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| Scheme Name | Category | AUM (Crore) | TER | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | Since Launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 3,090.46 | 1.81 % | 0.95 % | -0.1 % | 2.6 % | 8.47 % | 20.76 % | - | - | - | 15.82 % |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 156.8 | 2.38 % | 0.91 % | 1.63 % | 6.78 % | 15.18 % | 19.6 % | 21.54 % | 13.13 % | 13.47 % | 7.86 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,660.65 | 2.08 % | -1.31 % | -0.6 % | 1.82 % | 2.5 % | 19.24 % | 17.47 % | 16.68 % | 16.19 % | 14.47 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,808.86 | 1.86 % | -5.4 % | -5.34 % | -5.55 % | -4.35 % | 8.21 % | 16.91 % | 18.23 % | - | 18.23 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 1,835.43 | 0.32 % | 0.2 % | 0.37 % | 1.31 % | 2.74 % | 7.13 % | 7.22 % | 5.97 % | - | 6.17 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 768.2 | 0.64 % | -0.15 % | 0.13 % | 0.49 % | 1.7 % | 6.97 % | 7.07 % | 5.81 % | 7.2 % | 6.95 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 132.77 | 1.08 % | -4.16 % | -3.99 % | -4.08 % | -1.32 % | 6.97 % | 16.09 % | 15.07 % | 12.64 % | 11.23 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 376.88 | 0.44 % | -0.16 % | 0.16 % | 0.53 % | 1.83 % | 6.95 % | 7.24 % | 5.59 % | 6.53 % | 7.31 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 189.66 | 0.72 % | 0.02 % | 0.33 % | 0.82 % | 1.96 % | 6.86 % | 7.18 % | 7.16 % | 6.19 % | 7.18 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 472.15 | 1.21 % | 0.05 % | 0.24 % | 0.97 % | 2.3 % | 6.45 % | 6.72 % | 7.09 % | 5.85 % | 7.03 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 13,292.89 | 1.73 % | -5.57 % | -5.93 % | -4.81 % | -2.67 % | 6.31 % | 22.73 % | 20.46 % | 15.66 % | 23.27 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,401.54 | 2.18 % | -4.84 % | -5.01 % | -3.81 % | -2.77 % | 6.29 % | 13.74 % | 14.56 % | 14.65 % | 14.03 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 5,965.36 | 0.35 % | 0.31 % | 0.45 % | 1.38 % | 2.8 % | 6.28 % | 6.86 % | 5.78 % | 5.99 % | 6.87 % |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 321.4 | 1.01 % | 0.38 % | 0.56 % | 1.54 % | 2.83 % | 6.12 % | 6.68 % | 5.25 % | - | 4.15 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,128.18 | 2.03 % | -4.83 % | -5.0 % | -3.84 % | -2.92 % | 6.01 % | 13.36 % | - | - | 11.71 % |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 1,476.88 | 2.24 % | -4.59 % | -4.41 % | -3.02 % | -2.75 % | 5.98 % | 11.98 % | 13.47 % | 12.44 % | 14.47 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,206.72 | 2.15 % | -1.63 % | -1.79 % | -1.28 % | 0.12 % | 5.75 % | 10.64 % | 9.36 % | 8.65 % | 8.21 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,995.79 | 1.42 % | 0.13 % | 0.29 % | 1.01 % | 2.19 % | 5.71 % | 6.08 % | 4.96 % | 5.02 % | 5.45 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 589.53 | 0.17 % | 0.32 % | 0.44 % | 1.3 % | 2.65 % | 5.63 % | 6.28 % | 5.32 % | - | 5.12 % |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 7,846.01 | 1.76 % | -3.02 % | -3.38 % | -2.97 % | -1.44 % | 5.48 % | 11.71 % | 12.07 % | 12.33 % | 10.57 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,736.5 | 2.05 % | -2.49 % | -2.75 % | -2.44 % | -0.9 % | 5.42 % | 9.77 % | 9.48 % | 9.61 % | 9.68 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 35.96 | 2.06 % | -0.01 % | 0.31 % | 0.54 % | 1.07 % | 5.25 % | 5.6 % | 3.97 % | 5.51 % | 7.18 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,363.64 | 1.91 % | -3.46 % | -3.35 % | -2.27 % | -1.33 % | 4.85 % | 11.01 % | 11.8 % | 12.95 % | 16.81 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,986.67 | 1.79 % | -5.18 % | -5.27 % | -4.74 % | -2.39 % | 4.71 % | 14.96 % | 15.25 % | 15.28 % | 13.88 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 919.27 | 2.28 % | -2.91 % | -2.77 % | -2.14 % | -0.1 % | 4.13 % | 15.52 % | 14.94 % | 15.66 % | 13.04 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 19.92 | 1.14 % | -0.97 % | -0.59 % | -0.09 % | -0.33 % | 3.83 % | 6.73 % | 7.34 % | 6.73 % | 7.07 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 947.4 | 2.35 % | -6.59 % | -6.8 % | -6.04 % | -6.11 % | 3.18 % | 19.27 % | 20.43 % | 14.48 % | 11.39 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,907.68 | 1.98 % | -6.29 % | -6.32 % | -7.27 % | -4.94 % | 3.01 % | 15.83 % | 15.97 % | 14.85 % | 15.07 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,102.84 | 2.25 % | -4.62 % | -4.44 % | -4.26 % | -3.67 % | 2.12 % | 13.0 % | 13.04 % | 13.98 % | 14.56 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,400.63 | 1.93 % | -6.15 % | -6.14 % | -8.31 % | -8.3 % | 0.02 % | 17.84 % | 20.56 % | 14.16 % | 16.4 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 1,015.53 | 2.11 % | -4.55 % | -4.75 % | -2.41 % | 0.38 % | - | - | - | - | 0.38 % |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,788.86 | 2.05 % | -6.65 % | -6.42 % | -8.92 % | -8.32 % | -1.39 % | - | - | - | 1.04 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,583.53 | 2.16 % | -7.24 % | -7.27 % | -10.87 % | -7.69 % | -2.05 % | 14.38 % | 13.3 % | 13.79 % | 11.9 % |
