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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	9.02	0.79	11.77	2.22	22.96	16.16	12.54	10.22	7.25
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,428.77	1.88	5.31	-4.1	3.38	5.91	11.5	18.53	25.11	-	19.7
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,688.25	1.86	8.98	-1.06	1.51	6.96	10.52	-	-	-	13.69
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	771.56	0.55	5.56	0.31	1.58	4.59	8.76	7.34	5.94	7.42	7.02
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	468.41	0.41	5.49	0.33	1.54	4.55	8.68	7.46	5.61	6.7	7.38
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	217.05	0.89	5.23	0.28	1.52	4.32	8.52	7.44	7.15	6.31	7.23
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,396.44	0.29	4.92	0.5	1.85	4.14	7.92	7.27	5.77	-	6.21
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	367.63	1.15	4.63	0.45	1.69	3.88	7.65	6.87	6.97	5.97	7.08
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,604.71	2.09	7.49	-4.63	0.31	6.37	7.5	19.18	22.94	12.93	14.41
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,829.9	2.02	-0.26	-2.96	5.24	5.0	7.41	-	-	-	6.7
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,091.91	2.16	3.73	-0.81	2.32	4.22	7.35	11.57	11.32	8.5	8.34
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,706.47	0.32	4.04	0.45	1.51	3.31	6.95	6.94	5.54	6.09	6.9
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	43.26	2.13	4.29	-0.03	0.8	3.52	6.61	5.79	3.97	5.62	7.25
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	254.53	1.01	3.92	0.45	1.39	3.12	6.54	6.65	4.92	-	4.07
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,367.8	1.48	3.96	0.41	1.51	3.32	6.52	6.16	4.79	5.2	5.48
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,818.1	1.73	-1.23	-2.04	8.36	6.99	6.18	23.51	27.54	13.96	23.82
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	661.6	0.16	3.52	0.44	1.34	2.85	6.18	6.34	5.1	-	5.1
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,107.86	2.0	2.67	-1.61	4.18	5.55	5.78	-	-	-	13.97
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,892.55	1.8	-1.77	-2.42	4.3	4.53	5.66	19.72	23.38	14.69	14.88
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,394.52	2.16	3.23	-1.52	3.94	5.86	5.08	15.56	20.65	13.04	14.3
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.22	2.15	2.39	-1.12	-0.83	2.49	4.59	7.52	8.28	6.65	7.23
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,519.21	2.14	2.98	-1.62	3.8	5.42	4.4	13.7	19.23	10.84	14.87
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,596.76	2.06	1.96	-1.49	1.69	3.93	3.93	10.9	11.87	8.98	9.96
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,428.51	1.79	1.02	-1.86	1.81	4.27	3.84	12.95	15.98	11.11	10.76
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,853.08	1.99	0.61	-2.44	6.41	5.72	3.53	17.02	21.88	13.44	15.49
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,438.89	1.94	-2.61	-4.24	9.1	2.84	2.56	20.99	29.5	12.71	17.0
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,595.84	2.18	-1.58	-1.78	1.97	2.3	2.38	16.1	19.38	13.27	12.56
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	981.8	2.38	1.39	-2.62	7.86	10.4	0.81	23.23	28.29	13.12	11.91
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,471.13	1.9	0.59	-3.22	1.1	2.29	0.76	12.49	16.31	11.25	17.13
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,112.64	2.26	-1.61	-3.64	3.77	2.53	0.49	14.46	18.66	12.48	14.99
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	0.0	-	-	-	-	-	-	-	-	0.09
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	110.05	1.08	2.26	-3.22	3.64	5.13	-2.41	15.76	20.59	10.83	11.38
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	914.79	2.28	-2.57	-3.42	0.82	1.62	-3.72	15.83	19.45	13.42	13.19