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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	149	2.38	0.88	1.72	5.58	16.65	24.32	21.55	12.84	13.28	7.87
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,012.1	1.83	-0.26	0.63	2.82	7.8	19.0	-	-	-	15.44
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,665.37	2.08	0.6	2.47	8.07	4.38	18.42	18.49	16.48	15.91	14.63
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,765.94	1.86	-0.89	0.12	1.25	-0.07	10.41	18.46	19.09	-	19.1
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	131.9	1.08	-1.14	0.97	0.68	1.26	8.56	16.99	15.45	12.72	11.38
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	377.28	0.41	-0.02	0.13	0.94	2.27	7.41	7.4	5.61	6.58	7.33
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	772.35	0.55	-0.02	0.1	0.89	2.12	7.36	7.18	5.7	7.22	6.97
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,903.96	0.29	0.06	0.41	1.37	2.84	7.27	7.26	5.96	-	6.18
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	193.64	0.89	0.01	0.23	1.06	2.22	7.18	7.28	7.08	6.2	7.19
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,410.82	2.21	-2.25	-0.98	0.86	-0.05	6.82	14.74	15.1	14.16	14.15
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	382.89	1.15	0.02	0.29	1.13	2.49	6.68	6.78	7.07	5.86	7.04
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,744.65	0.32	0.15	0.47	1.41	2.81	6.37	6.87	5.76	6.0	6.87
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,149.11	2.01	-2.25	-0.97	0.8	-0.18	6.37	14.18	-	-	12.75
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,199.96	2.13	-0.56	-0.38	0.78	1.06	6.17	11.1	9.54	8.7	8.28
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	338.18	1.0	0.13	0.51	1.5	2.74	6.1	6.68	5.21	-	4.14
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,316.11	1.48	0.04	0.32	1.1	2.3	5.85	6.11	4.94	5.04	5.46
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,484	2.26	-2.59	-0.97	1.17	-0.85	5.82	12.81	13.73	12.05	14.61
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	438.49	0.16	0.15	0.44	1.31	2.65	5.69	6.29	5.31	-	5.12
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	36.37	1.83	0.01	0.16	0.71	1.3	5.58	5.71	3.88	5.48	7.19
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,346.65	1.72	-1.68	-0.5	0.65	1.56	5.16	23.76	21.14	15.26	23.53
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,752.7	2.05	-0.87	-0.72	0.64	0.52	5.16	10.22	9.75	9.56	9.82
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,394.2	1.91	-1.56	-0.57	1.57	-0.18	4.85	11.72	12.1	12.8	16.94
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,645.73	1.75	-1.05	-0.9	0.63	0.24	4.69	12.25	12.3	12.15	10.67
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	961.89	2.39	-2.28	-0.72	-0.5	-2.44	4.33	20.78	21.05	14.16	11.66
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,915.11	1.98	-2.16	-0.95	-1.11	-0.96	4.23	17.03	16.67	14.55	15.29
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	7,048.03	1.81	-1.87	-0.62	0.27	0.75	4.13	15.99	15.64	14.94	14.12
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.52	1.85	-0.7	-0.1	0.68	0.02	3.77	6.83	7.34	6.61	7.11
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	923.45	2.28	-1.42	-0.09	1.32	0.67	3.51	16.3	15.35	15.18	13.14
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,103.02	2.26	-1.82	-0.4	0.25	-1.66	2.09	13.66	13.45	13.81	14.75
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,451.04	1.93	-0.81	0.13	-1.02	-2.31	1.2	19.75	21.14	13.62	16.74
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,820.5	2.01	-2.27	-1.12	-3.76	-4.34	0.14	-	-	-	4.12
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	995.06	2.11	-1.47	0.51	1.93	-	-	-	-	-	3.62
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,628.3	2.17	-2.51	-2.03	-3.54	-2.7	-1.96	15.2	13.96	14.01	12.21