| 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 Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 03-01-2024 | 3,090.46 | 0.95 % | 18.91 % | - | - | - | - | - | - | - | - |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 156.8 | 0.91 % | 23.9 % | 13.14 % | 30.14 % | -15.42 % | 18.49 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,660.65 | -1.31 % | 16.94 % | 7.07 % | 31.12 % | 16.78 % | 15.34 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,808.86 | -5.4 % | 10.63 % | 17.87 % | 28.05 % | 3.15 % | 44.74 % | 15.41 % | 21.72 % | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 1,835.43 | 0.2 % | 7.37 % | 7.51 % | 7.03 % | 4.63 % | 3.36 % | 5.19 % | 7.78 % | - | - |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 768.2 | -0.15 % | 7.54 % | 7.98 % | 6.26 % | 3.66 % | 3.5 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 132.77 | -4.16 % | 8.21 % | 16.29 % | 29.01 % | 1.47 % | 32.4 % | 14.12 % | 2.37 % | -5.98 % | 29.46 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 376.88 | -0.16 % | 7.58 % | 7.99 % | 6.84 % | 3.0 % | 2.93 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 189.66 | 0.02 % | 7.31 % | 7.92 % | 6.86 % | 3.45 % | 10.19 % | 9.72 % | -3.5 % | 6.18 % | 5.64 % |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 472.15 | 0.05 % | 6.81 % | 7.27 % | 6.48 % | 4.15 % | 10.87 % | 6.1 % | -3.85 % | 6.89 % | 6.69 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 13,292.89 | -5.57 % | 4.09 % | 32.01 % | 40.35 % | 4.84 % | 37.92 % | 12.29 % | -0.31 % | -15.41 % | 40.77 % |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,401.54 | -4.84 % | 7.73 % | 15.77 % | 24.46 % | 4.34 % | 32.07 % | 18.89 % | 2.47 % | -9.19 % | 48.8 % |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 5,965.36 | 0.31 % | 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 | 321.4 | 0.38 % | 6.19 % | 7.13 % | 6.76 % | 3.65 % | 2.33 % | 2.36 % | 3.74 % | -0.81 % | 4.8 % |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,128.18 | -4.83 % | 7.16 % | 14.63 % | 24.1 % | - | - | - | - | - | - |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 10-05-2005 | 1,476.88 | -4.59 % | 7.12 % | 12.03 % | 23.31 % | 4.03 % | 31.53 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,206.72 | -1.63 % | 6.39 % | 12.64 % | 15.33 % | 4.1 % | 12.06 % | 9.44 % | 6.53 % | 1.32 % | 14.99 % |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 01-01-2013 | 1,995.79 | 0.13 % | 5.93 % | 6.45 % | 6.1 % | 3.66 % | 2.68 % | 4.06 % | 6.5 % | 1.22 % | 6.25 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 589.53 | 0.32 % | 5.71 % | 6.59 % | 6.62 % | 4.57 % | 3.04 % | 3.32 % | - | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 7,846.01 | -3.02 % | 4.46 % | 17.11 % | 16.8 % | 3.0 % | 26.43 % | 12.74 % | 6.67 % | 0.35 % | 25.23 % |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 01-01-2013 | 1,736.5 | -2.49 % | 5.14 % | 12.64 % | 14.1 % | 5.74 % | 14.2 % | 22.87 % | 1.03 % | 3.23 % | 13.14 % |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 35.96 | -0.01 % | 5.67 % | 6.2 % | 5.47 % | 0.66 % | 1.67 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,363.64 | -3.46 % | 5.24 % | 11.02 % | 21.15 % | 4.05 % | 26.13 % | 11.26 % | 14.98 % | 1.16 % | 35.87 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,986.67 | -5.18 % | 3.56 % | 21.07 % | 26.85 % | -1.33 % | 40.03 % | 16.85 % | 7.48 % | -9.08 % | 46.1 % |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 919.27 | -2.91 % | 3.32 % | 15.7 % | 34.02 % | 1.28 % | 32.55 % | 20.24 % | 4.42 % | -5.23 % | 46.6 % |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 19.92 | -0.97 % | 4.26 % | 8.02 % | 9.19 % | 2.77 % | 14.49 % | 7.34 % | 0.92 % | -1.16 % | 12.11 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 947.4 | -6.59 % | 4.14 % | 23.83 % | 41.66 % | 2.11 % | 49.5 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 