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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	9.7	2.72	13.49	3.21	16.34	16.38	13.31	10.19	7.29
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,428.77	1.88	6.55	-3.18	5.65	10.13	9.77	19.32	25.54	-	19.95
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	771.56	0.55	5.61	0.56	1.73	4.94	8.99	7.37	5.95	7.44	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	468.41	0.41	5.52	0.51	1.69	4.87	8.89	7.47	5.62	6.72	7.39
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	217.05	0.89	5.26	0.47	1.68	4.6	8.73	7.46	7.15	6.32	7.24
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,396.44	0.29	4.84	0.52	1.9	4.22	7.93	7.28	5.77	-	6.21
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	367.63	1.15	4.58	0.51	1.76	4.01	7.71	6.89	6.97	5.97	7.09
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	43.26	2.13	4.41	0.21	1.0	3.82	6.98	5.79	3.97	5.64	7.26
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,706.47	0.32	3.97	0.46	1.52	3.34	6.96	6.94	5.54	6.1	6.9
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,688.25	1.86	8.46	-1.57	1.88	8.0	6.82	-	-	-	13.46
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	254.53	1.01	3.92	0.53	1.48	3.24	6.61	6.65	4.92	-	4.08
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,367.8	1.48	3.9	0.44	1.55	3.41	6.54	6.15	4.79	5.2	5.48
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	661.6	0.16	3.45	0.44	1.35	2.87	6.2	6.34	5.09	-	5.1
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,091.91	2.16	3.73	-0.8	2.43	4.6	5.54	11.47	11.44	8.52	8.35
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,829.9	2.02	0.12	-2.32	4.96	6.52	4.94	-	-	-	7.15
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.22	2.15	2.76	-0.67	-0.42	3.17	4.31	7.62	8.41	6.73	7.27
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,604.71	2.09	7.64	-5.29	-0.54	8.93	2.84	19.15	23.11	13.15	14.43
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,107.86	2.0	2.8	-1.29	4.56	6.67	2.15	-	-	-	14.09
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,818.1	1.73	-1.37	-2.18	6.96	7.11	1.37	23.83	28.08	14.24	23.83
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,596.76	2.06	1.86	-1.53	1.47	4.5	1.37	11.03	12.07	9.02	9.96
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,892.55	1.8	-1.84	-2.31	3.34	4.91	1.32	19.8	23.93	14.95	14.89
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,394.52	2.16	3.19	-1.46	4.11	6.79	0.74	15.47	21.01	13.16	14.3
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,428.51	1.79	0.9	-1.92	1.49	5.14	0.64	13.0	16.27	11.2	10.76
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,519.21	2.14	3.06	-1.47	4.08	6.48	0.29	13.74	19.61	10.97	14.88
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	0.0	-	-	-	-	-	-	-	-	0.06
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,595.84	2.18	-1.45	-1.75	2.6	2.63	-0.16	16.5	20.0	13.45	12.58
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,853.08	1.99	0.97	-1.68	6.01	6.49	-0.53	17.11	22.33	13.61	15.52
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,438.89	1.94	-1.97	-2.96	9.24	5.31	-0.9	21.37	30.27	13.06	17.05
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,112.64	2.26	-1.06	-2.59	3.97	3.13	-2.2	14.65	19.25	12.66	15.03
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,471.13	1.9	0.72	-2.95	0.9	3.26	-3.19	12.58	16.68	11.36	17.14
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	981.8	2.38	1.25	-2.72	6.94	8.27	-4.61	23.17	28.57	13.35	11.91
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	110.05	1.08	1.99	-3.85	2.76	4.84	-6.89	15.87	20.77	10.88	11.38
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	914.79	2.28	-2.4	-2.98	0.72	1.36	-7.83	15.88	19.96	13.59	13.21