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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	12.3	2.38	17.09	1.91	8.32	25.99	22.03	22.31	13.4	11.12	7.59
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	279.86	1.84	17.0	3.02	5.73	8.9	14.29	-	-	-	16.59
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	151.37	2.1	13.34	5.11	0.66	2.86	9.5	18.95	21.64	14.29	14.57
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	79.76	0.55	6.86	0.73	1.2	2.95	8.1	7.49	5.89	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	40.02	0.0	6.83	0.77	1.28	2.99	8.09	7.72	5.65	6.66	7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	19.51	0.89	6.46	0.57	1.13	2.93	7.7	7.56	7.15	6.21	7.22
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	176.09	0.29	6.19	0.5	1.41	3.32	7.57	7.32	5.86	-	6.2
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	442.59	1.86	10.57	1.42	2.43	10.8	7.16	18.95	24.85	-	19.89
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	38.96	0.0	5.84	0.51	1.33	3.1	7.11	6.97	7.04	5.92	7.07
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	736.7	0.0	5.28	0.47	1.39	2.93	6.64	6.95	5.64	6.04	6.89
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	31.64	1.0	4.98	0.55	1.27	2.68	6.21	6.64	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	211.19	0.0	5.0	0.42	1.17	2.71	6.19	6.21	4.87	5.12	5.47
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.21	1.83	5.09	0.35	0.52	1.73	6.09	6.1	3.93	5.4	7.23
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	115.27	2.14	6.01	1.18	1.42	4.43	5.98	11.42	11.24	8.51	8.36
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	39.29	0.16	4.69	0.43	1.32	2.69	5.95	6.34	5.2	-	5.11
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	135.6	2.19	6.58	1.22	1.08	6.78	5.73	15.45	20.12	13.86	14.31
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	206.39	2.02	6.05	1.22	0.96	7.09	5.3	15.15	-	-	14.13
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	282.87	1.99	5.72	2.22	2.51	9.98	5.14	17.85	21.76	14.47	15.58
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	180.85	2.02	3.56	-0.17	0.66	6.7	5.08	-	-	-	8.62
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,258.51	1.74	3.27	1.74	2.25	10.64	4.85	24.14	26.73	15.24	23.82
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	144.2	2.26	5.39	1.06	0.27	5.71	4.56	13.46	18.39	11.71	14.83
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	167.84	2.06	5.08	1.73	1.58	4.55	4.16	11.28	11.98	9.39	10.03
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	694.44	1.79	4.41	1.86	1.57	4.83	3.68	13.36	15.99	11.78	10.81
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	12.31	1.08	8.11	0.51	2.88	7.23	3.65	18.02	21.13	11.84	11.52
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.09	1.85	3.34	0.7	-0.24	0.15	3.42	7.45	8.24	6.71	7.19
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	158.96	2.18	4.0	1.34	3.57	6.49	3.34	16.97	19.99	14.58	12.73
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	674	1.8	3.09	1.65	2.46	8.04	3.06	16.93	20.64	14.78	14.38
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	334.06	1.93	2.76	1.2	0.02	11.47	2.23	20.89	27.15	14.1	17.11
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	94.22	2.4	3.53	0.26	-0.07	8.67	2.0	22.59	27.06	14.27	11.89
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	327.95	1.92	3.96	1.55	0.97	3.98	1.76	12.95	16.26	12.05	17.12
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	89.4	2.29	2.51	2.21	2.08	4.85	0.43	17.35	19.67	14.68	13.32
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	107.27	2.27	1.65	1.17	0.61	5.64	0.06	14.41	18.7	13.25	15.01
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	90.34	2.21	-	1.21	2.86	-	-	-	-	-	2.86