01-01-2013 | 2,907.68 | -6.29 % | 4.61 % | 19.48 % | 31.09 % | -1.57 % | 41.84 % | 13.44 % | 2.95 % | -8.67 % | 48.73 % |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,102.84 | -4.62 % | 2.03 % | 17.23 % | 24.37 % | -0.31 % | 33.71 % | 19.68 % | 11.75 % | -1.2 % | 31.79 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,400.63 | -6.15 % | 0.39 % | 19.07 % | 45.29 % | -2.11 % | 60.35 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 1,015.53 | -4.55 % | - | - | - | - | - | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,788.86 | -6.65 % | 1.05 % | - | - | - | - | - | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,583.53 | -7.24 % | -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 | 35.96 | 2.06 % | 3.41 % | 5.39 % | 4.92 % | 4.79 % | 5.54 % | 5.86 % |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 376.88 | 0.44 % | 4.86 % | 7.05 % | 6.55 % | 6.33 % | 6.78 % | 7.11 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 768.2 | 0.64 % | 4.74 % | 6.98 % | 6.53 % | 6.75 % | 7.21 % | 7.16 % |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 3,400.63 | 1.93 % | -4.86 % | 8.02 % | 13.72 % | 15.56 % | 16.17 % | 15.32 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 13,292.89 | 1.73 % | 1.38 % | 14.71 % | 18.05 % | 16.53 % | 16.99 % | 16.54 % |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 1,476.88 | 2.24 % | 0.15 % | 8.01 % | 10.54 % | 11.86 % | 12.28 % | 11.93 % |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 1,583.53 | 2.16 % | -11.53 % | 5.65 % | 10.69 % | 12.02 % | 13.48 % | - |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 6,986.67 | 1.79 % | -0.19 % | 9.54 % | 11.96 % | 14.23 % | 15.82 % | - |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 156.8 | 2.38 % | 32.74 % | 20.48 % | 16.49 % | 13.44 % | 10.71 % | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 1,660.65 | 2.08 % | 12.34 % | 14.54 % | 16.2 % | 15.6 % | 14.57 % | - |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 19.92 | 1.14 % | 1.48 % | 5.19 % | 6.18 % | 6.47 % | 7.1 % | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 947.4 | 2.35 % | -4.15 % | 10.1 % | 15.35 % | 15.81 % | 14.04 % | 11.48 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 4,808.86 | 1.86 % | -0.58 % | 11.93 % | 14.38 % | - | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 1,835.43 | 0.32 % | 6.17 % | 7.11 % | 6.75 % | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 589.53 | 0.17 % | 5.39 % | 6.03 % | 5.9 % | - | - | - |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 3,363.64 | 1.91 % | 0.35 % | 7.19 % | 9.54 % | - | - | - |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 132.77 | 1.08 % | 0.95 % | 10.56 % | 12.65 % | 13.3 % | - | - |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 472.15 | 1.21 % | 5.3 % | 6.58 % | 6.69 % | 6.0 % | - | - |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 1,102.84 | 2.25 % | -2.47 % | 6.86 % | 9.77 % | 13.28 % | - | - |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 1,995.79 | 1.42 % | 4.91 % | 5.87 % | 5.62 % | 4.93 % | - | - |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 321.4 | 1.01 % | 5.87 % | 6.47 % | 6.11 % | - | - | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 1,401.54 | 2.18 % | -0.19 % | 9.26 % | 11.82 % | 13.73 % | - | - |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 189.66 | 0.72 % | 5.11 % | 7.01 % | 6.95 % | 6.38 % | - | - |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 7,846.01 | 1.76 % | 0.68 % | 8.41 % | 10.03 % | 11.51 % | - | - |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 5,965.36 | 0.35 % | 5.84 % | 6.64 % | 6.44 % | 5.86 % | - | - |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 2,907.68 | 1.98 % | -3.78 % | 9.04 % | 12.1 % | 13.96 % | - | - |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 1,206.72 | 2.15 % | 2.38 % | 8.18 % | 9.1 % | 8.94 % | - | - |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 919.27 | 2.28 % | 3.05 % | 9.43 % | 12.5 % | 14.63 % | - | - |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 1,736.5 | 2.05 % | 1.15 % | 7.27 % | 8.62 % | 9.71 % | - | - |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 2,128.18 | 2.03 % | -0.19 % | 9.01 % | - | - | - | - |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 3,090.46 | 1.81 % | 18.26 % | - | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 1,788.86 | 2.05 % | -10.02 % | - | - | - | - | - |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 1,015.53 | 2.11 % | -6.21 % | - | - | - | - | - |
