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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 | 309.05 | 1.81 | 3.27 | 2.39 | 5.96 | 12.9 | 24.96 | - | - | - | 17.03 | |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 166.06 | 2.08 | 0.53 | 1.67 | 3.04 | 7.13 | 22.28 | 20.23 | 17.96 | 16.49 | 14.57 | |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 15.68 | 2.38 | 2.54 | 2.39 | 5.11 | 15.32 | 20.89 | 20.13 | 13.89 | 13.56 | 7.95 | |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 1,329.29 | 1.73 | -3.79 | -3.4 | -3.92 | 1.38 | 13.48 | 24.58 | 21.6 | 15.79 | 23.36 | |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 480.89 | 1.86 | -5.04 | -4.68 | -5.77 | -2.29 | 12.7 | 18.03 | 18.81 | - | 18.27 | |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 13.28 | 1.08 | -2.08 | -1.66 | -1.88 | 3.03 | 12.46 | 18.43 | 16.14 | 12.87 | 11.32 | |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 94.74 | 2.35 | -4.18 | -3.93 | -4.53 | -1.04 | 10.78 | 21.64 | 21.87 | 14.73 | 11.53 | |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 140.15 | 2.18 | -3.74 | -3.32 | -3.01 | 0.01 | 10.0 | 15.24 | 15.56 | 14.7 | 14.07 | |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 698.67 | 1.79 | -3.7 | -3.23 | -3.95 | 1.29 | 9.98 | 16.69 | 16.32 | 15.34 | 13.96 | |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 212.82 | 2.03 | -3.73 | -3.3 | -3.02 | -0.14 | 9.96 | 14.79 | - | - | 12.04 | |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 10-05-2005 | 147.69 | 2.24 | -3.34 | -2.7 | -2.0 | -0.04 | 9.74 | 13.48 | 14.52 | 12.54 | 14.53 | |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 91.93 | 2.28 | -1.14 | -0.49 | -0.38 | 4.14 | 9.61 | 16.99 | 16.06 | 15.84 | 13.13 | |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 01-01-2013 | 290.77 | 1.98 | -4.74 | -4.36 | -6.13 | -1.2 | 8.44 | 17.25 | 17.0 | 14.95 | 15.13 | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 784.6 | 1.76 | -2.21 | -2.18 | -2.36 | 0.88 | 8.42 | 12.95 | 12.78 | 12.4 | 10.6 | |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 336.36 | 1.91 | -2.1 | -1.45 | -1.04 | 1.86 | 8.04 | 12.68 | 12.86 | 13.08 | 16.87 | |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 340.06 | 1.93 | -4.74 | -4.44 | -6.91 | -3.84 | 7.43 | 19.14 | 21.52 | 14.2 | 16.48 | |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 01-01-2013 | 173.65 | 2.05 | -1.85 | -1.8 | -1.96 | 1.02 | 7.36 | 10.76 | 9.92 | 9.66 | 9.71 | |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 183.54 | 0.32 | 0.25 | 0.35 | 1.28 | 2.73 | 7.08 | 7.21 | 5.97 | - | 6.16 | |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 120.67 | 2.15 | -1.13 | -1.08 | -0.95 | 1.43 | 7.06 | 11.26 | 9.79 | 8.73 | 8.23 | |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 37.69 | 0.44 | -0.19 | -0.13 | 0.46 | 1.84 | 6.76 | 7.23 | 5.58 | 6.52 | 7.3 | |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 76.82 | 0.64 | -0.18 | -0.16 | 0.38 | 1.69 | 6.73 | 7.02 | 5.8 | 7.2 | 6.94 | |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 18.97 | 0.72 | 0.04 | 0.09 | 0.8 | 2.02 | 6.71 | 7.19 | 7.16 | 6.19 | 7.17 | |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 47.21 | 1.21 | 0.09 | 0.17 | 0.93 | 2.28 | 6.37 | 6.7 | 7.09 | 5.84 | 7.03 | |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 596.54 | 0.35 | 0.39 | 0.45 | 1.39 | 2.81 | 6.27 | 6.86 | 5.78 | 5.99 | 6.87 | |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 110.28 | 2.25 | -2.94 | -2.51 | -2.72 | -0.24 | 6.12 | 14.72 | 14.25 | 14.14 | 14.65 | |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 32.14 | 1.01 | 0.42 | 0.53 | 1.51 | 2.79 | 6.03 | 6.65 | 5.25 | - | 4.15 | |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 01-01-2013 | 199.58 | 1.42 | 0.17 | 0.26 | 0.99 | 2.18 | 5.66 | 6.07 | 4.96 | 5.01 | 5.45 | |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 58.95 | 0.17 | 0.39 | 0.43 | 1.3 | 2.64 | 5.61 | 6.27 | 5.33 | - | 5.12 | |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 3.6 | 2.06 | -0.03 | -0.05 | 0.48 | 1.16 | 5.03 | 5.61 | 3.96 | 5.54 | 7.18 | |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 178.89 | 2.05 | -5.0 | -4.73 | -7.79 | -4.41 | 4.72 | - | - | - | 2.14 | |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 1.99 | 1.14 | -0.75 | -0.61 | 0.05 | 0.58 | 4.18 | 7.08 | 7.51 | 6.74 | 7.08 | |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 101.55 | 2.11 | -2.17 | -1.82 | -0.23 | 2.87 | - | - | - | - | 2.89 | |
| Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth | Fund of Funds-Income Plus Arbitrage | 05-01-2025 | 0 | 0.0 | - | - | - | - | - | - | - | - | 0.12 | |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 158.35 | 2.16 | -7.49 | -7.35 | -10.89 | -6.01 | -0.26 | 14.65 | 14.03 | 13.75 | 11.88 | |
