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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	16.58	2.37	8.49	23.62	21.35	23.24	13.22	11.26	7.57
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,798.62	1.84	16.81	4.18	5.96	12.83	12.65	-	-	-	16.7
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	797.62	0.55	6.83	0.93	1.41	3.47	8.0	7.51	5.91	7.26	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	400.2	0.0	6.77	0.9	1.46	3.43	7.99	7.78	5.66	6.67	7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	195.11	0.89	6.39	0.75	1.28	3.29	7.64	7.58	7.18	6.22	7.22
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,760.95	0.29	6.07	0.55	1.43	3.42	7.61	7.32	5.86	-	6.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	389.65	0.0	5.74	0.57	1.36	3.24	7.12	6.96	7.04	5.92	7.07
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	7,366.98	0.0	5.16	0.47	1.39	2.94	6.66	6.95	5.63	6.05	6.89
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,111.91	0.0	4.91	0.46	1.18	2.78	6.22	6.22	4.86	5.13	5.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	316.44	1.0	4.82	0.43	1.23	2.65	6.21	6.62	4.99	-	4.09
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	42.15	1.83	5.15	0.65	0.75	2.19	6.05	6.15	3.98	5.41	7.23
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	392.88	0.16	4.57	0.43	1.32	2.7	5.97	6.34	5.19	-	5.11
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,425.86	1.86	8.01	0.35	-0.46	13.66	4.21	18.77	24.04	-	19.55
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,152.68	2.14	5.3	0.71	0.72	5.41	3.93	11.8	11.39	8.46	8.34
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,513.67	2.1	9.58	2.38	-3.4	5.35	3.7	18.9	22.08	14.02	14.37
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.88	1.85	3.22	0.76	-0.3	1.54	2.77	7.58	8.36	6.73	7.2
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,678.45	2.06	4.05	1.04	0.55	6.22	1.69	11.37	12.04	9.35	9.97
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,808.48	2.02	2.52	-0.29	-0.28	9.71	1.01	-	-	-	7.93
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,356.01	2.19	4.9	0.17	-0.14	9.34	0.78	15.57	20.54	13.8	14.26
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,063.86	2.02	4.4	0.19	-0.21	9.71	0.63	15.19	-	-	13.66
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,944.38	1.79	3.26	1.1	0.34	6.95	0.37	13.41	16.16	11.74	10.77
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	903.43	2.21	-	1.05	-	-	-	-	-	-	2.25
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,828.73	1.99	3.91	0.51	0.29	11.74	-0.18	17.91	21.81	14.4	15.51
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,442.01	2.26	3.4	-0.7	-1.34	8.01	-0.46	13.48	18.43	11.57	14.74
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,585.11	1.74	2.07	0.49	0.89	13.93	-1.04	23.9	27.22	15.15	23.78
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,740.02	1.8	2.03	1.48	1.33	10.89	-1.16	17.07	20.98	14.74	14.33
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,279.53	1.92	2.48	0.65	-0.48	6.58	-2.14	13.14	16.34	12.06	17.07
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	123.06	1.08	6.94	0.72	1.51	10.46	-2.41	18.05	21.44	11.88	11.49
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	942.19	2.4	2.54	0.15	-0.94	11.88	-3.62	22.72	27.77	14.21	11.85
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,589.62	2.18	1.83	-0.86	2.11	8.67	-3.94	16.68	19.98	14.28	12.63
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,340.55	1.93	0.82	-0.37	-2.2	13.68	-4.17	20.71	27.62	13.9	17.02
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,072.73	2.27	0.08	-0.06	-0.99	8.33	-4.41	14.51	18.67	13.24	14.94
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	893.99	2.29	1.13	1.22	0.65	7.33	-4.48	17.54	19.99	14.61	13.26