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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	16.99	4.18	11.73	17.17	22.83	23.01	14.48	11.93	7.61
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	6.02	0.56	1.09	4.14	7.79	7.56	5.61	6.66	7.36
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	806.21	0.55	6.08	0.57	1.08	4.21	7.77	7.33	6.0	7.35	7.0
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	2,368.55	0.29	5.67	0.49	1.49	3.89	7.71	7.29	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	5.83	0.62	1.11	4.05	7.53	7.46	7.24	6.27	7.22
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,670.41	1.86	13.19	3.17	3.75	10.39	7.48	-	-	-	15.12
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	544.59	0.0	5.32	0.46	1.35	3.7	7.19	6.91	7.03	5.94	7.07
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	7,553.93	0.0	4.81	0.46	1.4	3.17	6.75	6.95	5.61	6.06	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	4.58	0.4	1.23	3.14	6.31	6.18	4.85	5.15	5.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	304.86	1.0	4.48	0.32	1.23	2.93	6.22	6.62	4.97	-	4.07
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	303.32	0.16	4.25	0.44	1.32	2.78	6.03	6.35	5.16	-	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	4.66	0.61	0.46	3.05	5.86	5.99	4.06	5.52	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	4.62	0.32	0.75	4.85	3.31	11.35	11.8	8.59	8.33
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	21.08	1.85	2.53	0.41	-0.46	2.01	1.55	7.33	8.57	6.76	7.18
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,330.68	1.88	8.29	0.83	1.4	14.21	1.4	18.57	25.35	-	19.77
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,783.29	2.02	3.16	1.65	2.42	8.8	0.37	-	-	-	8.86
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.16	-	0.86	-	-	-	-	-	-	1.14
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,658	2.06	3.02	0.38	0.66	5.05	-0.82	10.5	12.57	9.4	9.94
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,362.83	2.18	4.89	-0.27	1.72	8.54	-1.86	15.19	21.91	14.35	14.29
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,068.68	2.01	4.37	-0.27	1.74	8.67	-1.86	15.04	-	-	13.93
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,459.76	2.11	7.39	0.47	-3.88	5.38	-2.37	17.76	24.25	14.01	14.29
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,664.32	1.8	2.18	0.35	0.58	5.38	-2.63	12.6	16.96	11.89	10.75
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,461.66	2.2	3.88	-0.54	1.01	7.66	-3.06	13.21	19.82	12.02	14.81
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	3.0	0.7	2.41	9.54	-3.54	16.88	23.02	14.85	15.51
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,501.45	1.75	0.83	-0.13	1.61	11.63	-3.54	22.74	27.36	15.24	23.78
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	935.71	2.4	2.88	0.68	1.27	10.73	-3.83	22.26	28.35	14.55	11.91
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,650.98	1.81	0.88	0.76	2.38	8.44	-3.88	15.84	21.88	14.98	14.31
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,282.99	1.95	1.19	1.86	2.71	14.89	-4.05	20.45	28.76	14.36	17.09
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	6.66	2.15	2.74	9.4	-5.28	16.8	22.64	12.28	11.5
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	1.89	-0.45	-0.47	4.69	-5.89	12.62	17.6	12.29	17.08
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	2.34	0.88	3.87	12.1	-6.28	15.61	20.83	14.73	12.69
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,075.82	2.27	0.09	-0.28	0.59	6.37	-6.71	14.1	20.06	13.58	14.98
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	878.93	2.3	-0.04	1.31	1.12	5.05	-7.56	16.82	20.95	14.78	13.24