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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 | 5.21 | 4.83 | 6.82 | 14.61 | 26.21 | - | - | - | 18.09 | |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 166.06 | 2.08 | 0.99 | 2.47 | 3.27 | 7.5 | 20.86 | 20.39 | 18.13 | 16.43 | 14.6 | |
| Sundaram Global Brand Theme-Equity Active FOF - Regular Growth | Fund of Funds-Overseas | 24-08-2007 | 15.68 | 2.38 | 1.65 | 1.5 | 3.67 | 14.68 | 19.18 | 19.76 | 13.5 | 13.37 | 7.89 | |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 480.89 | 1.86 | -4.38 | -4.02 | -5.06 | -0.81 | 12.78 | 18.28 | 19.09 | - | 18.37 | |
| 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 | -1.77 | -0.88 | -2.52 | 2.54 | 11.27 | 18.53 | 16.61 | 12.7 | 11.33 | |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 1,329.29 | 1.73 | -3.6 | -2.93 | -4.35 | 0.88 | 10.89 | 24.64 | 21.79 | 15.62 | 23.36 | |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 94.74 | 2.35 | -3.36 | -2.53 | -4.71 | -1.16 | 10.02 | 21.96 | 22.15 | 14.71 | 11.57 | |
| Sundaram ELSS Tax Saver Fund Regular Growth | Equity: ELSS | 01-01-2013 | 140.15 | 2.18 | -3.59 | -2.84 | -3.56 | -0.23 | 8.74 | 15.28 | 15.77 | 14.6 | 14.07 | |
| Sundaram Flexicap Fund Regular Growth | Equity: Flexi Cap | 06-09-2022 | 212.82 | 2.03 | -3.58 | -2.83 | -3.57 | -0.36 | 8.62 | 14.83 | - | - | 12.08 | |
| Sundaram Value Fund Regular Plan - Growth | Equity: Value | 10-05-2005 | 147.69 | 2.24 | -3.15 | -2.23 | -2.74 | -0.26 | 8.47 | 13.54 | 14.75 | 12.4 | 14.54 | |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan | Equity: Dividend Yield | 01-02-2013 | 91.93 | 2.28 | -0.78 | 0.2 | -0.76 | 4.05 | 8.46 | 17.12 | 16.47 | 15.74 | 13.14 | |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 698.67 | 1.79 | -3.48 | -2.67 | -4.26 | 0.71 | 8.35 | 16.76 | 16.58 | 15.22 | 13.98 | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Hybrid: Aggressive | 01-01-2013 | 784.6 | 1.76 | -2.18 | -1.87 | -2.72 | 0.48 | 7.35 | 12.95 | 12.91 | 12.3 | 10.6 | |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 05-09-2018 | 183.54 | 0.32 | 0.26 | 0.32 | 1.27 | 2.73 | 7.05 | 7.21 | 5.97 | - | 6.16 | |
| 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 | -0.17 | -0.14 | 0.46 | 1.85 | 6.77 | 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 | -0.16 | -0.16 | 0.38 | 1.73 | 6.76 | 7.02 | 5.81 | 7.21 | 6.94 | |
| Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | Equity: Large Cap | 05-10-2020 | 336.36 | 1.91 | -2.25 | -1.29 | -1.74 | 1.02 | 6.71 | 12.6 | 13.01 | 12.92 | 16.86 | |
| 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 | 0.05 | 0.76 | 2.02 | 6.69 | 7.18 | 7.16 | 6.19 | 7.17 | |
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option | Hybrid: Dynamic Asset Allocation | 01-01-2013 | 173.65 | 2.05 | -1.8 | -1.51 | -2.27 | 0.74 | 6.63 | 10.76 | 10.03 | 9.58 | 9.72 | |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | Equity: Multi Cap | 01-01-2013 | 290.77 | 1.98 | -4.69 | -3.79 | -6.56 | -2.01 | 6.54 | 17.25 | 17.16 | 14.84 | 15.13 | |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | Hybrid: Equity Savings | 05-01-2013 | 120.67 | 2.15 | -1.12 | -0.94 | -1.14 | 1.15 | 6.52 | 11.25 | 9.88 | 8.7 | 8.23 | |
| Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option | Debt: Low Duration | 01-01-2013 | 47.21 | 1.21 | 0.08 | 0.13 | 0.91 | 2.26 | 6.34 | 6.69 | 7.08 | 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 | 0.4 | 0.45 | 1.39 | 2.81 | 6.26 | 6.86 | 5.78 | 5.99 | 6.87 | |
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | Hybrid: Arbitrage | 21-04-2016 | 32.14 | 1.01 | 0.44 | 0.52 | 1.53 | 2.84 | 5.98 | 6.65 | 5.28 | - | 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 | 0.22 | 0.98 | 2.17 | 5.64 | 6.06 | 4.96 | 5.01 | 5.45 | |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 58.95 | 0.17 | 0.4 | 0.43 | 1.3 | 2.64 | 5.6 | 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 | -0.07 | -0.09 | 0.39 | 1.14 | 5.01 | 5.6 | 3.95 | 5.53 | 7.17 | |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 1.99 | 1.14 | -0.65 | -0.46 | -0.02 | 0.59 | 4.17 | 7.11 | 7.57 | 6.72 | 7.08 | |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 10-02-2005 | 340.06 | 1.93 | -5.17 | -4.26 | -7.61 | -5.15 | 4.0 | 18.94 | 21.25 | 14.07 | 16.45 | |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option | Equity: Focused | 05-01-2013 | 110.28 | 2.25 | -3.9 | -3.06 | -3.92 | -1.8 | 3.61 | 14.32 | 14.27 | 13.86 | 14.59 | |
| Sundaram Business Cycle Fund Regular Plan Growth | Equity: Thematic-Business-Cycle | 25-06-2024 | 178.89 | 2.05 | -5.25 | -4.45 | -8.24 | -5.34 | 2.89 | - | - | - | 1.98 | |
| Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth | Fund of Funds-Income Plus Arbitrage | 05-01-2025 | 0 | 0.0 | - | - | - | - | - | - | - | - | 0.16 | |
| Sundaram Multi-Factor Fund - Regular - Growth | Equity: Thematic-Others | 02-07-2024 | 101.55 | 2.11 | -1.65 | -0.84 | -0.1 | 3.41 | - | - | - | - | 3.43 | |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | Equity: Thematic-Consumption | 12-05-2006 | 158.35 | 2.16 | -8.33 | -7.76 | -12.06 | -7.28 | -2.37 | 14.29 | 13.92 | 13.45 | 11.83 | |