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Return (%)
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 Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 10-06-2008 618.26 2.5 16.32 4.23 8.79 24.62 10.08 12.21 10.78 13.37 14.0
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 12-05-2006 1,250.68 2.25 10.67 -0.3 1.4 19.65 7.97 14.69 8.13 14.61 11.88
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 10-05-2005 1,814.87 2.12 6.32 1.77 3.55 16.98 6.18 15.38 8.56 13.26 15.15
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Hybrid: Dynamic Asset Allocation 02-01-2013 1,595.34 2.07 5.85 1.72 2.89 11.19 5.36 14.0 9.33 10.86 9.84
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity: ELSS 02-01-2013 984.43 2.35 6.87 1.81 4.2 16.94 5.16 19.1 9.88 15.92 14.24
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth Equity: Large Cap 01-10-2020 3,108.64 1.93 6.27 4.17 6.09 16.68 4.82 14.4 12.06 13.0 17.97
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option Debt: Liquid 05-01-2013 2,465.81 0.28 4.19 0.55 1.49 2.72 4.52 4.04 5.04 6.62 6.87
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan Equity: Dividend Yield 05-02-2013 344.48 2.72 3.59 3.19 4.72 13.2 4.47 18.07 11.18 13.8 12.84
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 05-09-2018 32.65 0.33 4.0 0.53 1.39 2.62 4.32 4.33 - - 5.4
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 05-03-2019 1,051.79 0.21 4.01 0.48 1.42 2.58 4.32 3.61 - - 4.14
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 01-07-2002 7,472.63 1.84 5.56 0.44 1.6 19.68 4.08 18.58 7.58 16.48 23.7
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option Hybrid: Equity Savings 15-01-2013 406.85 2.36 4.88 0.68 2.61 7.83 4.04 8.81 6.89 7.28 7.95
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option Debt: Low Duration 05-01-2013 392.67 0.98 3.6 0.69 1.35 2.41 3.91 6.88 4.7 6.53 7.09
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 10-02-2007 5,243.39 1.89 3.73 5.53 5.99 20.79 3.71 19.57 11.51 18.24 14.25
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Hybrid: Aggressive 02-01-2013 3,131.9 2.0 4.2 2.53 3.69 13.18 3.39 14.16 10.06 11.89 10.58
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option Debt: Ultra Short Duration 05-01-2013 1,111.01 1.43 3.1 0.48 1.12 2.14 3.37 3.41 3.59 6.03 5.33
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan Debt: Short Duration 01-01-2013 208.39 0.93 2.96 0.78 1.37 2.52 3.26 7.65 5.0 6.68 7.18
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 30-12-2004 1,046.57 0.54 2.99 0.6 1.14 2.43 3.19 5.81 6.54 7.42 6.93
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 29-09-2005 639.57 2.56 4.44 2.79 3.51 14.53 3.04 19.47 8.07 11.89 10.29
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth Hybrid: Arbitrage 21-04-2016 56.21 1.02 2.76 0.17 0.96 1.6 2.82 2.54 2.17 - 2.92
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 01-03-2010 31.4 2.16 2.71 1.32 2.13 5.46 2.78 8.18 5.04 7.71 7.23
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 30-12-2004 458.79 0.4 2.46 0.79 1.04 2.49 2.71 4.43 5.73 7.03 7.33
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 30-12-2004 458.79 0.36 2.43 0.79 1.04 2.49 2.68 4.42 5.72 6.52 6.7
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 21-09-2018 2,360.76 2.02 5.63 2.75 4.54 17.21 1.77 21.63 - - 21.01
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Index Fund 02-01-2013 56.81 0.95 3.12 2.59 1.18 13.78 1.46 15.79 8.9 11.08 10.81
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Equity: Focused 05-01-2013 786.78 2.45 2.73 3.24 4.65 17.65 0.98 18.58 13.09 14.6 15.3
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option Equity: Multi Cap 02-01-2013 1,898.96 2.14 0.5 0.74 1.71 15.72 0.55 17.69 9.29 15.61 15.26
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 18-12-1997 43.9 2.15 0.36 0.88 0.78 2.1 0.3 2.77 4.18 6.13 7.39
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units Debt: Liquid 01-01-2013 2,465.81 0.28 - 0.54 1.49 2.72 - - - - 4.18
Sundaram Flexicap Fund Regular Growth Equity: Flexi Cap 06-09-2022 1,842.09 2.07 - 2.39 - - - - - - 1.84
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units Debt: Short Duration 01-01-2013 208.39 0.93 - 0.78 1.37 2.52 - - - - 2.93
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units Debt: Low Duration 02-01-2013 392.67 0.98 - 0.69 1.35 2.41 - - - - 3.56
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 10-02-2005 2,079.89 2.09 -1.07 -0.53 3.52 18.72 -0.05 26.01 7.25 16.77 16.42
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 24-08-2007 111.92 2.31 -13.57 6.24 0.03 5.48 -13.49 8.08 5.91 5.4 5.42

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