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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	17.19	4.26	9.52	19.22	21.98	24.03	13.93	12.0	7.61
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,670.41	1.86	13.5	2.93	3.28	10.67	9.2	-	-	-	15.07
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	6.35	0.83	1.14	3.53	7.93	7.61	5.65	6.65	7.37
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	806.21	0.55	6.4	0.81	1.11	3.51	7.88	7.38	6.01	7.27	7.01
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	2,368.55	0.29	5.88	0.52	1.44	3.57	7.68	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	6.1	0.79	1.14	3.51	7.64	7.5	7.27	6.23	7.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	544.59	0.0	5.55	0.54	1.35	3.36	7.2	6.93	7.06	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	5.0	0.47	1.4	2.99	6.7	6.94	5.62	6.06	6.89
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	304.86	1.0	4.66	0.35	1.25	2.76	6.38	6.61	5.0	-	4.08
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,195.56	0.0	4.75	0.44	1.19	2.86	6.28	6.19	4.86	5.14	5.48
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	303.32	0.16	4.42	0.43	1.34	2.74	6.0	6.35	5.18	-	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	4.88	0.75	0.55	2.57	5.98	6.04	4.09	5.41	7.23
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,139.24	2.15	4.56	0.67	0.16	5.04	3.89	11.72	11.33	8.46	8.32
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,330.68	1.88	6.97	1.02	-2.39	11.93	3.7	18.81	24.26	-	19.47
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,783.29	2.02	2.61	0.58	0.15	10.0	2.6	-	-	-	8.23
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	21.08	1.85	2.53	0.6	-0.81	1.45	2.18	7.57	8.36	6.72	7.17
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,459.76	2.11	8.55	4.09	-3.33	6.39	2.13	19.59	22.51	14.15	14.34
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,658	2.06	2.93	1.08	-0.32	5.47	0.72	11.15	11.96	9.35	9.92
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.16	-	1.9	-	-	-	-	-	-	1.07
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,068.68	2.01	3.42	-0.24	-0.49	9.3	-0.13	15.28	-	-	13.47
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,362.83	2.18	3.92	-0.27	-0.48	8.91	-0.19	15.77	20.35	14.14	14.24
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,664.32	1.8	1.99	1.08	-0.66	6.15	-0.82	13.18	16.03	11.74	10.73
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,461.66	2.2	3.0	-0.79	-1.28	8.22	-1.2	13.94	18.43	11.87	14.74
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	2.81	0.79	0.12	10.77	-1.3	17.67	21.77	14.72	15.49
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,501.45	1.75	0.55	0.07	-0.23	12.27	-1.44	23.71	26.1	15.2	23.74
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,650.98	1.81	0.12	0.95	-0.18	9.17	-2.12	16.64	20.43	14.77	14.24
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	935.71	2.4	2.23	0.76	-1.51	11.24	-2.64	22.65	27.16	14.5	11.86
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,282.99	1.95	0.54	1.46	-0.91	14.42	-2.99	20.6	27.2	14.16	17.03
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	1.15	0.19	-2.2	5.23	-3.68	13.24	16.32	12.07	17.03
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	5.71	0.92	0.21	9.22	-4.18	17.62	21.15	12.06	11.45
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,075.82	2.27	-0.91	-0.09	-2.41	7.12	-4.56	14.65	18.49	13.37	14.9
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	0.69	-1.55	0.3	10.06	-5.3	16.02	19.27	14.49	12.58
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	878.93	2.3	-0.27	1.24	-0.86	5.99	-6.26	17.62	19.75	14.72	13.21