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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 | 2.77 | 1.75 | 5.6 | 12.13 | 19.93 | - | - | - | 16.52 | |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 1,660.65 | 2.08 | 0.71 | -1.98 | 4.13 | 9.56 | 16.54 | 19.63 | 15.14 | 16.67 | 14.56 | |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 156.8 | 2.38 | -1.05 | -2.18 | 2.57 | 12.46 | 14.96 | 17.24 | 12.23 | 12.88 | 7.73 | |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 947.4 | 2.35 | 0.77 | -0.21 | 0.39 | 3.51 | 14.28 | 23.07 | 20.75 | 15.51 | 11.79 | |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 13,292.89 | 1.73 | -0.95 | -1.45 | -0.37 | 4.39 | 11.69 | 24.97 | 20.7 | 16.18 | 23.48 | |
| 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 | -0.34 | -1.83 | 0.79 | 5.46 | 10.87 | 19.42 | 15.19 | 12.97 | 11.38 | |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 6,986.67 | 1.79 | -1.27 | -1.84 | -0.31 | 4.09 | 8.81 | 17.22 | 15.14 | 15.68 | 14.09 | |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 4,808.86 | 1.86 | -2.67 | -3.95 | -2.9 | 2.25 | 8.3 | 18.65 | 17.86 | - | 18.6 | |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 1,401.54 | 2.18 | -2.03 | -2.21 | -0.21 | 2.24 | 8.23 | 15.53 | 14.06 | 15.07 | 14.12 | |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 2,128.18 | 2.03 | -2.02 | -2.2 | -0.23 | 2.27 | 7.94 | 15.09 | - | - | 12.53 | |
| 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 | -2.08 | -2.51 | -2.1 | 1.82 | 7.65 | 17.8 | 15.81 | 15.44 | 15.24 | |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 10-05-2005 | 1,476.88 | 2.24 | -2.0 | -2.11 | 0.18 | 1.94 | 7.47 | 13.53 | 13.02 | 12.81 | 14.59 | |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 919.27 | 2.28 | -0.53 | -1.03 | 1.3 | 5.49 | 7.2 | 16.74 | 14.81 | 15.98 | 13.14 | |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 1,835.43 | 0.32 | 0.46 | 0.4 | 1.35 | 2.81 | 7.07 | 7.23 | 6.0 | - | 6.17 | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 7,846.01 | 1.76 | -0.87 | -1.25 | -0.03 | 2.51 | 6.89 | 13.22 | 11.79 | 12.51 | 10.64 | |
| 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 | 0.11 | 0.13 | 0.59 | 2.09 | 6.74 | 7.27 | 5.63 | 6.53 | 7.31 | |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 768.2 | 0.64 | 0.07 | 0.09 | 0.48 | 1.95 | 6.63 | 7.05 | 5.95 | 7.26 | 6.95 | |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | Debt: Short Duration | 01-01-2013 | 189.66 | 0.72 | 0.23 | 0.2 | 0.8 | 2.21 | 6.62 | 7.19 | 7.27 | 6.21 | 7.17 | |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 1,206.72 | 2.15 | -0.29 | -0.56 | 0.41 | 2.26 | 6.57 | 11.41 | 9.31 | 8.81 | 8.26 | |
| 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 | -0.65 | -0.98 | 0.07 | 2.44 | 6.46 | 11.01 | 9.54 | 9.8 | 9.78 | |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 472.15 | 1.21 | 0.31 | 0.28 | 1.01 | 2.4 | 6.37 | 6.72 | 7.13 | 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 | 0.56 | 0.47 | 1.43 | 2.85 | 6.26 | 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 | 0.72 | 0.63 | 1.65 | 2.93 | 6.14 | 6.69 | 5.33 | - | 4.17 | |
| 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 | -1.26 | -1.66 | 0.65 | 3.3 | 5.66 | 12.61 | 11.35 | 13.19 | 16.89 | |
| 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 | 0.35 | 0.29 | 1.05 | 2.25 | 5.65 | 6.08 | 4.99 | 5.01 | 5.46 | |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 589.53 | 0.17 | 0.51 | 0.42 | 1.29 | 2.63 | 5.56 | 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 | 0.01 | -0.02 | 0.28 | 1.33 | 4.9 | 5.57 | 4.11 | 5.57 | 7.17 | |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 3,400.63 | 1.93 | -1.69 | -2.92 | -3.52 | 1.34 | 4.22 | 19.87 | 20.85 | 14.79 | 16.63 | |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 1,102.84 | 2.25 | -2.54 | -3.0 | -1.33 | 1.06 | 3.62 | 14.34 | 12.34 | 14.19 | 14.65 | |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 19.92 | 1.14 | -0.89 | -0.62 | 0.03 | 0.92 | 3.43 | 6.84 | 7.14 | 6.75 | 7.06 | |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 1,788.86 | 2.05 | -3.5 | -3.59 | -4.16 | -2.23 | 2.66 | - | - | - | 3.11 | |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 1,015.53 | 2.11 | -1.53 | -2.6 | 1.26 | 3.46 | - | - | - | - | 3.56 | |
| Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth | Fund of Funds-Income Plus Arbitrage | 05-01-2025 | 0 | 0.0 | - | - | - | - | - | - | - | - | 0.39 | |
| 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 | -4.53 | -4.18 | -7.16 | -3.06 | -0.83 | 15.05 | 13.71 | 14.04 | 12.04 | |
