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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 % | 14.9 % | 3.04 % | 9.09 % | 15.62 % | 22.31 % | 20.92 % | 13.22 % | 11.24 % | 7.51 % |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 2,670.41 | 1.86 % | 13.07 % | 3.74 % | 3.81 % | 13.61 % | 8.84 % | - | - | - | 15.23 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 470.37 | 0.0 % | 5.91 % | 0.41 % | 1.02 % | 4.49 % | 7.97 % | 7.43 % | 5.61 % | 6.66 % | 7.36 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 806.21 | 0.55 % | 5.95 % | 0.4 % | 1.01 % | 4.58 % | 7.97 % | 7.27 % | 6.0 % | 7.35 % | 7.0 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 2,368.55 | 0.29 % | 5.55 % | 0.5 % | 1.51 % | 4.06 % | 7.73 % | 7.28 % | 5.81 % | - | 6.2 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 203.97 | 0.89 % | 5.7 % | 0.43 % | 1.03 % | 4.27 % | 7.61 % | 7.36 % | 7.24 % | 6.28 % | 7.22 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 544.59 | 0.0 % | 5.2 % | 0.47 % | 1.37 % | 3.81 % | 7.21 % | 6.86 % | 7.02 % | 5.95 % | 7.07 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 7,553.93 | 0.0 % | 4.7 % | 0.46 % | 1.4 % | 3.22 % | 6.79 % | 6.94 % | 5.6 % | 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 % | 4.48 % | 0.42 % | 1.24 % | 3.24 % | 6.34 % | 6.16 % | 4.84 % | 5.15 % | 5.47 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 304.86 | 1.0 % | 4.39 % | 0.32 % | 1.14 % | 3.02 % | 6.22 % | 6.63 % | 4.97 % | - | 4.07 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 303.32 | 0.16 % | 4.15 % | 0.44 % | 1.32 % | 2.8 % | 6.06 % | 6.35 % | 5.15 % | - | 5.11 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 42.85 | 1.83 % | 4.6 % | 0.28 % | 0.39 % | 3.38 % | 5.98 % | 5.82 % | 4.07 % | 5.55 % | 7.23 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,139.24 | 2.15 % | 5.09 % | 1.22 % | 1.49 % | 7.59 % | 4.28 % | 11.25 % | 11.36 % | 8.67 % | 8.36 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,330.68 | 1.88 % | 8.25 % | 2.89 % | 1.43 % | 19.88 % | 3.88 % | 18.04 % | 23.95 % | - | 19.82 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,783.29 | 2.02 % | 4.66 % | 4.62 % | 4.84 % | 17.52 % | 3.68 % | - | - | - | 10.29 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 21.08 | 1.85 % | 2.8 % | 0.67 % | 0.05 % | 3.64 % | 2.44 % | 7.17 % | 8.38 % | 6.79 % | 7.21 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,658 | 2.06 % | 3.78 % | 1.87 % | 1.89 % | 9.43 % | 1.06 % | 10.53 % | 12.06 % | 9.44 % | 10.01 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,362.83 | 2.18 % | 6.22 % | 2.18 % | 3.79 % | 16.11 % | 1.04 % | 15.1 % | 20.61 % | 14.52 % | 14.35 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,068.68 | 2.01 % | 5.7 % | 2.25 % | 3.81 % | 16.35 % | 0.99 % | 15.17 % | - | - | 14.5 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 0 | 2.16 % | - | 1.97 % | - | - | - | - | - | - | 2.08 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,461.66 | 2.2 % | 5.38 % | 2.11 % | 3.16 % | 15.24 % | -0.1 % | 13.12 % | 18.67 % | 12.19 % | 14.91 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 6,664.32 | 1.8 % | 3.05 % | 2.1 % | 2.03 % | 11.09 % | -0.14 % | 12.6 % | 16.0 % | 12.05 % | 10.79 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 12,501.45 | 1.75 % | 2.55 % | 3.44 % | 4.18 % | 21.89 % | -0.27 % | 22.84 % | 26.04 % | 15.56 % | 23.89 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,810.61 | 1.99 % | 4.56 % | 3.64 % | 4.56 % | 18.17 % | -0.29 % | 16.76 % | 21.83 % | 15.05 % | 15.59 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,459.76 | 2.11 % | 7.48 % | 1.07 % | -3.03 % | 12.11 % | -0.4 % | 16.81 % | 22.34 % | 14.16 % | 14.31 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,650.98 | 1.81 % | 1.71 % | 3.29 % | 3.93 % | 16.46 % | -1.62 % | 15.58 % | 20.4 % | 15.12 % | 14.38 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,599.23 | 2.18 % | 