.22 % | 6.81 % | 6.94 % | 5.59 % | 6.07 % | 6.89 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 2,195.56 | 0.0 % | 4.37 % | 0.37 % | 1.18 % | 3.25 % | 6.35 % | 6.14 % | 4.83 % | 5.16 % | 5.47 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 304.86 | 1.0 % | 4.32 % | 0.39 % | 1.23 % | 2.9 % | 6.21 % | 6.64 % | 4.95 % | - | 4.07 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 42.85 | 1.83 % | 4.41 % | 0.13 % | 0.31 % | 3.36 % | 6.15 % | 5.6 % | 4.04 % | 5.56 % | 7.23 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 303.32 | 0.16 % | 4.04 % | 0.44 % | 1.31 % | 2.82 % | 6.08 % | 6.35 % | 5.14 % | - | 5.11 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,330.68 | 1.88 % | 6.79 % | 2.54 % | -0.99 % | 15.53 % | 5.77 % | 17.24 % | 24.69 % | - | 19.65 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,139.24 | 2.15 % | 4.32 % | 0.92 % | 0.41 % | 6.84 % | 4.26 % | 10.8 % | 11.34 % | 8.64 % | 8.33 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,783.29 | 2.02 % | 2.67 % | 3.81 % | 1.31 % | 14.57 % | 3.38 % | - | - | - | 8.73 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 21.08 | 1.85 % | 2.3 % | 0.14 % | -0.7 % | 3.57 % | 2.86 % | 6.81 % | 8.29 % | 6.75 % | 7.18 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,658 | 2.06 % | 2.61 % | 1.27 % | -0.11 % | 8.57 % | 1.27 % | 9.77 % | 12.0 % | 9.39 % | 9.94 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,362.83 | 2.18 % | 4.33 % | 1.74 % | 0.85 % | 13.92 % | 0.68 % | 14.01 % | 20.48 % | 14.44 % | 14.29 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,068.68 | 2.01 % | 3.79 % | 1.73 % | 0.84 % | 13.91 % | 0.59 % | 13.93 % | - | - | 13.9 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 6,664.32 | 1.8 % | 1.75 % | 1.53 % | -0.27 % | 10.37 % | 0.45 % | 11.74 % | 15.94 % | 11.98 % | 10.75 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 12,501.45 | 1.75 % | 1.06 % | 2.99 % | 0.86 % | 20.1 % | 0.39 % | 21.75 % | 26.8 % | 15.47 % | 23.84 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,810.61 | 1.99 % | 3.19 % | 3.13 % | 1.71 % | 16.44 % | 0.34 % | 15.92 % | 22.02 % | 15.02 % | 15.55 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,459.76 | 2.11 % | 5.89 % | -0.73 % | -6.82 % | 10.1 % | 0.01 % | 16.27 % | 21.98 % | 14.18 % | 14.23 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 0 | 2.16 % | - | 0.14 % | - | - | - | - | - | - | 0.23 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,461.66 | 2.2 % | 3.76 % | 1.49 % | 0.62 % | 13.29 % | -0.18 % | 12.15 % | 18.81 % | 12.11 % | 14.83 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,599.23 | 2.18 % | 3.29 % | 6.07 % | 3.9 % | 17.37 % | -0.42 % | 16.47 % | 20.04 % | 15.04 % | 12.77 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,650.98 | 1.81 % | -0.09 % | 2.65 % | 0.45 % | 15.15 % | -1.43 % | 14.4 % | 20.55 % | 15.01 % | 14.28 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 935.71 | 2.4 % | 1.18 % | 0.81 % | -1.16 % | 17.02 % | -2.77 % | 19.87 % | 26.94 % | 14.39 % | 11.84 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,282.99 | 1.95 % | 0.36 % | 3.79 % | -0.45 % | 20.57 % | -2.77 % | 19.31 % | 28.24 % | 14.7 % | 17.08 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,304.99 | 1.91 % | 1.6 % | 1.66 % | -0.83 % | 9.46 % | -3.04 % | 11.55 % | 16.28 % | 12.35 % | 17.1 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,075.82 | 2.27 % | -0.14 % | 2.25 % | 0.71 % | 9.39 % | -3.7 % | 12.79 % | 18.7 % | 13.63 % | 15.0 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 108.37 | 1.08 % | 5.52 % | 4.04 % | 0.41 % | 14.85 % | -3.79 % | 15.5 % | 20.89 % | 12.27 % | 11.47 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 878.93 | 2.3 % | -0.72 % | 2.58 % | -0.75 % | 10.25 % | -5.92 % | 15.61 % | 19.75 % | 14.87 % | 13.23 % |
