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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 Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,090.46	1.81	2.62	2.93	4.62	11.41	22.84	-	-	-	16.61
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,660.65	2.08	0.67	1.62	3.66	7.02	19.89	20.31	18.04	16.39	14.58
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	156.8	2.38	1.56	1.16	3.82	14.74	19.07	19.71	13.88	13.12	7.89
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,292.89	1.73	-3.03	-2.0	-3.56	1.12	11.53	24.99	21.93	15.68	23.39
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,808.86	1.86	-4.03	-3.16	-4.6	-0.78	10.64	18.46	19.31	-	18.41
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	132.77	1.08	-2.19	-1.31	-2.54	2.16	10.52	18.49	16.51	12.65	11.31
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	947.4	2.35	-2.69	-1.58	-3.84	-1.34	10.44	22.41	22.3	14.79	11.61
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,401.54	2.18	-3.44	-2.65	-2.89	-0.28	8.71	15.33	15.8	14.62	14.08
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,128.18	2.03	-3.43	-2.64	-2.91	-0.41	8.54	14.93	-	-	12.12
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,986.67	1.79	-3.33	-2.27	-3.67	0.5	8.33	16.8	16.62	15.24	13.98
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,476.88	2.24	-3.18	-2.26	-2.25	-0.51	8.29	13.53	14.74	12.39	14.54
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,846.01	1.76	-2.16	-1.55	-2.27	0.29	7.48	13.03	12.92	12.3	10.6
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	919.27	2.28	-1.22	-0.33	-0.74	3.27	7.4	17.02	16.35	15.68	13.12
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,835.43	0.32	0.29	0.36	1.3	2.75	7.08	7.22	5.97	-	6.16
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,907.68	1.98	-4.21	-3.09	-5.7	-2.07	7.08	17.46	17.28	14.9	15.16
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	376.88	0.44	-0.08	-0.04	0.6	1.96	6.83	7.29	5.6	6.53	7.3
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	768.2	0.64	-0.08	-0.05	0.52	1.81	6.8	7.05	5.82	7.22	6.95
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	189.66	0.72	0.11	0.14	0.87	2.1	6.75	7.22	7.17	6.19	7.17
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,736.5	2.05	-1.76	-1.23	-1.83	0.58	6.69	10.83	10.04	9.58	9.72
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,206.72	2.15	-1.08	-0.74	-0.84	1.06	6.49	11.33	9.89	8.7	8.23
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	472.15	1.21	0.13	0.19	0.96	2.3	6.39	6.72	7.1	5.84	7.03
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,965.36	0.35	0.43	0.43	1.39	2.81	6.25	6.86	5.79	5.99	6.87
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,363.64	1.91	-2.49	-1.47	-1.46	0.07	6.24	12.55	12.96	12.89	16.84
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,400.63	1.93	-3.35	-2.09	-6.17	-3.8	6.19	19.76	21.7	14.28	16.55
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	321.4	1.01	0.54	0.63	1.6	2.88	6.14	6.69	5.3	-	4.16
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	1,995.79	1.42	0.2	0.26	1.0	2.2	5.66	6.07	4.97	5.01	5.45
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	589.53	0.17	0.43	0.43	1.3	2.64	5.6	6.27	5.33	-	5.12
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	35.96	2.06	-0.01	-0.01	0.53	1.21	5.04	5.67	3.96	5.54	7.17
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	19.92	1.14	-0.65	-0.48	0.32	0.51	4.05	7.14	7.57	6.72	7.08
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,102.84	2.25	-3.59	-2.45	-3.05	-2.19	3.82	14.51	14.34	13.89	14.61
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,788.86	2.05	-4.84	-3.8	-7.64	-5.26	3.74	-	-	-	2.25
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	1,015.53	2.11	-2.56	-1.77	-0.6	2.43	-	-	-	-	2.47
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth	Fund of Funds-Income Plus Arbitrage	05-01-2025	0	0.0	-	-	-	-	-	-	-	-	0.25
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,583.53	2.16	-7.38	-6.52	-10.67	-6.46	-1.74	14.72	14.14	13.56	11.88