3.6 % | 4.83 % | 6.41 % | 17.99 % | -2.11 % | 16.7 % | 19.59 % | 15.01 % | 12.78 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 935.71 | 2.4 % | 3.85 % | 2.9 % | 3.01 % | 19.89 % | -2.15 % | 21.43 % | 26.76 % | 14.65 % | 11.97 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,282.99 | 1.95 % | 2.34 % | 5.26 % | 3.48 % | 24.99 % | -2.49 % | 20.44 % | 26.98 % | 14.83 % | 17.17 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 108.37 | 1.08 % | 7.15 % | 4.13 % | 4.07 % | 16.38 % | -3.31 % | 16.51 % | 20.97 % | 12.29 % | 11.53 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,304.99 | 1.91 % | 2.94 % | 1.81 % | 1.45 % | 10.87 % | -3.36 % | 12.5 % | 16.35 % | 12.39 % | 17.15 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,075.82 | 2.27 % | 1.18 % | 2.46 % | 2.82 % | 12.87 % | -4.12 % | 13.64 % | 18.88 % | 13.63 % | 15.06 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 878.93 | 2.3 % | 1.03 % | 3.46 % | 2.01 % | 12.07 % | -5.39 % | 16.83 % | 19.61 % | 14.94 % | 13.31 % |
| 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 | 14.9 % | 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 | 13.07 % | - | - | - | - | - | - | - | - | - |
| 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 | 5.91 % | 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 | 806.21 | 5.95 % | 7.98 % | 6.26 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 2,368.55 | 5.55 % | 7.51 % | 7.03 % | 4.63 % | 3.36 % | 5.19 % | 7.78 % | - | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 203.97 | 5.7 % | 7.92 % | 6.86 % | 3.45 % | 10.19 % | 9.72 % | -3.5 % | 6.18 % | 5.64 % | 9.28 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 544.59 | 5.2 % | 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 | 4.7 % | 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 | 4.48 % | 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 | 4.39 % | 7.13 % | 6.76 % | 3.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 303.32 | 4.15 % | 6.59 % | 6.62 % | 4.57 % | 3.04 % | 3.32 % | - | - | - | - |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 42.85 | 4.6 % | 6.2 % | 5.47 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,139.24 | 5.09 % | 12.64 % | 15.33 % | 4.1 % | 12.06 % | 9.44 % | 6.53 % | 1.32 % | 14.99 % | 5.48 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,330.68 | 8.25 % | 17.87 % | 28.05 % | 3.15 % | 44.74 % | 15.41 % | 21.72 % | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,783.29 | 4.66 % | - | - | - | - | - | - | - | - | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 21.08 | 2.8 % | 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 | 3.78 % | 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 | 6.22 % | 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 | 5.7 % | 14.63 % | 24.1 % | - | - | - | - | - | - | - |
| 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 | 5.38 % | 12.03 % | 23.31 % | 4.03 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 6,664.32 | 3.05 % | 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 | 2.55 % | 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 | 4.56 % | 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 | 7.48 % | 7.07 % | 31.12 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,650.98 | 1.71 % | 21.07 % | 26.85 % | -1.33 % | 40.03 % | 16.85 % | 7.48 % | -9.08 % | 46.1 % | 10.29 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,599.23 | 3.6 % | 20.09 % | 30.25 % | 9.35 % | 19.35 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 935.71 | 3.85 % | 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 | 2.34 % | 19.07 % | 45.29 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 108.37 | 7.15 % | 16.29 % | 29.01 % | 1.47 % | 32.4 % | 14.12 % | 2.37 % | -5.98 % | 29.46 % | 3.36 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,304.99 | 2.94 % | 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 | 1.18 % | 17.23 % | 24.37 % | -0.31 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % | 3.81 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 878.93 | 1.03 % | 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 | 42.85 | 1.83 % | 5.57 % | 6.07 % | 5.05 % | 4.97 % | 5.69 % | 4.75 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 470.37 | 0.0 % | 7.55 % | 7.84 % | 6.75 % | 6.5 % | 6.93 % | 7.21 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 806.21 | 0.55 % | 7.57 % | 7.77 % | 6.78 % | 6.98 % | 7.36 % | 6.02 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,282.99 | 1.95 % | 16.0 % | 18.9 % | 20.61 % | 17.76 % | 17.47 % | 16.36 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 12,501.45 | 1.75 % | 16.48 % | 23.54 % | 22.94 % | 18.05 % | 17.91 % | 17.36 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 1,461.66 | 2.2 % | 12.48 % | 13.27 % | 13.92 % | 13.09 % | 12.94 % | 8.47 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,599.23 | 2.18 % | 14.17 % | 17.51 % | 17.49 % | 14.95 % | 15.13 % | - |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,650.98 | 1.81 % | 11.75 % | 15.85 % | 15.81 % | 15.71 % | 16.62 % | - |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 123 | 2.38 % | 26.7 % | 19.18 % | 14.47 % | 12.54 % | 9.97 % | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,459.76 | 2.11 % | 6.87 % | 13.67 % | 15.63 % | 15.07 % | 14.02 % | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 21.08 | 1.85 % | 3.54 % | 6.58 % | 7.09 % | 6.81 % | 7.33 % | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 935.71 | 2.4 % | 14.17 % | 20.03 % | 21.38 % | 17.71 % | 14.96 % | 12.28 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,330.68 | 1.88 % | 15.88 % | 18.76 % | 18.76 % | - | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 2,368.55 | 0.29 % | 7.55 % | 7.51 % | 6.78 % | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 303.32 | 0.16 % | 5.77 % | 6.27 % | 5.89 % | - | - | - |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,304.99 | 1.91 % | 7.04 % | 10.95 % | 11.94 % | - | - | - |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 108.37 | 1.08 % | 13.66 % | 16.87 % | 16.36 % | 14.53 % | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 544.59 | 0.0 % | 7.0 % | 7.11 % | 7.05 % | 6.09 % | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,075.82 | 2.27 % | 7.65 % | 12.85 % | 13.45 % | 14.75 % | - | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 2,195.56 | 0.0 % | 6.1 % | 6.28 % | 5.67 % | 4.97 % | - | - |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 304.86 | 1.0 % | 5.9 % | 6.6 % | 5.96 % | - | - | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,362.83 | 2.18 % | 13.96 % | 15.36 % | 15.6 % | 15.19 % | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 203.97 | 0.89 % | 7.33 % | 7.69 % | 7.33 % | 6.49 % | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 6,664.32 | 1.8 % | 8.72 % | 12.58 % | 12.6 % | 12.52 % | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 7,553.93 | 0.0 % | 6.46 % | 6.94 % | 6.43 % | 5.89 % | - | - |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,810.61 | 1.99 % | 15.48 % | 17.78 % | 17.33 % | 15.97 % | - | - |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,139.24 | 2.15 % | 8.38 % | 11.11 % | 10.61 % | 9.52 % | - | - |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 878.93 | 2.3 % | 6.82 % | 13.84 % | 15.06 % | 15.6 % | - | - |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,658 | 2.06 % | 8.13 % | 10.61 % | 10.52 % | 10.5 % | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,068.68 | 2.01 % | 13.72 % | 14.99 % | - | - | - | - |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 2,670.41 | 1.86 % | 18.24 % | - | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,783.29 | 2.02 % | 16.01 % | - | - | - | - | - |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 0 | 2.16 % | 18.37 % | - | - | - | - | - |
