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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 | 162.25 | 2.29 % | 6.77 % | 2.92 % | 9.12 % | 7.77 % | 27.49 % | 18.03 % | 11.61 % | 12.55 % | 8.02 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 7,085.78 | 0.35 % | 2.72 % | 0.51 % | 1.67 % | 3.09 % | 5.99 % | 6.8 % | 6.02 % | 5.93 % | 6.87 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 441.51 | 1.0 % | 2.64 % | 0.52 % | 1.45 % | 2.99 % | 5.82 % | 6.6 % | 5.5 % | 4.2 % | 4.22 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 1,955.83 | 0.38 % | 2.34 % | 0.36 % | 1.4 % | 2.69 % | 5.77 % | 7.01 % | 6.15 % | - | 6.15 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 623.74 | 0.19 % | 2.17 % | 0.43 % | 1.27 % | 2.5 % | 5.2 % | 6.09 % | 5.48 % | - | 5.11 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 990.2 | 2.26 % | 2.95 % | -4.09 % | 2.63 % | 5.05 % | 5.17 % | 19.92 % | 17.45 % | 15.05 % | 11.7 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,562.91 | 1.91 % | 4.36 % | -3.14 % | 11.85 % | 6.2 % | 5.14 % | 17.73 % | 16.42 % | 14.4 % | 16.67 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 368.75 | 1.14 % | 1.89 % | 0.33 % | 1.15 % | 2.14 % | 4.88 % | 6.47 % | 7.2 % | 5.7 % | 7.0 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,816.81 | 1.37 % | 2.04 % | 0.34 % | 1.29 % | 2.32 % | 4.83 % | 5.9 % | 5.13 % | 4.9 % | 5.45 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 3,276.67 | 2.06 % | -4.29 % | -4.02 % | -4.37 % | -3.66 % | 4.4 % | - | - | - | 10.64 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 187.9 | 0.8 % | 1.84 % | 0.46 % | 1.02 % | 1.97 % | 4.27 % | 6.77 % | 7.24 % | 6.04 % | 7.14 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 277.59 | 0.42 % | 1.67 % | 0.48 % | 1.05 % | 1.7 % | 4.02 % | 6.85 % | 5.71 % | 6.39 % | 7.26 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 616.17 | 0.55 % | 1.43 % | 0.44 % | 0.88 % | 1.41 % | 3.63 % | 6.72 % | 5.73 % | 7.02 % | 6.9 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 13,378.01 | 2.25 % | -2.22 % | -4.31 % | 1.66 % | -0.61 % | 2.22 % | 21.21 % | 17.67 % | 14.74 % | 23.05 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 33.56 | 1.86 % | 0.81 % | 0.4 % | 0.29 % | 0.8 % | 2.1 % | 4.95 % | 3.92 % | 5.22 % | 7.11 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 138.37 | 1.06 % | -2.15 % | -3.04 % | 1.18 % | 0.06 % | 1.84 % | 15.08 % | 11.72 % | 11.63 % | 11.15 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 948.48 | 2.21 % | -8.89 % | -4.34 % | -3.67 % | -6.82 % | - | - | - | - | -4.18 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,079.02 | 2.72 % | -3.84 % | -2.01 % | -1.49 % | -3.76 % | -1.52 % | 8.59 % | 7.93 % | 8.01 % | 7.98 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,574.82 | 9.43 % | -6.21 % | -3.81 % | -2.08 % | -4.88 % | -1.53 % | 12.64 % | 11.51 % | 13.96 % | 13.53 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 18.93 | 1.88 % | -3.18 % | -0.66 % | -1.61 % | -2.86 % | -2.24 % | 4.88 % | 6.09 % | 6.02 % | 6.76 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,624.47 | 1.85 % | -6.85 % | -0.23 % | 1.61 % | -6.68 % | -2.51 % | 14.05 % | 14.06 % | - | 17.07 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,019.95 | 2.24 % | -6.94 % | -3.01 % | -0.91 % | -5.55 % | -3.92 % | 9.76 % | 9.16 % | 12.56 % | 14.14 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,658.39 | 2.31 % | -6.34 % | -3.63 % | -2.68 % | -6.38 % | -3.99 % | 7.67 % | 7.36 % | 8.53 % | 9.15 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 855.65 | 2.84 % | -8.22 % | -3.6 % | -4.41 % | -7.37 % | -4.49 % | 11.71 % | 10.85 % | 13.93 % | 12.51 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,806.71 | 2.82 % | -8.1 % | -4.58 % | -1.98 % | -6.79 % | -4.6 % | 12.98 % | 11.78 % | 13.41 % | 14.75 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,612.72 | 2.08 % | -8.48 % | -5.24 % | -4.32 % | -6.42 % | -4.86 % | 12.47 % | 12.37 % | 13.42 % | 13.67 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 8,484.02 | 1.99 % | -7.74 % | -4.19 % | -3.34 % | -7.78 % | -5.34 % | 9.13 % | 8.7 % | 10.57 % | 10.2 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,576.42 | 2.06 % | -6.79 % | -3.6 % | 2.68 % | -5.23 % | -6.28 % | - | - | - | 0.76 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,003.89 | 2.03 % | -10.48 % | -5.3 % | -4.53 % | -9.3 % | -6.35 % | 9.32 % | - | - | 8.7 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,296.13 | 2.16 % | -10.56 % | -5.34 % | -4.6 % | -9.4 % | -6.44 % | 10.04 % | 10.45 % | 12.74 % | 13.61 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,062.61 | 1.94 % | -9.87 % | -4.06 % | -4.82 % | -9.25 % | -7.17 % | 7.63 % | 8.14 % | 11.29 % | 16.19 % |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 1,323.04 | 2.18 % | -11.11 % | -4.97 % | -5.47 % | -9.68 % | -7.24 % | 8.04 % | 9.24 % | 10.29 % | 13.81 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,427.62 | 2.14 % | -11.91 % | -5.62 % | -2.11 % | -11.4 % | -11.44 % | 9.43 % | 10.24 % | 11.05 % | 11.38 % |
