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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	18.39	4.53	10.48	33.04	24.37	23.71	13.85	11.4	7.67
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	279.86	1.84	15.35	3.35	4.85	15.12	11.93	-	-	-	16.01
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	6.56	0.75	1.32	3.49	7.97	7.67	5.64	6.66	7.37
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	79.76	0.55	6.57	0.72	1.22	3.44	7.92	7.4	5.91	7.25	7.01
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	176.09	0.29	5.97	0.54	1.44	3.47	7.63	7.31	5.85	-	6.2
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	19.51	0.89	6.19	0.64	1.14	3.34	7.58	7.5	7.19	6.21	7.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	38.96	0.0	5.64	0.53	1.35	3.3	7.15	6.92	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	5.06	0.47	1.39	2.95	6.68	6.94	5.63	6.05	6.89
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	4.83	0.45	1.19	2.81	6.23	6.19	4.86	5.14	5.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	31.64	1.0	4.75	0.36	1.22	2.71	6.19	6.63	5.02	-	4.09
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	39.29	0.16	4.48	0.43	1.32	2.71	5.99	6.35	5.18	-	5.11
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	4.94	0.51	0.59	2.25	5.92	6.06	4.0	5.39	7.23
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	442.59	1.86	8.11	1.67	-1.43	15.68	5.51	18.23	24.2	-	19.61
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	115.27	2.14	4.98	0.75	0.28	6.63	4.06	11.43	11.13	8.42	8.33
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	151.37	2.1	8.85	3.62	-3.42	9.28	3.48	18.6	21.15	13.95	14.34
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.09	1.85	2.82	0.5	-0.66	2.12	2.6	7.39	8.23	6.7	7.18
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	180.85	2.02	2.61	0.35	-0.6	14.5	2.37	-	-	-	8.11
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	167.84	2.06	3.56	1.16	-0.12	8.39	1.72	10.79	11.73	9.31	9.95
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	135.6	2.19	4.41	0.37	-0.9	13.06	0.82	14.88	19.87	13.87	14.25
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	206.39	2.02	3.92	0.41	-0.98	13.53	0.78	14.75	-	-	13.57
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	694.44	1.79	2.71	1.22	-0.39	9.79	0.35	12.69	15.73	11.67	10.75
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	282.87	1.99	3.51	0.91	0.15	16.28	0.32	17.15	21.26	14.47	15.51
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	90.34	2.21	-	2.37	-	-	-	-	-	-	1.66
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,258.51	1.74	1.68	1.33	0.9	18.71	-0.15	22.89	26.62	15.13	23.78
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	144.2	2.26	3.14	-0.26	-2.0	11.95	-0.35	12.94	18.0	11.63	14.74
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	674	1.8	1.35	1.88	0.48	14.71	-0.83	16.03	20.42	14.74	14.31
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	94.22	2.4	2.27	1.6	-1.95	17.06	-1.94	21.72	27.27	14.26	11.85
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	327.95	1.92	2.0	0.59	-1.72	10.09	-2.25	12.55	15.86	11.96	17.06
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	334.06	1.93	0.61	1.06	-1.3	19.84	-2.9	19.85	27.04	13.9	17.02
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	6.25	1.13	0.57	14.4	-3.04	16.89	20.8	11.79	11.47
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	107.27	2.27	-0.07	0.41	-1.91	12.14	-4.07	13.87	18.32	13.23	14.94
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	158.96	2.18	0.99	-2.42	0.87	11.35	-4.31	15.19	19.46	14.32	12.59
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	89.4	2.29	0.52	1.88	-0.65	10.37	-4.41	17.0	19.45	14.62	13.24