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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	7.82	0.76	11.55	1.44	15.8	15.7	12.92	10.0	7.19
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	77.16	0.55	5.75	0.49	1.83	4.97	9.07	7.39	5.97	7.45	7.03
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	46.84	0.41	5.65	0.48	1.77	4.86	8.96	7.46	5.64	6.72	7.39
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	21.71	0.89	5.39	0.44	1.76	4.6	8.81	7.47	7.17	6.33	7.24
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	268.82	1.86	9.38	-0.7	2.95	7.63	8.18	-	-	-	14.02
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	139.64	0.29	4.89	0.48	1.91	4.2	7.97	7.28	5.77	-	6.21
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	36.76	1.15	4.63	0.45	1.77	3.97	7.73	6.88	6.97	5.97	7.09
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	442.88	1.88	4.76	-4.68	3.88	8.28	7.56	18.29	25.1	-	19.65
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.33	2.13	4.58	0.24	1.12	3.87	7.07	5.76	4.0	5.68	7.27
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	570.65	0.32	4.01	0.45	1.51	3.33	6.96	6.94	5.54	6.09	6.9
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	236.78	1.48	3.94	0.39	1.56	3.37	6.57	6.15	4.79	5.2	5.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	25.45	1.01	3.88	0.41	1.39	3.09	6.49	6.63	4.92	-	4.07
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	66.16	0.16	3.5	0.44	1.35	2.86	6.19	6.34	5.09	-	5.1
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	109.19	2.16	4.01	-0.54	2.49	4.55	6.08	11.62	11.46	8.56	8.36
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	182.99	2.02	0.61	-2.11	5.5	5.76	5.57	-	-	-	7.57
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.72	2.15	3.05	-0.49	-0.18	3.19	4.73	7.64	8.47	6.73	7.28
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	160.47	2.09	7.75	-4.39	-0.64	7.67	3.46	19.41	23.25	12.98	14.43
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,281.81	1.73	-0.4	-1.2	8.8	7.71	3.37	24.0	28.17	14.05	23.87
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	210.79	2.0	3.31	-0.99	4.78	6.17	3.33	-	-	-	14.24
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	689.25	1.8	-1.08	-1.74	4.32	5.03	2.88	20.09	23.93	14.86	14.93
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	159.68	2.06	2.31	-1.16	1.96	4.11	2.34	11.05	12.13	9.06	9.99
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	139.45	2.16	3.71	-1.06	4.36	6.19	2.16	15.75	21.05	13.16	14.32
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	642.85	1.79	1.45	-1.44	2.12	4.47	1.78	13.12	16.32	11.21	10.78
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	151.92	2.14	3.45	-1.17	4.21	5.73	1.59	13.91	19.65	10.92	14.9
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	285.31	1.99	1.53	-1.54	6.79	6.94	0.94	17.34	22.36	13.62	15.54
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	159.58	2.18	-0.83	-1.03	3.7	0.64	0.89	16.35	20.08	13.34	12.61
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	0.0	-	-	-	-	-	-	-	-	0.07
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	343.89	1.94	-1.89	-3.54	9.09	4.59	-0.06	21.29	29.91	12.83	17.04
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	111.26	2.26	-0.53	-2.58	4.63	3.24	-1.61	14.9	19.24	12.69	15.06
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	347.11	1.9	1.22	-2.61	1.4	2.35	-1.78	12.76	16.73	11.39	17.16
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	98.18	2.38	1.99	-2.03	7.93	10.85	-2.52	23.6	28.53	13.34	11.95
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	11	1.08	3.11	-2.41	4.15	5.65	-4.82	16.09	21.06	11.02	11.42
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	91.48	2.28	-1.95	-2.8	1.25	2.0	-6.18	16.13	19.95	13.57	13.23