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| Return (%) |
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| Scheme Name | Category | Launch Date | AUM (Crore) | Expense Ratio (%) | YTD | 1 Mon | 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | Since Launch | Action |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 156.8 | 2.38 | 1.7 | 1.3 | 4.65 | 14.69 | 19.24 | 20.14 | 13.9 | 13.13 | 7.89 | |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 03-01-2024 | 3,090.46 | 1.81 | 0.02 | -1.0 | 2.28 | 9.65 | 18.43 | - | - | - | 15.06 | |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,660.65 | 2.08 | -1.71 | -3.39 | 1.87 | 6.78 | 16.32 | 19.37 | 15.12 | 16.46 | 14.42 | |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,808.86 | 1.86 | -4.03 | -3.16 | -4.6 | -0.78 | 10.64 | 18.46 | 19.31 | - | 18.41 | |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 13,292.89 | 1.73 | -3.95 | -4.88 | -4.01 | 1.37 | 8.57 | 24.18 | 20.32 | 15.7 | 23.33 | |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 947.4 | 2.35 | -3.11 | -4.62 | -4.13 | -0.34 | 7.9 | 21.66 | 20.45 | 14.92 | 11.58 | |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 132.77 | 1.08 | -3.31 | -4.54 | -3.2 | 2.58 | 7.55 | 18.49 | 14.94 | 12.69 | 11.26 | |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 1,835.43 | 0.32 | 0.35 | 0.33 | 1.34 | 2.77 | 7.11 | 7.22 | 5.98 | - | 6.17 | |
| 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 | 0.44 | -0.1 | -0.1 | 0.52 | 1.85 | 6.81 | 7.22 | 5.59 | 6.52 | 7.3 | |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 768.2 | 0.64 | -0.12 | -0.14 | 0.42 | 1.7 | 6.73 | 7.01 | 5.89 | 7.21 | 6.94 | |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 189.66 | 0.72 | 0.08 | 0.07 | 0.81 | 2.03 | 6.72 | 7.16 | 7.23 | 6.2 | 7.17 | |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,401.54 | 2.18 | -4.31 | -5.04 | -3.19 | -0.09 | 6.69 | 14.84 | 14.01 | 14.7 | 14.04 | |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,128.18 | 2.03 | -4.3 | -5.03 | -3.2 | -0.24 | 6.41 | 14.42 | - | - | 11.79 | |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 472.15 | 1.21 | 0.18 | 0.17 | 0.99 | 2.31 | 6.41 | 6.7 | 7.11 | 5.84 | 7.03 | |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 5,965.36 | 0.35 | 0.47 | 0.44 | 1.4 | 2.84 | 6.26 | 6.86 | 5.79 | 5.99 | 6.87 | |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 321.4 | 1.01 | 0.54 | 0.53 | 1.65 | 2.74 | 6.07 | 6.67 | 5.31 | - | 4.15 | |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 10-05-2005 | 1,476.88 | 2.24 | -4.17 | -4.94 | -2.78 | -0.4 | 6.06 | 12.98 | 13.06 | 12.49 | 14.47 | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 7,846.01 | 1.76 | -2.75 | -3.49 | -2.45 | 0.69 | 5.86 | 12.79 | 11.7 | 12.33 | 10.57 | |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,986.67 | 1.79 | -4.38 | -5.28 | -4.14 | 0.89 | 5.84 | 16.22 | 14.88 | 15.27 | 13.91 | |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,206.72 | 2.15 | -1.43 | -1.87 | -0.93 | 1.1 | 5.74 | 11.11 | 9.23 | 8.71 | 8.21 | |
| 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 | 1.42 | 0.25 | 0.23 | 1.04 | 2.21 | 5.69 | 6.07 | 4.97 | 5.01 | 5.45 | |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 589.53 | 0.17 | 0.46 | 0.43 | 1.3 | 2.66 | 5.59 | 6.27 | 5.34 | - | 5.12 | |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 01-01-2013 | 1,736.5 | 2.05 | -2.25 | -2.87 | -1.96 | 0.9 | 5.44 | 10.67 | 9.39 | 9.61 | 9.68 | |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 01-01-2013 | 2,907.68 | 1.98 | -4.87 | -5.88 | -5.89 | -1.44 | 4.96 | 16.94 | 15.69 | 15.01 | 15.12 | |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 35.96 | 2.06 | -0.13 | -0.12 | 0.36 | 1.07 | 4.93 | 5.51 | 4.09 | 5.57 | 7.17 | |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 919.27 | 2.28 | -2.23 | -3.21 | -1.43 | 3.5 | 4.91 | 16.25 | 14.84 | 15.8 | 13.06 | |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 3,363.64 | 1.91 | -3.36 | -4.35 | -1.67 | 0.97 | 4.26 | 12.13 | 11.2 | 12.93 | 16.79 | |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 19.92 | 1.14 | -1.15 | -1.27 | -0.15 | 0.29 | 3.47 | 6.82 | 7.12 | 6.68 | 7.05 | |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,400.63 | 1.93 | -4.37 | -5.46 | -6.91 | -2.07 | 3.14 | 18.99 | 20.75 | 14.35 | 16.48 | |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,102.84 | 2.25 | -4.23 | -5.15 | -3.07 | -1.23 | 1.86 | 13.89 | 12.49 | 13.97 | 14.56 | |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,788.86 | 2.05 | -5.27 | -5.98 | -7.17 | -4.39 | 1.85 | - | - | - | 1.95 | |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 1,015.53 | 2.11 | -4.03 | -5.38 | -1.87 | 0.87 | - | - | - | - | 0.93 | |
| Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth | Fund of Funds-Income Plus Arbitrage | 05-01-2025 | 0 | 0.0 | - | - | - | - | - | - | - | - | 0.25 | |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 1,583.53 | 2.16 | -7.98 | -7.86 | -10.73 | -6.69 | -4.24 | 14.02 | 13.15 | 13.63 | 11.84 | |
