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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	6.73	2.12	18.19	2.55	16.36	24.0	27.43	-	20.38
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	113.17	2.38	4.3	2.8	4.96	3.25	12.69	17.87	12.89	8.72	7.04
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,623.28	1.86	9.27	1.25	10.36	6.26	11.32	-	-	-	15.39
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	763	0.55	4.78	0.35	3.52	4.94	9.46	7.36	6.23	7.55	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	471.3	0.41	4.76	0.37	3.45	4.94	9.38	7.68	5.7	6.76	7.4
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,548.09	2.1	11.31	1.12	16.75	5.3	9.21	26.86	25.46	14.18	14.77
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	213.99	0.89	4.51	0.38	3.17	4.71	9.16	7.49	8.02	6.39	7.25
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	4.51	0.38	3.17	4.71	9.16	7.49	-	-	6.59
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,365.36	0.29	3.96	0.72	2.58	4.26	8.07	7.19	5.71	-	6.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	396.96	1.15	3.73	0.56	2.44	3.98	7.86	6.79	7.25	6.0	7.09
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	396.96	1.15	3.73	0.56	2.44	3.98	7.86	6.79	-	-	6.27
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,037.71	2.18	3.6	0.8	6.26	2.43	7.81	13.37	12.5	8.79	8.39
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,345.38	1.75	-1.08	2.42	18.47	-3.65	7.78	30.28	29.97	15.66	23.99
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	4.06	0.14	2.92	4.18	7.66	6.27	4.33	5.77	7.28
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,055.56	2.03	2.15	1.06	12.93	-1.65	7.55	-	-	-	14.51
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,287.15	0.32	3.23	0.55	1.79	3.53	7.15	6.9	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	3.23	0.55	1.79	3.53	7.15	6.9	-	-	6.47
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.29	2.15	2.9	-0.73	3.94	2.14	6.71	8.91	9.22	7.08	7.34
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	3.18	0.57	2.03	3.43	6.69	6.09	4.75	5.24	5.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	299.19	1.0	3.1	0.55	1.65	3.38	6.64	6.45	4.72	-	4.05
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	2.04	-0.12	7.89	-0.04	6.58	13.91	13.58	9.41	10.06
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	-2.24	-1.27	11.6	-3.68	6.45	22.29	21.45	14.58	12.62
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	801.06	0.16	2.78	0.46	1.47	3.06	6.36	6.32	5.03	-	5.1
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,140.48	1.81	1.22	-0.27	9.66	-0.6	6.34	16.62	18.14	11.81	10.83
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,672.18	1.82	-1.58	0.85	13.41	-4.66	6.14	25.37	26.42	16.03	15.02
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,464.98	2.2	2.53	1.1	12.63	-1.11	5.13	18.63	21.98	12.01	14.95
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,359.61	2.22	2.69	0.97	12.74	-0.94	4.87	20.24	23.46	14.12	14.35
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,310.72	1.94	-0.64	3.06	21.05	-4.2	4.57	26.82	33.19	14.79	17.24
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	0.43	1.31	14.18	-2.11	4.47	22.03	24.7	14.56	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	1.89	0.17	10.63	-1.4	4.04	17.5	18.88	12.21	17.3
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,081.44	2.27	-1.19	1.05	10.76	-4.99	2.31	19.22	21.32	13.49	15.13
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	894.63	2.29	-0.65	-0.04	10.63	-4.75	0.01	20.65	22.83	14.7	13.39
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,755.29	2.03	0.16	1.15	12.85	-1.56	-	-	-	-	7.92
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	3.65	0.69	13.31	-1.06	-0.21	21.42	23.03	11.72	11.51
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	951.95	2.4	1.15	2.04	17.41	-2.91	-1.87	28.0	30.42	14.64	11.99