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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	123	2.38	16.85	3.96	9.57	16.99	20.02	23.2	13.92	12.13	7.6
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	470.37	0.0	6.12	0.7	1.17	3.79	7.72	7.54	5.61	6.64	7.36
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	806.21	0.55	6.16	0.68	1.15	3.78	7.68	7.32	5.99	7.24	7.0
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	2,368.55	0.29	5.8	0.51	1.52	3.8	7.67	7.31	5.84	-	6.2
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	203.97	0.89	5.87	0.68	1.12	3.71	7.43	7.43	7.24	6.21	7.21
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	544.59	0.0	5.44	0.5	1.4	3.57	7.18	6.92	7.04	5.93	7.07
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	7,553.93	0.0	4.91	0.49	1.4	3.07	6.73	6.95	5.61	6.06	6.89
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,670.41	1.86	12.39	3.42	2.22	9.79	6.72	-	-	-	14.47
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,195.56	0.0	4.68	0.42	1.25	3.03	6.27	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	304.86	1.0	4.56	0.32	1.19	2.8	6.23	6.61	4.98	-	4.08
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	303.32	0.16	4.35	0.46	1.32	2.76	6.01	6.35	5.17	-	5.11
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	42.85	1.83	4.55	0.57	0.43	2.64	5.63	5.89	4.05	5.38	7.22
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,139.24	2.15	3.99	0.67	-0.53	4.39	2.6	11.37	11.33	8.39	8.3
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	21.08	1.85	1.98	0.48	-1.27	1.1	1.07	7.27	8.32	6.66	7.13
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,330.68	1.88	5.42	1.03	-4.2	10.96	0.13	17.88	24.25	-	19.25
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.16	-	2.1	-	-	-	-	-	-	-0.55
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,783.29	2.02	0.98	1.07	-1.44	7.99	-0.42	-	-	-	6.92
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,658	2.06	2.11	1.06	-1.3	4.49	-1.25	10.59	11.91	9.25	9.86
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,459.76	2.11	6.5	3.33	-6.43	5.17	-1.74	18.34	22.82	13.89	14.22
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,068.68	2.01	2.38	-0.24	-1.84	7.44	-2.99	14.64	-	-	13.13
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,664.32	1.8	1.1	1.12	-1.76	4.96	-3.1	12.52	16.02	11.66	10.69
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,362.83	2.18	2.88	-0.23	-1.86	7.26	-3.11	14.96	20.39	14.0	14.21
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,461.66	2.2	1.99	-0.65	-2.65	6.51	-4.0	13.13	18.43	11.79	14.7
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,810.61	1.99	1.39	0.86	-1.08	8.58	-4.43	16.73	21.67	14.53	15.43
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,501.45	1.75	-0.96	0.5	-1.94	10.64	-4.53	22.57	25.82	15.04	23.67
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,650.98	1.81	-0.93	1.41	-1.41	7.3	-5.0	15.79	20.36	14.65	14.19
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	935.71	2.4	1.17	1.39	-2.68	9.66	-5.7	21.94	27.02	14.35	11.8
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,282.99	1.95	-1.57	1.82	-2.7	13.48	-6.09	19.71	26.93	13.98	16.92
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,304.99	1.91	0.26	0.15	-3.34	3.48	-6.68	12.51	16.41	12.0	16.99
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	108.37	1.08	4.83	2.39	-1.21	8.34	-6.97	16.75	21.2	11.97	11.42
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,075.82	2.27	-1.76	0.02	-2.89	4.96	-7.26	13.95	18.51	13.26	14.86
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,599.23	2.18	-0.25	-0.85	-0.63	10.05	-7.66	15.18	19.3	14.37	12.53
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	878.93	2.3	-1.22	1.91	-1.9	4.29	-8.72	16.82	19.73	14.59	13.16