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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	16.36	3.62	12.03	16.54	22.75	22.04	14.11	11.8	7.58
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	267.04	1.86	13.57	3.52	4.02	11.23	7.89	-	-	-	15.38
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	47.04	0.0	6.01	0.55	1.2	4.24	7.85	7.57	5.61	6.66	7.36
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	80.62	0.55	6.09	0.58	1.2	4.29	7.83	7.34	6.01	7.36	7.0
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	236.86	0.29	5.66	0.47	1.5	3.98	7.72	7.29	5.82	-	6.2
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	20.4	0.89	5.86	0.64	1.24	4.15	7.58	7.47	7.25	6.27	7.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	54.46	0.0	5.3	0.44	1.38	3.78	7.19	6.91	7.03	5.94	7.07
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	755.39	0.0	4.79	0.47	1.4	3.19	6.76	6.95	5.61	6.06	6.89
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	219.56	0.0	4.56	0.39	1.23	3.21	6.32	6.18	4.85	5.15	5.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	30.49	1.0	4.41	0.26	1.17	2.9	6.14	6.61	4.97	-	4.07
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	30.33	0.16	4.24	0.46	1.32	2.78	6.03	6.35	5.16	-	5.11
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.29	1.83	4.72	0.67	0.65	3.18	5.95	6.02	4.08	5.52	7.23
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	113.92	2.15	4.77	0.46	1.12	5.34	3.24	11.41	11.61	8.61	8.34
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	433.07	1.88	8.64	1.16	1.81	14.58	2.36	17.83	25.36	-	19.83
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.11	1.85	2.62	0.51	-0.17	2.44	1.7	7.37	8.5	6.77	7.19
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	178.33	2.02	3.74	2.22	3.33	10.55	0.84	-	-	-	9.37
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.16	-	1.35	-	-	-	-	-	-	1.63
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	165.8	2.06	3.29	0.65	1.28	6.18	-0.54	10.61	12.36	9.43	9.96
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	136.28	2.18	5.3	0.12	2.58	10.22	-1.56	15.35	21.33	14.43	14.31
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	206.87	2.01	4.77	0.11	2.65	10.33	-1.66	15.2	-	-	14.08
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	145.98	2.11	7.82	0.87	-2.85	7.71	-2.32	17.94	23.63	14.01	14.32
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	666.43	1.8	2.5	0.66	1.33	6.75	-2.33	12.73	16.6	11.95	10.76
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,250.14	1.75	1.51	0.53	3.44	13.74	-2.71	23.03	27.11	15.33	23.82
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	146.17	2.2	4.28	-0.16	1.79	9.3	-2.74	13.37	19.31	12.05	14.83
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	281.06	1.99	3.43	1.12	3.53	11.57	-3.01	17.06	22.47	14.93	15.53
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	665.1	1.81	1.41	1.3	3.57	10.34	-3.49	16.06	21.39	15.07	14.35
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	93.57	2.4	3.26	1.06	2.27	12.8	-3.5	22.44	27.82	14.63	11.93
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	328.3	1.95	1.54	2.21	3.36	16.74	-3.8	20.61	28.27	14.46	17.12
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	10.84	1.08	7.56	3.02	4.34	11.67	-4.52	17.15	22.15	12.41	11.54
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	330.5	1.91	2.38	0.02	0.37	6.54	-5.62	12.81	17.11	12.37	17.11
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	159.92	2.18	2.62	1.16	4.33	12.54	-6.34	15.73	20.42	14.81	12.71
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	107.58	2.27	0.47	0.11	1.6	8.19	-6.45	14.26	19.62	13.64	15.01
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	87.89	2.3	0.29	1.64	1.61	6.84	-6.97	16.97	20.32	14.85	13.26