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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	22.73	3.5	6.81	17.54	21.08	21.76	12.62	12.28	7.79
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,012.1	1.83	18.23	1.01	4.36	8.56	16.47	-	-	-	15.78
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,665.37	2.08	13.68	-1.94	5.24	2.61	10.3	16.59	16.9	15.19	14.46
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	377.28	0.38	7.33	0.11	1.35	2.34	7.5	7.42	5.63	6.6	7.34
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	772.35	0.55	7.32	0.06	1.29	2.28	7.47	7.26	5.78	7.27	6.98
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,903.96	0.29	7.1	0.42	1.45	2.98	7.37	7.28	5.94	-	6.19
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	193.64	0.89	7.08	0.19	1.32	2.31	7.26	7.32	7.11	6.23	7.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	382.89	1.1	6.58	0.3	1.29	2.67	6.79	6.83	7.07	5.89	7.05
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,744.65	0.31	6.18	0.45	1.4	2.82	6.44	6.9	5.73	6.01	6.88
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	338.18	1.0	5.94	0.45	1.49	2.67	6.13	6.71	5.17	-	4.12
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,316.11	1.46	5.7	0.31	1.16	2.42	5.93	6.15	4.93	5.06	5.46
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	438.49	0.16	5.52	0.42	1.3	2.64	5.76	6.31	5.28	-	5.12
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	36.37	1.83	5.52	0.04	0.99	1.28	5.64	5.72	3.92	5.52	7.2
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,765.94	1.86	8.86	-2.04	0.37	2.55	5.42	17.47	20.03	-	19.16
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,199.96	2.13	5.91	-0.46	0.73	2.34	5.2	10.97	10.09	8.71	8.3
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,410.82	2.21	6.35	-0.83	0.03	4.02	4.45	14.72	16.52	14.19	14.22
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,149.11	2.01	5.77	-0.83	-0.03	3.97	3.61	14.17	-	-	13.34
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,442.01	2.26	5.35	-0.81	-0.04	3.25	3.57	12.79	15.16	12.08	14.71
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	131.9	1.08	6.12	-1.9	-1.25	3.3	3.51	16.17	16.6	12.38	11.37
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,752.7	2.05	4.54	-0.8	0.65	2.71	3.51	10.01	10.36	9.52	9.88
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.52	1.85	3.83	0.15	1.1	1.13	3.45	6.86	7.68	6.71	7.15
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,645.73	1.75	3.76	-0.98	0.58	2.82	3.14	11.99	13.38	12.07	10.71
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,394.2	1.91	3.93	-0.52	0.59	2.46	2.28	11.36	13.26	12.7	17.0
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,915.11	1.98	2.89	-2.21	-1.73	3.15	1.85	16.71	18.05	14.52	15.35
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,346.65	1.72	2.11	-2.18	-0.66	3.93	0.76	23.02	22.64	15.3	23.58
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	961.89	2.39	2.41	-2.97	-1.29	1.69	0.28	20.68	23.06	14.34	11.74
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	995.06	2.11	-	-1.14	0.67	-	-	-	-	-	2.94
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	7,048.03	1.81	1.79	-1.75	-0.2	4.1	-0.13	15.54	16.92	14.99	14.18
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	923.45	2.28	1.76	-0.88	0.55	3.19	-0.38	15.98	16.44	14.93	13.18
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,103.02	2.26	0.32	-0.91	-1.16	1.93	-2.05	13.02	14.66	13.63	14.81
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,820.5	2.01	-0.94	-3.06	-5.45	-0.93	-2.18	-	-	-	4.51
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,628.3	2.17	-1.66	-4.02	-5.25	0.55	-2.45	14.83	15.23	13.93	12.31
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,451.04	1.93	-1.56	-4.02	-3.68	-0.43	-4.4	18.86	22.3	13.43	16.73