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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	11.9	4.16	10.28	4.11	21.88	15.65	12.75	10.59	7.4
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,366.51	1.87	5.22	-3.04	1.97	12.53	10.33	17.4	24.92	-	19.61
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,664.55	1.85	9.0	-0.82	1.59	8.9	9.36	-	-	-	13.49
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	798.01	0.55	5.53	0.17	1.3	4.66	8.53	7.28	5.94	7.37	7.01
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	471.16	0.41	5.48	0.23	1.28	4.63	8.48	7.37	5.59	6.68	7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	215.46	0.89	5.25	0.19	1.29	4.37	8.36	7.38	7.17	6.27	7.23
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,948.3	0.29	5.02	0.44	1.81	4.12	7.89	7.27	5.78	-	6.21
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	516.26	1.15	4.71	0.39	1.61	3.87	7.59	6.86	6.97	5.96	7.08
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,853.1	0.32	4.21	0.45	1.49	3.27	6.9	6.94	5.55	6.08	6.9
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	276.95	1.01	4.06	0.51	1.49	3.12	6.49	6.65	4.94	-	4.08
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,225.47	1.48	4.04	0.36	1.46	3.29	6.48	6.15	4.8	5.19	5.48
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	43.3	2.13	4.31	-0.07	0.53	3.58	6.48	5.69	4.0	5.56	7.25
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	286.14	0.16	3.69	0.44	1.33	2.83	6.15	6.35	5.11	-	5.11
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,788.91	2.02	0.04	-2.09	2.56	10.97	6.05	-	-	-	6.84
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,116.4	2.15	3.82	-0.47	1.7	5.67	6.03	11.16	11.32	8.46	8.34
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,547.92	2.1	6.34	-5.55	-2.27	10.44	5.27	17.54	22.67	13.01	14.32
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,376.95	2.18	3.95	-0.48	3.81	10.71	4.31	14.98	20.69	13.4	14.31
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,087.22	2.01	3.37	-0.6	3.8	10.48	4.27	-	-	-	14.12
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,789.22	1.81	-1.52	-1.56	2.34	11.11	4.03	18.96	23.25	14.91	14.88
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	21.39	2.15	2.12	-1.26	-1.21	2.88	4.01	7.16	8.28	6.6	7.2
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,595.54	1.75	-0.86	-1.09	4.22	16.0	3.93	22.89	26.99	14.23	23.82
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,519.21	2.2	3.21	-0.92	3.22	9.76	3.44	12.97	19.02	11.09	14.86
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,678.91	2.06	1.88	-1.2	0.53	6.35	3.03	10.37	11.87	9.01	9.94
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,583.34	1.8	0.93	-1.51	0.43	8.0	2.7	12.26	15.98	11.23	10.74
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,842.03	1.99	0.89	-1.78	3.48	12.57	2.29	16.28	21.87	13.76	15.49
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,393.53	1.94	-2.78	-4.64	1.83	14.56	1.0	19.98	28.55	13.08	16.97
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,576.4	2.18	-1.18	-0.23	1.46	7.21	0.57	15.92	19.28	13.44	12.57
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,391.41	1.91	1.11	-1.23	0.6	5.71	0.44	11.93	16.48	11.42	17.13
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.25	-	-	-	-	-	-	-	-	0.11
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	961.74	2.39	0.93	-1.84	3.51	16.95	-0.24	22.0	27.43	13.36	11.87
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,099.54	2.26	-1.25	-1.44	2.36	5.85	-1.62	13.58	18.91	12.63	14.99
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	108.17	1.08	2.91	-1.77	2.07	10.73	-2.33	15.45	20.5	11.0	11.4
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	892.29	2.29	-2.35	-2.3	-0.32	6.6	-4.46	15.46	19.53	13.7	13.19