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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 Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 03-01-2024 | 3,090.46 | 1.81 | 2.49 | 1.44 | 4.51 | 12.36 | 21.44 | - | - | - | 16.44 | |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,660.65 | 2.08 | 0.83 | -0.89 | 3.35 | 9.54 | 20.15 | 19.59 | 15.31 | 16.94 | 14.58 | |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 156.8 | 2.38 | 1.47 | 1.25 | 4.0 | 16.6 | 18.28 | 18.07 | 13.26 | 13.32 | 7.88 | |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 947.4 | 2.35 | -0.2 | -1.75 | -1.72 | 2.65 | 15.11 | 22.72 | 20.83 | 15.48 | 11.74 | |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 13,292.89 | 1.73 | -1.41 | -2.36 | -2.42 | 4.05 | 12.72 | 25.19 | 20.7 | 16.23 | 23.47 | |
| 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 | -0.72 | -1.98 | -1.18 | 5.33 | 11.58 | 19.36 | 15.31 | 13.13 | 11.37 | |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,986.67 | 1.79 | -1.77 | -2.69 | -2.31 | 3.64 | 9.84 | 17.07 | 15.21 | 15.75 | 14.07 | |
| 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 | -2.38 | -3.42 | -3.78 | 1.14 | 9.38 | 17.74 | 16.0 | 15.53 | 15.23 | |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,401.54 | 2.18 | -2.21 | -2.96 | -1.58 | 2.1 | 9.17 | 15.4 | 14.22 | 15.18 | 14.12 | |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,128.18 | 2.03 | -2.2 | -2.95 | -1.6 | 1.94 | 8.89 | 14.96 | - | - | 12.5 | |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,808.86 | 1.86 | -4.77 | -5.89 | -4.33 | 0.57 | 8.89 | 18.2 | 17.79 | - | 18.27 | |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 919.27 | 2.28 | -0.68 | -1.68 | -0.16 | 5.14 | 8.46 | 16.6 | 15.01 | 16.13 | 13.14 | |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 10-05-2005 | 1,476.88 | 2.24 | -2.23 | -3.01 | -1.24 | 1.62 | 8.38 | 13.44 | 13.27 | 12.91 | 14.58 | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 7,846.01 | 1.76 | -1.19 | -1.93 | -1.21 | 2.31 | 7.95 | 13.1 | 11.84 | 12.61 | 10.63 | |
| 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 | -0.94 | -1.57 | -0.97 | 2.25 | 7.26 | 10.93 | 9.57 | 9.83 | 9.77 | |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 1,835.43 | 0.32 | 0.4 | 0.38 | 1.34 | 2.83 | 7.11 | 7.23 | 5.99 | - | 6.17 | |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,206.72 | 2.15 | -0.49 | -0.93 | -0.22 | 2.07 | 6.82 | 11.33 | 9.32 | 8.84 | 8.26 | |
| 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 | 0.02 | 0.02 | 0.58 | 1.97 | 6.81 | 7.25 | 5.62 | 6.53 | 7.3 | |
| 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 | -1.06 | -2.07 | 0.23 | 3.37 | 6.81 | 12.58 | 11.5 | 13.32 | 16.91 | |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,400.63 | 1.93 | -1.23 | -2.36 | -4.49 | 1.14 | 6.8 | 20.15 | 21.25 | 14.95 | 16.66 | |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 189.66 | 0.72 | 0.19 | 0.18 | 0.84 | 2.14 | 6.73 | 7.18 | 7.25 | 6.21 | 7.17 | |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 768.2 | 0.64 | -0.02 | -0.04 | 0.46 | 1.81 | 6.73 | 7.04 | 5.92 | 7.25 | 6.95 | |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 472.15 | 1.21 | 0.24 | 0.23 | 1.0 | 2.38 | 6.42 | 6.71 | 7.12 | 5.85 | 7.03 | |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 5,965.36 | 0.35 | 0.5 | 0.47 | 1.41 | 2.84 | 6.27 | 6.86 | 5.8 | 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 | 0.62 | 0.61 | 1.64 | 2.82 | 6.08 | 6.65 | 5.31 | - | 4.16 | |
| 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 | 0.3 | 0.28 | 1.04 | 2.26 | 5.69 | 6.08 | 4.98 | 5.01 | 5.45 | |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 589.53 | 0.17 | 0.47 | 0.44 | 1.29 | 2.64 | 5.58 | 6.26 | 5.34 | - | 5.12 | |
| 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 | -0.03 | -0.02 | 0.37 | 1.17 | 4.92 | 5.53 | 4.08 | 5.59 | 7.17 | |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,102.84 | 2.25 | -1.77 | -2.71 | -1.22 | 1.3 | 4.74 | 14.53 | 12.75 | 14.43 | 14.7 | |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 19.92 | 1.14 | -0.67 | -0.79 | 0.22 | 0.78 | 4.04 | 6.9 | 7.17 | 6.78 | 7.08 | |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,788.86 | 2.05 | -3.46 | -4.18 | -5.83 | -2.56 | 3.88 | - | - | - | 3.15 | |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 1,015.53 | 2.11 | -1.49 | -2.88 | -0.11 | 3.54 | - | - | - | - | 3.6 | |
| 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 | -6.1 | -5.97 | -9.04 | -4.78 | -4.92 | 14.57 | 13.5 | 14.01 | 11.95 | |