| 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 | 162.25 | 6.77 % | 23.9 % | 13.14 % | 30.14 % | -15.42 % | 18.49 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 7,085.78 | 2.72 % | 6.41 % | 7.3 % | 6.99 % | 4.82 % | 3.29 % | 4.15 % | 6.59 % | 6.43 % | 6.64 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 441.51 | 2.64 % | 6.19 % | 7.13 % | 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 | 1,955.83 | 2.34 % | 7.37 % | 7.51 % | 7.03 % | 4.63 % | 3.36 % | 5.19 % | 7.78 % | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 623.74 | 2.17 % | 5.71 % | 6.59 % | 6.62 % | 4.57 % | 3.04 % | 3.32 % | - | - | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 990.2 | 2.95 % | 4.14 % | 23.83 % | 41.66 % | 2.11 % | 49.5 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,562.91 | 4.36 % | 0.39 % | 19.07 % | 45.29 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 368.75 | 1.89 % | 6.81 % | 7.27 % | 6.48 % | 4.15 % | 10.87 % | 6.1 % | -3.85 % | 6.89 % | 6.69 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 01-01-2013 | 1,816.81 | 2.04 % | 5.93 % | 6.45 % | 6.1 % | 3.66 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 03-01-2024 | 3,276.67 | -4.29 % | 18.91 % | - | - | - | - | - | - | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 187.9 | 1.84 % | 7.31 % | 7.92 % | 6.86 % | 3.45 % | 10.19 % | 9.72 % | -3.5 % | 6.18 % | 5.64 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 277.59 | 1.67 % | 7.58 % | 7.99 % | 6.84 % | 3.0 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 616.17 | 1.43 % | 7.54 % | 7.98 % | 6.26 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 13,378.01 | -2.22 % | 4.09 % | 32.01 % | 40.35 % | 4.84 % | 37.92 % | 12.29 % | -0.31 % | -15.41 % | 40.77 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 33.56 | 0.81 % | 5.67 % | 6.2 % | 5.47 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 138.37 | -2.15 % | 8.21 % | 16.29 % | 29.01 % | 1.47 % | 32.4 % | 14.12 % | 2.37 % | -5.98 % | 29.46 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 948.48 | -8.89 % | - | - | - | - | - | - | - | - | - |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,079.02 | -3.84 % | 6.39 % | 12.64 % | 15.33 % | 4.1 % | 12.06 % | 9.44 % | 6.53 % | 1.32 % | 14.99 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,574.82 | -6.21 % | 3.56 % | 21.07 % | 26.85 % | -1.33 % | 40.03 % | 16.85 % | 7.48 % | -9.08 % | 46.1 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 18.93 | -3.18 % | 4.26 % | 8.02 % | 9.19 % | 2.77 % | 14.49 % | 7.34 % | 0.92 % | -1.16 % | 12.11 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,624.47 | -6.85 % | 10.63 % | 17.87 % | 28.05 % | 3.15 % | 44.74 % | 15.41 % | 21.72 % | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,019.95 | -6.94 % | 2.03 % | 17.23 % | 24.37 % | -0.31 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 01-01-2013 | 1,658.39 | -6.34 % | 5.14 % | 12.64 % | 14.1 % | 5.74 % | 14.2 % | 22.87 % | 1.03 % | 3.23 % | 13.14 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 855.65 | -8.22 % | 3.32 % | 15.7 % | 34.02 % | 1.28 % | 32.55 % | 20.24 % | 4.42 % | -5.23 % | 46.6 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 01-01-2013 | 2,806.71 | -8.1 % | 4.61 % | 19.48 % | 31.09 % | -1.57 % | 41.84 % | 13.44 % | 2.95 % | -8.67 % | 48.73 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,612.72 | -8.48 % | 16.94 % | 7.07 % | 31.12 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 8,484.02 | -7.74 % | 4.46 % | 17.11 % | 16.8 % | 3.0 % | 26.43 % | 12.74 % | 6.67 % | 0.35 % | 25.23 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,576.42 | -6.79 % | 1.05 % | - | - | - | - | - | - | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,003.89 | -10.48 % | 7.16 % | 14.63 % | 24.1 % | - | - | - | - | - | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,296.13 | -10.56 % | 7.73 % | 15.77 % | 24.46 % | 4.34 % | 32.07 % | 18.89 % | 2.47 % | -9.19 % | 48.8 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,062.61 | -9.87 % | 5.24 % | 11.02 % | 21.15 % | 4.05 % | 26.13 % | 11.26 % | 14.98 % | 1.16 % | 35.87 % |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 10-05-2005 | 1,323.04 | -11.11 % | 7.12 % | 12.03 % | 23.31 % | 4.03 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,427.62 | -11.91 % | -0.07 % | 20.09 % | 30.25 % | 9.35 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % |
