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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 Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	416.13	1.89	6.15	1.57	17.35	2.8	15.73	23.94	27.27	-	20.27
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	11.32	2.38	4.41	1.57	3.44	3.01	13.04	18.21	12.41	8.81	7.05
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	262.33	1.86	8.91	0.92	8.2	7.29	10.78	-	-	-	15.06
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	76.3	0.55	4.93	0.49	3.5	5.08	9.53	7.4	6.19	7.51	7.04
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	47.13	0.41	4.87	0.48	3.4	5.04	9.43	7.69	5.7	6.77	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	21.4	0.89	4.66	0.52	3.2	4.83	9.23	7.52	7.99	6.37	7.25
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	21.4	0.89	4.66	0.52	3.2	4.83	9.23	7.52	-	-	6.62
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	136.54	0.29	4.0	0.75	2.5	4.26	8.02	7.19	5.71	-	6.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	39.7	1.15	3.8	0.63	2.41	4.01	7.85	6.8	7.23	6.0	7.09
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	39.7	1.15	3.8	0.63	2.41	4.01	7.85	6.8	-	-	6.28
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.32	2.13	4.19	0.26	2.91	4.3	7.73	6.27	4.31	5.7	7.29
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	154.81	2.1	10.79	0.65	13.53	7.49	7.69	26.49	24.67	14.04	14.74
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	103.77	2.18	3.49	0.7	5.26	2.8	7.55	13.43	12.34	8.65	8.38
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	628.71	0.32	3.26	0.55	1.79	3.52	7.14	6.9	5.48	6.12	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	628.71	0.32	3.26	0.55	1.79	3.52	7.14	6.9	-	-	6.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	29.92	1.0	3.19	0.63	1.8	3.37	6.79	6.5	4.75	-	4.05
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	254.64	1.48	3.21	0.6	1.97	3.43	6.65	6.1	4.74	5.24	5.48
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	205.56	2.03	1.73	0.65	9.92	-0.35	6.65	-	-	-	14.31
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,234.54	1.75	-1.75	1.73	14.25	-3.05	6.5	30.24	29.33	15.3	23.95
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	80.11	0.16	2.81	0.46	1.46	3.05	6.35	6.32	5.03	-	5.1
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.73	2.15	2.67	-0.96	3.2	2.3	6.31	8.82	9.04	6.99	7.32
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	156.29	2.08	1.78	-0.37	6.32	0.78	5.99	13.97	13.33	9.3	10.04
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	154.81	2.19	-2.2	-1.23	9.63	-2.99	5.8	22.79	21.19	14.37	12.62
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	614.05	1.81	0.92	-0.57	7.38	0.31	5.61	16.64	17.78	11.61	10.81
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	667.22	1.82	-2.22	0.2	9.78	-4.06	4.97	25.3	25.87	15.69	14.97
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	146.5	2.2	2.04	0.61	9.73	0.31	4.16	18.69	21.45	11.71	14.92
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	135.96	2.22	2.24	0.53	9.91	0.41	3.9	20.24	22.94	13.82	14.33
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	277.21	2.0	-0.25	0.62	10.51	-1.26	3.42	21.93	24.06	14.23	15.54
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	331.07	1.94	-1.14	2.55	17.83	-3.99	3.23	26.98	32.26	14.42	17.2
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	339.67	1.91	1.43	-0.28	7.64	-0.18	3.21	17.53	18.41	11.98	17.28
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	108.14	2.27	-1.58	0.65	8.03	-3.9	0.96	19.23	20.83	13.26	15.1
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	175.53	2.03	-0.01	0.98	9.87	-1.27	-	-	-	-	7.74
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	89.46	2.29	-1.38	-0.77	7.69	-3.46	-1.3	20.53	22.31	14.45	13.35
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	10.63	1.08	2.73	-0.2	9.58	0.21	-1.46	21.58	22.57	11.45	11.47
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	95.2	2.4	0.71	1.59	14.17	-1.39	-2.81	28.17	29.64	14.3	11.96