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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	10.16	2.21	12.94	3.93	22.97	16.53	12.65	10.44	7.31
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	268.82	1.86	8.65	-1.39	1.82	6.52	9.88	-	-	-	13.41
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	442.88	1.88	4.14	-5.05	3.98	5.25	9.84	17.79	24.57	-	19.48
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	77.16	0.55	5.62	0.29	1.76	4.75	8.75	7.35	5.96	7.41	7.02
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	5.51	0.3	1.69	4.65	8.65	7.46	5.61	6.7	7.38
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	21.71	0.89	5.26	0.25	1.65	4.41	8.51	7.45	7.16	6.31	7.23
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	139.64	0.29	4.95	0.47	1.89	4.17	7.91	7.28	5.78	-	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	4.66	0.41	1.74	3.92	7.64	6.88	6.98	5.97	7.08
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	570.65	0.32	4.1	0.45	1.53	3.3	6.93	6.94	5.55	6.09	6.9
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	4.28	-0.06	0.91	3.61	6.57	5.79	3.97	5.62	7.25
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	3.99	0.38	1.53	3.34	6.51	6.16	4.8	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	3.92	0.46	1.33	3.07	6.4	6.65	4.92	-	4.07
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	66.16	0.16	3.58	0.44	1.35	2.84	6.17	6.35	5.1	-	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	3.37	-1.19	2.05	3.95	6.06	11.32	11.21	8.47	8.33
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	160.47	2.09	6.68	-5.15	-	6.04	5.49	18.56	22.62	12.91	14.36
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	182.99	2.02	-1.09	-3.98	4.82	4.01	5.31	-	-	-	5.87
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.72	2.15	2.16	-1.38	-0.71	2.48	4.22	7.41	8.24	6.61	7.21
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	210.79	2.0	2.03	-2.46	4.19	5.2	3.65	-	-	-	13.7
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,281.81	1.73	-1.87	-2.39	7.85	6.17	3.63	23.08	26.94	13.91	23.78
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	139.45	2.16	2.54	-2.38	3.99	5.4	3.08	15.11	20.4	13.0	14.27
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	689.25	1.8	-2.67	-3.36	3.84	3.69	3.04	19.11	23.05	14.61	14.82
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	159.68	2.06	1.32	-2.18	1.32	3.53	2.71	10.52	11.75	8.93	9.91
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	151.92	2.14	2.24	-2.55	3.78	5.0	2.67	13.24	18.98	10.8	14.82
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	642.85	1.79	0.21	-2.72	1.31	3.71	2.16	12.48	15.78	11.04	10.72
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	285.31	1.99	0.05	-3.13	6.16	5.62	1.59	16.56	21.67	13.42	15.46
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	159.58	2.18	-2.62	-2.71	1.77	1.23	0.09	15.55	18.93	13.16	12.49
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	343.89	1.94	-3.3	-4.68	8.03	3.4	0.09	20.56	28.96	12.72	16.95
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	0.0	-	-	-	-	-	-	-	-	0.09
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	347.11	1.9	-0.06	-3.93	1.23	1.65	-0.59	11.97	16.19	11.19	17.09
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	98.18	2.38	0.37	-3.84	6.94	9.49	-1.23	22.67	27.65	13.04	11.85
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	111.26	2.26	-2.34	-4.25	3.77	1.75	-2.12	13.92	18.39	12.42	14.94
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	11	1.08	1.42	-4.08	3.97	4.2	-4.25	15.26	20.26	10.78	11.35
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	91.48	2.28	-3.22	-4.4	0.82	1.03	-5.34	15.43	19.19	13.3	13.15