| 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 | 33.56 | 1.86 % | 2.32 % | 4.64 % | 4.68 % | 4.56 % | 5.34 % | 5.73 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 277.59 | 0.42 % | 4.28 % | 6.51 % | 6.48 % | 6.22 % | 6.66 % | 7.02 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 616.17 | 0.55 % | 3.8 % | 6.33 % | 6.32 % | 6.55 % | 7.08 % | 7.07 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,562.91 | 1.91 % | 10.75 % | 9.97 % | 14.85 % | 16.47 % | 16.74 % | 15.75 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 13,378.01 | 2.25 % | 0.63 % | 10.36 % | 16.28 % | 16.02 % | 16.69 % | 16.35 % |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 1,323.04 | 2.18 % | -14.43 % | -0.06 % | 5.6 % | 9.52 % | 10.9 % | 10.94 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,427.62 | 2.14 % | -17.74 % | -1.6 % | 6.43 % | 9.96 % | 12.27 % | 12.02 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,574.82 | 9.43 % | -6.23 % | 4.41 % | 9.17 % | 12.81 % | 15.02 % | - |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 162.25 | 2.29 % | 23.4 % | 20.38 % | 17.36 % | 13.72 % | 11.07 % | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,612.72 | 2.08 % | -8.46 % | 4.48 % | 10.75 % | 12.95 % | 13.23 % | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 18.93 | 1.88 % | -3.57 % | 2.11 % | 4.23 % | 5.54 % | 6.47 % | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 990.2 | 2.26 % | 7.19 % | 10.79 % | 16.08 % | 16.49 % | 14.78 % | 11.99 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,624.47 | 1.85 % | -6.31 % | 6.32 % | 11.01 % | - | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 1,955.83 | 0.38 % | 5.61 % | 6.78 % | 6.73 % | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 623.74 | 0.19 % | 5.14 % | 5.75 % | 5.86 % | - | - | - |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,062.61 | 1.94 % | -13.02 % | -0.49 % | 4.95 % | - | - | - |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 138.37 | 1.06 % | 0.5 % | 6.94 % | 11.21 % | 12.76 % | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 368.75 | 1.14 % | 4.68 % | 6.17 % | 6.36 % | 5.95 % | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,019.95 | 2.24 % | -7.76 % | 1.73 % | 6.78 % | 11.69 % | - | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,816.81 | 1.37 % | 4.8 % | 5.66 % | 5.65 % | 4.94 % | - | - |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 441.51 | 1.0 % | 6.04 % | 6.33 % | 6.23 % | 4.81 % | - | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,296.13 | 2.16 % | -13.74 % | 1.19 % | 7.03 % | 11.38 % | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 187.9 | 0.8 % | 4.53 % | 6.5 % | 6.61 % | 6.31 % | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 8,484.02 | 1.99 % | -10.55 % | 1.75 % | 6.2 % | 9.62 % | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 7,085.78 | 0.35 % | 6.2 % | 6.57 % | 6.55 % | 5.9 % | - | - |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,806.71 | 2.82 % | -10.25 % | 3.12 % | 8.83 % | 12.4 % | - | - |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,079.02 | 2.72 % | -4.57 % | 3.8 % | 6.76 % | 7.88 % | - | - |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 855.65 | 2.84 % | -9.99 % | 1.29 % | 7.88 % | 12.32 % | - | - |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,658.39 | 2.31 % | -8.49 % | 1.87 % | 5.53 % | 8.25 % | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,003.89 | 2.03 % | -13.63 % | 1.16 % | - | - | - | - |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 3,276.67 | 2.06 % | -3.23 % | - | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,576.42 | 2.06 % | -8.25 % | - | - | - | - | - |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 948.48 | 2.21 % | -10.24 % | - | - | - | - | - |
