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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	14.9	3.04	10.05	13.84	22.25	20.9	13.37	11.24	7.51
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,670.41	1.86	13.29	3.25	4.02	12.55	9.14	-	-	-	15.34
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	806.21	0.55	5.95	0.44	0.97	4.51	7.97	7.26	6.0	7.35	7.0
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	5.9	0.44	0.98	4.42	7.96	7.42	5.6	6.66	7.36
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	2,368.55	0.29	5.57	0.46	1.51	4.05	7.76	7.28	5.82	-	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	5.68	0.49	0.98	4.21	7.59	7.35	7.23	6.26	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	5.22	0.43	1.37	3.81	7.23	6.86	7.02	5.95	7.07
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	7,553.93	0.0	4.72	0.46	1.41	3.22	6.79	6.95	5.6	6.07	6.89
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	4.5	0.38	1.25	3.24	6.36	6.16	4.84	5.15	5.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	304.86	1.0	4.38	0.37	1.16	2.98	6.15	6.62	4.96	-	4.07
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	303.32	0.16	4.16	0.44	1.32	2.8	6.05	6.35	5.15	-	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	4.49	0.38	0.29	3.2	5.87	5.77	4.05	5.49	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	5.14	0.87	1.6	6.94	4.35	11.25	11.36	8.62	8.36
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,783.29	2.02	4.77	3.78	4.79	15.13	4.01	-	-	-	10.37
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,330.68	1.88	8.9	2.43	2.59	18.42	3.99	18.24	24.39	-	19.9
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	21.08	1.85	2.7	0.59	0.03	3.23	2.34	7.13	8.36	6.75	7.2
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,658	2.06	3.86	1.27	2.04	8.49	1.46	10.55	12.04	9.41	10.01
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,362.83	2.18	6.32	1.54	3.99	14.29	1.36	15.12	20.66	14.43	14.35
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,068.68	2.01	5.8	1.58	4.0	14.31	1.15	15.19	-	-	14.52
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,501.45	1.75	2.78	2.46	4.61	19.52	0.62	22.91	26.29	15.47	23.9
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	4.71	2.68	4.97	16.01	0.45	16.79	21.92	14.96	15.6
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,664.32	1.8	3.16	1.34	2.22	9.76	0.34	12.63	16.07	11.98	10.8
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,461.66	2.2	5.4	1.21	3.29	13.34	0.14	13.11	18.72	12.09	14.91
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.16	-	2.04	-	-	-	-	-	-	2.25
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,459.76	2.11	8.03	0.41	-2.5	10.7	-0.81	16.99	22.74	13.98	14.34
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,650.98	1.81	1.99	2.38	4.31	14.51	-0.85	15.67	20.52	15.03	14.39
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	3.79	3.18	6.13	16.35	-1.71	16.76	19.71	14.88	12.79
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	935.71	2.4	3.74	2.22	3.01	17.6	-1.84	21.36	26.84	14.54	11.96
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,282.99	1.95	2.2	4.01	3.38	21.8	-2.51	20.36	27.08	14.69	17.16
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	7.47	2.94	4.61	14.63	-2.66	16.61	20.96	12.2	11.54
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	3.31	1.37	1.86	9.64	-2.82	12.63	16.46	12.32	17.17
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,075.82	2.27	1.5	1.66	3.13	11.41	-3.82	13.74	19.1	13.57	15.08
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	878.93	2.3	1.2	2.79	2.62	10.5	-4.67	16.88	19.7	14.83	13.32