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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 Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	123	2.38	24.39	2.36	6.45	16.64	22.96	22.3	12.78	12.39	7.86
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,012.1	1.83	18.55	-0.12	5.48	7.82	18.59	-	-	-	15.65
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,665.37	2.08	15.84	-0.89	8.77	1.78	15.52	17.58	17.05	15.21	14.55
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,765.94	1.86	9.78	-1.11	4.07	-0.13	9.37	18.18	20.02	-	19.2
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	377.28	0.41	7.54	0.09	1.34	2.52	7.6	7.45	5.64	6.59	7.34
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	772.35	0.55	7.51	0.03	1.28	2.44	7.57	7.24	5.77	7.28	6.98
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,903.96	0.29	7.3	0.44	1.42	2.96	7.36	7.27	5.95	-	6.19
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	193.64	0.89	7.28	0.19	1.33	2.47	7.34	7.34	7.12	6.23	7.2
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	131.9	1.08	7.25	-0.77	2.31	1.07	7.33	17.16	16.66	12.31	11.4
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,410.82	2.21	6.86	-0.93	3.87	1.94	6.83	15.46	16.24	14.07	14.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	382.89	1.15	6.75	0.3	1.24	2.66	6.8	6.83	7.08	5.88	7.05
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,744.65	0.32	6.36	0.44	1.38	2.81	6.41	6.88	5.74	6.01	6.88
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,149.11	2.01	6.29	-0.93	3.82	1.9	6.21	14.76	-	-	13.36
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	338.18	1.0	6.1	0.47	1.47	2.68	6.17	6.66	5.19	-	4.13
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,442.01	2.26	6.11	-0.56	4.04	1.29	6.1	13.58	14.96	11.97	14.73
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,199.96	2.13	6.02	-0.78	1.96	1.41	5.99	11.25	9.95	8.69	8.3
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,316.11	1.48	5.87	0.34	1.14	2.41	5.93	6.13	4.94	5.05	5.46
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	36.37	1.83	5.67	0.06	1.07	1.5	5.75	5.77	3.91	5.53	7.2
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	438.49	0.16	5.7	0.42	1.3	2.64	5.72	6.3	5.29	-	5.12
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,752.7	2.05	4.56	-1.34	2.4	1.07	4.67	10.34	10.17	9.45	9.86
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.52	1.85	4.07	0.24	2.05	0.76	4.13	7.06	7.62	6.67	7.15
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,394.2	1.91	4.14	-1.06	3.87	0.41	4.09	11.88	12.96	12.58	16.98
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,645.73	1.75	3.82	-1.61	2.69	0.88	4.02	12.39	13.11	12.0	10.7
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,915.11	1.98	3.41	-1.96	1.99	0.89	3.74	17.42	17.77	14.4	15.35
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	961.89	2.39	2.97	-2.09	1.78	-0.95	3.69	21.76	22.43	14.19	11.75
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,346.65	1.72	3.0	-1.68	3.99	1.98	3.33	24.01	22.6	15.15	23.59
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	923.45	2.28	2.4	-0.79	3.66	1.7	2.55	16.65	16.29	14.86	13.19
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	7,048.03	1.81	2.44	-1.71	3.4	1.95	2.42	16.29	16.83	14.92	14.19
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,103.02	2.26	0.84	-0.79	2.66	-0.31	0.75	13.7	14.5	13.55	14.81
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,820.5	2.01	-0.04	-1.89	-1.01	-2.44	0.17	-	-	-	5.03
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	995.06	2.11	-	-0.36	4.9	-	-	-	-	-	4.32
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,451.04	1.93	-0.91	-2.63	0.67	-2.05	-0.24	19.66	22.03	13.41	16.74
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,628.3	2.17	-0.99	-3.04	-0.75	-1.38	-0.85	15.68	15.14	13.87	12.32