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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	5.32	2.46	5.98	4.09	14.02	18.66	12.67	8.9	7.1
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,623.28	1.86	8.92	0.93	9.44	6.9	10.97	-	-	-	15.1
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	763	0.55	4.89	0.46	3.54	5.06	9.58	7.4	6.21	7.55	7.04
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	4.83	0.44	3.43	5.03	9.47	7.69	5.71	6.77	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	213.99	0.89	4.62	0.49	3.21	4.83	9.28	7.52	8.02	6.38	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	4.63	0.49	3.21	4.83	9.28	7.52	-	-	6.62
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,548.09	2.1	10.83	0.68	15.61	6.28	8.74	26.53	25.45	14.13	14.74
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,365.36	0.29	3.98	0.73	2.51	4.25	8.08	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	3.77	0.6	2.4	4.0	7.9	6.8	7.24	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	3.77	0.6	2.4	4.0	7.9	6.8	-	-	6.28
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	4.19	0.26	2.97	4.34	7.79	6.27	4.34	5.76	7.29
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,037.71	2.18	3.54	0.75	6.0	2.75	7.76	13.46	12.49	8.73	8.39
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,345.38	1.75	-1.56	1.93	17.0	-3.25	7.27	30.36	29.61	15.44	23.96
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,055.56	2.03	1.82	0.74	12.08	-0.84	7.21	-	-	-	14.36
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,287.15	0.32	3.25	0.55	1.79	3.53	7.14	6.9	5.48	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	3.25	0.55	1.79	3.53	7.14	6.9	-	-	6.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	299.19	1.0	3.22	0.66	1.86	3.52	6.76	6.52	4.73	-	4.06
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	3.19	0.58	1.98	3.43	6.7	6.1	4.74	5.24	5.48
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.29	2.15	2.75	-0.88	3.59	2.3	6.56	8.85	9.16	7.03	7.32
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	1.86	-0.3	7.4	0.59	6.4	14.01	13.52	9.35	10.05
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	801.06	0.16	2.8	0.46	1.46	3.05	6.35	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	1.0	-0.49	8.88	0.1	6.1	16.69	18.05	11.72	10.82
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	-2.65	-1.68	10.88	-3.6	6.01	22.62	21.26	14.43	12.59
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,672.18	1.82	-2.13	0.28	12.05	-4.45	5.53	25.37	26.23	15.81	14.98
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,464.98	2.2	2.15	0.72	11.71	-0.25	4.74	18.75	21.83	11.86	14.93
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,359.61	2.22	2.34	0.63	11.87	-0.1	4.52	20.29	23.41	13.95	14.33
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,310.72	1.94	-1.1	2.59	20.79	-4.35	4.09	27.03	32.71	14.6	17.21
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	-	0.87	13.02	-1.32	4.01	22.05	24.52	14.39	15.56
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	1.46	-0.25	9.28	-0.68	3.6	17.56	18.75	12.1	17.28
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,081.44	2.27	-1.6	0.63	9.77	-4.41	1.88	19.25	21.14	13.37	15.1
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,755.29	2.03	-0.17	0.82	12.1	-1.26	-	-	-	-	7.57
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	894.63	2.29	-0.97	-0.36	9.86	-3.83	-0.3	20.71	22.69	14.6	13.37
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	2.97	0.03	11.83	-0.48	-0.87	21.69	22.84	11.59	11.48
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	951.95	2.4	0.81	1.69	16.39	-2.16	-2.2	28.25	30.07	14.48	11.96