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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	12.3	2.38	22.88	3.41	8.51	17.49	21.95	21.02	12.91	12.28	7.81
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	292.51	1.84	17.85	1.92	5.59	7.95	14.78	-	-	-	15.8
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	160.1	2.09	14.8	0.63	9.29	1.15	8.75	16.76	17.47	15.24	14.54
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	40.37	0.38	7.42	0.32	1.57	2.28	7.67	7.51	5.65	6.63	7.35
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	77.1	0.55	7.4	0.25	1.51	2.12	7.61	7.35	5.79	7.29	6.99
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	198.79	0.29	6.99	0.51	1.51	2.92	7.39	7.3	5.93	-	6.2
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	19.39	0.89	7.08	0.36	1.48	2.24	7.35	7.38	7.12	6.24	7.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	39.74	1.1	6.52	0.42	1.37	2.63	6.88	6.87	7.07	5.9	7.06
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	711.86	0.31	6.04	0.46	1.41	2.81	6.48	6.91	5.72	6.02	6.88
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	33.11	1.0	5.79	0.56	1.36	2.68	6.16	6.75	5.15	-	4.12
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	223.66	1.46	5.64	0.41	1.23	2.4	5.99	6.17	4.92	5.08	5.47
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	467.36	1.87	9.51	-0.11	2.55	1.54	5.87	17.21	20.87	-	19.32
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	56.74	0.16	5.39	0.42	1.31	2.64	5.8	6.32	5.27	-	5.12
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	3.71	1.83	5.52	0.15	1.06	1.3	5.65	5.77	3.91	5.53	7.21
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	117.13	2.14	6.19	0.52	1.91	2.16	5.19	10.94	10.26	8.76	8.33
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	139.82	2.21	6.35	0.76	2.23	2.82	3.07	14.28	16.84	14.49	14.23
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	172.76	2.05	4.98	0.59	2.55	2.12	3.03	9.93	10.58	9.66	9.93
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.06	1.85	3.64	0.44	1.29	0.51	3.0	6.78	7.69	6.74	7.15
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	733.26	1.78	4.3	0.71	2.78	2.15	2.4	11.86	13.76	12.28	10.74
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	212.98	2.01	5.78	0.73	2.21	2.79	2.34	13.82	-	-	13.44
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	144.2	1.96	5.36	0.84	1.89	2.19	2.02	12.34	15.47	12.29	14.73
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	13.15	1.08	5.95	-1.14	0.85	0.99	1.33	15.62	16.86	12.58	11.38
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	335.82	1.91	4.19	1.16	2.75	1.63	0.97	11.04	13.62	12.92	17.03
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,323.58	1.74	2.86	-0.81	2.51	2.46	0.88	22.81	23.31	15.71	23.65
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	292.8	1.98	3.34	-1.03	0.74	1.92	0.82	16.4	18.47	14.87	15.39
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	95.56	2.13	-	0.05	3.82	-	-	-	-	-	3.09
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	699.77	1.66	2.25	-0.07	2.79	2.83	-0.63	15.25	17.44	15.37	14.22
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	96.78	2.39	2.5	-1.18	1.83	-0.04	-1.46	20.21	23.47	14.59	11.76
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	164.3	2.17	-0.56	-2.47	-3.92	-0.13	-1.67	14.66	15.81	14.27	12.39
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	184.5	2.02	-0.12	-1.08	-2.32	-1.39	-1.69	-	-	-	5.18
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	91.97	2.28	1.94	0.43	3.32	2.03	-2.07	15.65	16.69	15.19	13.21
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	109.66	2.26	0.58	0.33	1.07	1.38	-2.73	12.59	15.17	13.86	14.84
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	349.56	1.93	-0.55	-2.75	-0.1	-1.27	-3.97	19.22	22.99	13.82	16.81