| 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 Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 123 | 13.47 % | 13.14 % | 30.14 % | -15.42 % | 18.49 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 03-01-2024 | 2,670.41 | 11.79 % | - | - | - | - | - | - | - | - | - |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 806.21 | 5.81 % | 7.98 % | 6.26 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 470.37 | 5.76 % | 7.99 % | 6.84 % | 3.0 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 203.97 | 5.52 % | 7.92 % | 6.86 % | 3.45 % | 10.19 % | 9.72 % | -3.5 % | 6.18 % | 5.64 % | 9.28 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 2,368.55 | 5.42 % | 7.51 % | 7.03 % | 4.63 % | 3.36 % | 5.19 % | 7.78 % | - | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 544.59 | 5.09 % | 7.27 % | 6.48 % | 4.15 % | 10.87 % | 6.1 % | -3.85 % | 6.89 % | 6.69 % | 8.11 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 7,553.93 | 4.58 % | 7.3 % | 6.99 % | 4.82 % | 3.29 % | 4.15 % | 6.59 % | 6.43 % | 6.64 % | 7.61 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 01-01-2013 | 2,195.56 | 4.37 % | 6.45 % | 6.1 % | 3.66 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % | 7.94 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 304.86 | 4.32 % | 7.13 % | 6.76 % | 3.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % | - |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 42.85 | 4.41 % | 6.2 % | 5.47 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 303.32 | 4.04 % | 6.59 % | 6.62 % | 4.57 % | 3.04 % | 3.32 % | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,330.68 | 6.79 % | 17.87 % | 28.05 % | 3.15 % | 44.74 % | 15.41 % | 21.72 % | - | - | - |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,139.24 | 4.32 % | 12.64 % | 15.33 % | 4.1 % | 12.06 % | 9.44 % | 6.53 % | 1.32 % | 14.99 % | 5.48 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,783.29 | 2.67 % | - | - | - | - | - | - | - | - | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 21.08 | 2.3 % | 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 | 1,658 | 2.61 % | 12.64 % | 14.1 % | 5.74 % | 14.2 % | 22.87 % | 1.03 % | 3.23 % | 13.14 % | 4.54 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,362.83 | 4.33 % | 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 | 2,068.68 | 3.79 % | 14.63 % | 24.1 % | - | - | - | - | - | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 6,664.32 | 1.75 % | 17.11 % | 16.8 % | 3.0 % | 26.43 % | 12.74 % | 6.67 % | 0.35 % | 25.23 % | 10.77 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 12,501.45 | 1.06 % | 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 | 2,810.61 | 3.19 % | 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 | 1,459.76 | 5.89 % | 7.07 % | 31.12 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 0 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 1,461.66 | 3.76 % | 12.03 % | 23.31 % | 4.03 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,599.23 | 3.29 % | 20.09 % | 30.25 % | 9.35 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,650.98 | -0.09 % | 21.07 % | 26.85 % | -1.33 % | 40.03 % | 16.85 % | 7.48 % | -9.08 % | 46.1 % | 10.29 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 935.71 | 1.18 % | 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 | 3,282.99 | 0.36 % | 19.07 % | 45.29 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,304.99 | 1.6 % | 11.02 % | 21.15 % | 4.05 % | 26.13 % | 11.26 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,075.82 | -0.14 % | 17.23 % | 24.37 % | -0.31 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % | 3.81 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 108.37 | 5.52 % | 16.29 % | 29.01 % | 1.47 % | 32.4 % | 14.12 % | 2.37 % | -5.98 % | 29.46 % | 3.36 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 878.93 | -0.72 % | 15.7 % | 34.02 % | 1.28 % | 32.55 % | 20.24 % | 4.42 % | -5.23 % | 46.6 % | 7.25 % |
