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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 Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 1,261.93 | 1.72 | -9.0 | -8.03 | -7.19 | -3.09 | 17.92 | 20.99 | 21.17 | 14.42 | 24.0 | |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 24-08-2007 | 11.68 | 2.31 | 3.66 | 3.81 | 8.27 | 9.39 | 17.51 | 10.8 | 12.78 | 9.04 | 7.17 | |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 691.29 | 1.79 | -7.17 | -6.62 | -3.74 | -1.89 | 16.28 | 15.97 | 19.96 | 14.98 | 15.0 | |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 97.48 | 2.38 | -6.51 | -5.97 | -8.24 | -9.05 | 13.51 | 17.79 | 21.62 | 12.93 | 11.79 | |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 389.94 | 1.89 | -3.95 | -3.66 | -4.45 | 0.67 | 13.4 | 13.99 | 19.65 | - | 19.78 | |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 158.41 | 2.19 | -6.05 | -4.7 | -6.59 | -2.15 | 13.13 | 16.69 | 15.97 | 13.37 | 12.66 | |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 110.36 | 2.21 | -4.84 | -4.79 | -6.36 | -5.14 | 11.94 | 11.15 | 17.1 | 12.26 | 15.24 | |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 05-01-2013 | 277.21 | 1.99 | -5.79 | -4.42 | -6.18 | -4.72 | 11.84 | 12.88 | 18.34 | 13.06 | 15.55 | |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 05-01-2013 | 134.61 | 2.22 | -4.34 | -3.84 | -5.06 | -4.62 | 11.36 | 12.15 | 17.57 | 12.53 | 14.28 | |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 105.14 | 2.17 | -1.3 | -1.23 | -1.22 | 1.57 | 10.99 | 9.72 | 10.27 | 8.06 | 8.31 | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 554.38 | 1.83 | -4.41 | -3.33 | -4.85 | -2.66 | 10.98 | 10.37 | 13.76 | 10.52 | 10.76 | |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 340.14 | 1.95 | -6.47 | -6.57 | -6.16 | -2.7 | 10.59 | 16.41 | 24.43 | 13.15 | 17.25 | |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 207.46 | 2.02 | -4.54 | -4.14 | -4.98 | -2.99 | 10.56 | - | - | - | 13.84 | |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth | Index Fund | 02-01-2013 | 9.67 | 1.04 | -3.76 | -3.42 | -7.87 | -9.34 | 10.36 | 13.37 | 17.17 | 9.99 | 11.37 | |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 92.91 | 2.27 | -4.4 | -4.31 | -6.51 | -7.29 | 8.87 | 14.03 | 18.39 | 13.31 | 13.46 | |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 02-01-2013 | 153.34 | 2.08 | -2.99 | -2.4 | -3.68 | -1.84 | 8.66 | 9.38 | 12.94 | 8.65 | 9.97 | |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 152.89 | 2.19 | -4.35 | -3.75 | -5.06 | -5.08 | 8.35 | 10.8 | 14.38 | 10.61 | 14.87 | |
| Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 33.57 | 0.4 | 0.42 | 0.68 | 1.68 | 3.96 | 7.99 | 6.05 | 5.64 | 6.68 | 7.32 | |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | Debt: Short Duration | 01-01-2013 | 21.85 | 0.85 | 0.43 | 0.65 | 1.67 | 4.06 | 7.93 | 6.16 | - | - | 6.09 | |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 21.85 | 0.85 | 0.43 | 0.65 | 1.67 | 4.06 | 7.93 | 6.17 | 7.58 | 6.2 | 7.19 | |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 71.2 | 0.56 | 0.38 | 0.64 | 1.6 | 3.96 | 7.92 | 6.0 | 6.38 | 7.22 | 6.95 | |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 57.4 | 0.27 | 0.41 | 0.63 | 1.73 | 3.56 | 7.43 | 6.45 | 5.55 | - | 6.02 | |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 340.72 | 1.89 | -3.48 | -3.15 | -5.59 | -5.56 | 7.31 | 10.23 | 13.58 | 10.72 | 17.35 | |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option | Debt: Liquid | 05-01-2013 | 594.59 | 0.32 | 0.41 | 0.59 | 1.72 | 3.5 | 7.28 | 6.44 | 5.32 | 6.2 | 6.9 | |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units | Debt: Liquid | 01-01-2013 | 594.59 | 0.32 | 0.41 | 0.59 | 1.72 | 3.5 | 7.28 | 6.43 | - | - | 6.38 | |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 41.03 | 1.13 | 0.38 | 0.57 | 1.61 | 3.59 | 7.2 | 6.02 | 6.87 | 6.0 | 7.06 | |
| Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units | Debt: Low Duration | 02-01-2013 | 41.03 | 1.13 | 0.37 | 0.57 | 1.61 | 3.59 | 7.2 | 6.01 | - | - | 5.97 | |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 2.76 | 2.14 | -0.59 | -0.34 | -0.46 | 1.32 | 6.99 | 6.41 | 8.1 | 6.83 | 7.29 | |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 23.43 | 1.0 | 0.47 | 0.57 | 1.65 | 3.24 | 6.88 | 5.93 | 4.46 | - | 3.93 | |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 77.79 | 0.18 | 0.39 | 0.55 | 1.61 | 3.23 | 6.58 | 5.98 | 4.84 | - | 5.03 | |
| Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option | Debt: Ultra Short Duration | 11-01-2013 | 209.07 | 1.48 | 0.33 | 0.52 | 1.48 | 3.05 | 6.36 | 5.44 | 4.58 | 5.32 | 5.44 | |
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 4.45 | 2.18 | 0.41 | 0.63 | 1.43 | 3.21 | 6.33 | 4.27 | 4.03 | 5.33 | 7.25 | |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 142.43 | 2.13 | -3.22 | -3.4 | -5.94 | -8.24 | 4.92 | 14.91 | 13.88 | 11.43 | 14.19 | |
| Sundaram Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 03-01-2024 | 242.9 | 1.86 | -0.86 | -0.36 | -3.0 | -2.13 | - | - | - | - | 10.57 | |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Others | 25-06-2024 | 160.2 | 2.03 | -5.31 | -4.35 | -3.35 | 1.89 | - | - | - | - | 2.03 | |