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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	6.5	3.37	17.21	2.94	17.11	21.91	27.28	-	20.38
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	113.17	2.38	4.61	5.5	3.87	2.79	12.85	16.85	13.14	8.77	7.06
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,623.28	1.86	8.64	1.0	9.58	5.47	11.28	-	-	-	15.04
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,548.09	2.1	11.86	2.4	17.13	5.8	10.93	24.64	25.5	14.3	14.82
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	763	0.55	4.8	1.04	3.56	5.0	9.55	7.36	6.29	7.56	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	471.3	0.41	4.75	0.99	3.49	4.98	9.46	7.61	5.74	6.77	7.4
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,345.38	1.75	-1.42	5.05	17.4	-3.69	9.23	28.3	29.68	15.64	23.99
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	4.49	0.93	3.18	4.74	9.22	7.44	-	-	6.6
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	213.99	0.89	4.49	0.93	3.18	4.74	9.22	7.44	8.05	6.39	7.25
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,037.71	2.18	3.49	1.42	6.16	2.68	8.15	12.62	12.46	8.79	8.39
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,365.36	0.29	3.91	0.9	2.55	4.26	8.05	7.18	5.72	-	6.2
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,055.56	2.03	1.87	1.54	12.32	-1.15	8.02	-	-	-	14.46
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	396.96	1.15	3.7	0.84	2.42	4.01	7.87	6.78	-	-	6.28
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	396.96	1.15	3.71	0.84	2.43	4.01	7.87	6.78	7.27	6.0	7.09
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	4.0	0.6	2.88	4.17	7.7	6.12	4.35	5.78	7.28
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,672.18	1.82	-1.84	2.2	12.81	-4.33	7.61	23.33	26.2	16.09	15.01
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,140.48	1.81	1.11	0.41	9.43	-0.43	7.19	15.27	18.07	11.87	10.83
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,287.15	0.32	3.18	0.58	1.81	3.55	7.17	6.89	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	3.18	0.58	1.81	3.55	7.17	6.89	-	-	6.48
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	1.96	0.53	7.68	0.16	7.11	12.84	13.51	9.44	10.07
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	-2.39	-0.18	11.03	-2.93	7.0	20.99	21.25	14.62	12.62
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.29	2.15	2.77	0.11	3.77	2.21	6.85	8.52	9.16	7.07	7.33
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	299.19	1.0	3.09	0.73	1.7	3.43	6.77	6.49	4.72	-	4.05
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	0.72	2.01	3.45	6.68	6.08	4.75	5.25	5.48
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	801.06	0.16	2.72	0.47	1.48	3.07	6.37	6.32	5.02	-	5.1
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,310.72	1.94	-0.44	7.21	20.32	-4.12	6.21	25.02	33.0	14.93	17.26
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,359.61	2.22	2.4	1.49	12.17	-0.37	5.59	18.23	23.23	14.21	14.34
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,464.98	2.2	2.18	1.35	11.95	-0.75	5.59	16.53	21.74	12.03	14.94
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	0.35	3.62	13.45	-1.93	5.19	20.02	24.6	14.67	15.58
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	1.64	0.53	10.2	-1.16	4.39	15.53	18.73	12.27	17.3
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,081.44	2.27	-1.64	1.62	9.86	-4.68	3.15	16.99	21.11	13.52	15.11
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	3.48	2.81	12.58	-1.1	1.05	19.63	22.74	11.81	11.5
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	894.63	2.29	-1.03	0.6	10.07	-4.73	0.64	18.58	22.53	14.79	13.38
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,755.29	2.03	-0.25	2.71	11.39	-1.16	-	-	-	-	7.49
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	951.95	2.4	0.92	4.21	16.6	-2.53	-0.44	25.69	30.18	14.64	11.98