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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	4,161.26	1.89	5.89	3.45	17.26	1.82	16.05	22.78	27.11	-	20.27
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	113.17	2.38	4.95	5.84	3.7	3.34	12.61	16.96	13.04	8.79	7.08
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,623.28	1.86	8.7	1.44	9.8	5.54	11.01	-	-	-	15.06
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,548.09	2.1	10.83	1.87	16.25	4.79	9.44	25.74	25.25	14.19	14.75
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	763	0.55	4.68	0.61	3.43	4.87	9.38	7.33	6.26	7.54	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	471.3	0.41	4.66	0.62	3.36	4.88	9.32	7.62	5.72	6.76	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	213.99	0.89	4.43	0.6	3.09	4.67	9.1	7.44	8.04	6.39	7.25
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	213.99	0.89	4.43	0.6	3.09	4.67	9.1	7.44	-	-	6.58
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,345.38	1.75	-1.76	4.42	17.65	-3.79	8.1	29.33	29.59	15.6	23.96
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,365.36	0.29	3.91	0.8	2.53	4.27	8.04	7.19	5.72	-	6.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	396.96	1.15	3.69	0.69	2.39	3.99	7.84	6.78	7.27	6.0	7.09
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	396.96	1.15	3.69	0.69	2.39	3.99	7.84	6.78	-	-	6.27
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,037.71	2.18	3.27	1.38	5.93	2.2	7.8	12.97	12.41	8.76	8.38
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	43.19	2.13	3.97	0.33	2.83	4.1	7.58	6.21	4.34	5.78	7.28
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,287.15	0.32	3.22	0.56	1.83	3.54	7.17	6.9	5.47	6.13	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	6,287.15	0.32	3.22	0.56	1.83	3.54	7.17	6.9	-	-	6.47
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,055.56	2.03	1.25	1.93	11.93	-2.39	6.98	-	-	-	14.19
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	299.19	1.0	3.2	0.7	1.74	3.49	6.83	6.51	4.74	-	4.06
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,546.42	1.48	3.14	0.63	2.0	3.45	6.67	6.09	4.75	5.24	5.48
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.29	2.15	2.49	-0.73	3.52	1.65	6.43	8.63	9.1	7.04	7.31
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,562.91	2.08	1.57	0.54	7.4	-0.59	6.4	13.26	13.43	9.4	10.03
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,548.07	2.19	-2.92	0.16	10.82	-4.4	6.39	21.53	21.11	14.56	12.58
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	801.06	0.16	2.77	0.46	1.5	3.06	6.38	6.32	5.03	-	5.1
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,672.18	1.82	-2.34	2.25	12.53	-5.1	6.28	24.28	26.07	16.03	14.98
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,140.48	1.81	0.65	0.5	9.03	-1.2	6.28	15.82	17.96	11.82	10.81
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,310.72	1.94	-0.69	5.71	20.99	-4.01	5.11	26.08	32.91	14.9	17.24
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,464.98	2.2	1.61	1.81	11.61	-1.96	4.66	17.43	21.59	11.97	14.91
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,359.61	2.22	1.79	1.88	11.75	-1.69	4.65	19.13	23.07	14.14	14.32
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,772.07	2.0	-0.23	3.37	13.43	-2.65	4.22	20.93	24.45	14.61	15.55
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,396.65	1.91	1.05	0.81	9.71	-2.44	3.48	16.37	18.59	12.21	17.27
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,081.44	2.27	-2.16	1.87	9.67	-5.88	1.96	18.04	20.97	13.46	15.08
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,755.29	2.03	-0.45	2.94	12.17	-1.6	-	-	-	-	7.27
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	106.28	1.08	2.82	2.64	12.4	-1.93	-0.16	20.31	22.58	11.73	11.48
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	894.63	2.29	-1.52	1.17	9.67	-5.64	-0.34	19.4	22.39	14.73	13.35
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	951.95	2.4	0.54	3.99	16.7	-3.29	-1.48	26.72	30.07	14.59	11.96