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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	20.41	3.07	9.6	24.58	26.36	21.8	15.28	11.66	7.74
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,798.62	1.84	16.28	3.47	6.17	9.22	14.3	-	-	-	15.95
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,425.86	1.86	10.12	4.46	2.91	9.2	9.96	18.06	24.85	-	19.73
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,513.67	2.1	12.83	5.94	2.57	4.25	8.29	18.14	22.34	14.55	14.52
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	797.62	0.55	6.96	0.76	1.34	3.03	8.07	7.46	5.91	7.23	7.01
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	400.2	0.0	6.92	0.76	1.41	3.04	8.03	7.65	5.64	6.66	7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	195.11	0.89	6.54	0.63	1.25	2.91	7.66	7.51	7.16	6.22	7.22
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,760.95	0.29	6.32	0.49	1.45	3.35	7.54	7.32	5.87	-	6.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	389.65	0.0	5.95	0.48	1.35	3.1	7.05	6.95	7.05	5.91	7.07
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	7,366.98	0.0	5.44	0.47	1.42	2.94	6.64	6.94	5.66	6.04	6.88
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,152.68	2.14	5.84	1.78	1.64	4.52	6.3	10.97	11.4	8.56	8.35
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,356.01	2.19	6.48	3.5	2.07	7.44	6.23	14.71	20.47	14.05	14.29
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	316.44	1.0	5.03	0.45	1.21	2.57	6.18	6.66	5.02	-	4.09
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,111.91	0.0	5.11	0.41	1.19	2.73	6.14	6.21	4.87	5.11	5.47
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	42.15	1.83	5.16	0.58	0.72	1.72	6.13	6.0	3.94	5.43	7.22
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,585.11	1.74	4.16	5.17	4.35	12.95	6.1	24.2	27.12	15.49	23.84
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	392.88	0.16	4.84	0.45	1.34	2.69	5.96	6.33	5.21	-	5.11
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,828.73	1.99	5.74	4.29	3.33	11.02	5.85	17.55	22.23	14.67	15.57
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,063.86	2.02	5.94	3.48	1.96	7.75	5.82	14.49	-	-	13.99
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,442.01	2.26	5.59	3.53	1.29	6.63	5.81	12.85	19.0	11.91	14.82
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,808.48	2.02	3.11	2.11	1.59	8.1	5.14	-	-	-	8.13
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,589.62	2.18	3.01	3.26	4.11	7.24	4.9	16.12	20.02	14.59	12.66
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,678.45	2.06	4.83	2.67	2.09	4.43	4.73	10.83	12.15	9.44	10.0
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	123.06	1.08	8.08	3.1	4.32	8.89	4.53	17.27	21.46	12.15	11.51
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,944.38	1.79	4.14	3.01	2.18	4.76	4.5	12.65	16.29	11.92	10.78
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,740.02	1.8	3.31	4.28	3.71	8.76	4.22	16.3	21.1	15.01	14.37
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.88	1.85	3.22	1.21	0.16	0.02	3.54	7.16	8.27	6.71	7.18
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	942.19	2.4	5.26	4.04	2.48	11.17	3.28	22.07	27.88	14.59	11.97
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,279.53	1.92	3.42	3.15	0.85	3.6	2.6	11.72	16.56	12.26	17.08
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,340.55	1.93	3.13	4.77	2.25	14.92	1.61	20.75	27.58	14.22	17.11
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	893.99	2.29	2.48	3.75	3.7	5.76	0.88	16.46	20.05	14.89	13.31
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,072.73	2.27	0.81	2.62	0.23	5.93	0.56	13.03	18.85	13.37	14.94
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	903.43	2.21	-	3.42	2.82	-	-	-	-	-	2.85