| 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 Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 43.3 | 1.83 % | 5.42 % | 6.05 % | 5.03 % | 4.96 % | 5.69 % | 5.95 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 471.16 | 0.0 % | 7.51 % | 7.85 % | 6.74 % | 6.49 % | 6.93 % | 7.21 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 798.01 | 0.55 % | 7.51 % | 7.77 % | 6.77 % | 6.98 % | 7.35 % | 7.25 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,393.53 | 1.95 % | 9.85 % | 17.58 % | 19.89 % | 17.34 % | 17.24 % | 16.22 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 12,595.54 | 1.75 % | 12.42 % | 22.59 % | 22.4 % | 17.76 % | 17.74 % | 17.23 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,488.71 | 2.2 % | 8.48 % | 12.28 % | 13.36 % | 12.76 % | 12.76 % | 12.42 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,576.4 | 2.18 % | 12.47 % | 17.39 % | 17.45 % | 14.89 % | 15.1 % | - |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,789.22 | 1.81 % | 7.33 % | 14.7 % | 15.16 % | 15.38 % | 16.43 % | - |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 123 | 2.38 % | 24.8 % | 18.7 % | 14.14 % | 12.34 % | 9.84 % | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,547.92 | 2.11 % | 2.84 % | 12.75 % | 15.09 % | 14.76 % | 13.87 % | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 21.39 | 1.85 % | 2.57 % | 6.36 % | 6.96 % | 6.73 % | 7.28 % | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 961.74 | 2.4 % | 7.94 % | 18.37 % | 20.35 % | 17.18 % | 14.64 % | 12.07 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,366.51 | 1.88 % | 11.9 % | 17.95 % | 18.3 % | - | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 1,948.3 | 0.29 % | 7.55 % | 7.51 % | 6.77 % | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 286.14 | 0.16 % | 5.79 % | 6.29 % | 5.88 % | - | - | - |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,391.41 | 1.91 % | 3.87 % | 10.18 % | 11.47 % | - | - | - |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 108.17 | 1.08 % | 9.85 % | 15.93 % | 15.84 % | 14.25 % | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 516.26 | 0.0 % | 7.04 % | 7.13 % | 7.04 % | 6.08 % | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,099.54 | 2.27 % | 4.4 % | 12.08 % | 12.98 % | 14.48 % | - | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 2,225.47 | 0.0 % | 6.11 % | 6.28 % | 5.67 % | 4.97 % | - | - |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 276.95 | 1.0 % | 5.97 % | 6.63 % | 5.97 % | - | - | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,376.95 | 2.18 % | 9.46 % | 14.22 % | 14.95 % | 14.81 % | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 215.46 | 0.89 % | 7.23 % | 7.68 % | 7.31 % | 6.48 % | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 6,583.34 | 1.8 % | 5.52 % | 11.82 % | 12.16 % | 12.29 % | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 5,853.1 | 0.0 % | 6.47 % | 6.95 % | 6.43 % | 5.89 % | - | - |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,842.03 | 1.99 % | 11.54 % | 16.96 % | 16.85 % | 15.7 % | - | - |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,116.4 | 2.15 % | 6.88 % | 10.73 % | 10.37 % | 9.4 % | - | - |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 892.29 | 2.3 % | 2.19 % | 12.8 % | 14.41 % | 15.25 % | - | - |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,678.91 | 2.06 % | 5.41 % | 9.92 % | 10.1 % | 10.29 % | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,087.22 | 2.01 % | 9.19 % | 13.83 % | - | - | - | - |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 2,664.55 | 1.86 % | 15.6 % | - | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,788.91 | 2.02 % | 11.16 % | - | - | - | - | - |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 0 | 2.16 % | -0.08 % | - | - | - | - | - |
