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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	15.8	3.68	10.43	14.68	21.29	22.54	14.11	11.9	7.55
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	6.07	0.71	1.19	4.02	7.71	7.59	5.61	6.66	7.36
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	2,368.55	0.29	5.69	0.45	1.5	3.84	7.69	7.29	5.82	-	6.19
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	806.21	0.55	6.11	0.72	1.15	4.07	7.64	7.34	6.0	7.35	7.0
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	203.97	0.89	5.85	0.73	1.17	3.96	7.44	7.46	7.25	6.27	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	5.35	0.46	1.37	3.66	7.17	6.91	7.03	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	4.83	0.45	1.39	3.14	6.73	6.95	5.61	6.06	6.89
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	304.86	1.0	4.58	0.34	1.25	3.02	6.29	6.66	4.97	-	4.08
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,195.56	0.0	4.59	0.37	1.23	3.1	6.29	6.19	4.85	5.14	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	303.32	0.16	4.28	0.44	1.32	2.78	6.02	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	4.64	0.74	0.53	2.9	5.68	6.0	4.07	5.51	7.23
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,670.41	1.86	11.73	2.27	1.4	9.61	5.38	-	-	-	14.17
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,139.24	2.15	3.92	0.09	-0.56	4.58	2.14	11.48	11.45	8.52	8.3
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,330.68	1.88	7.15	-0.33	-1.17	12.08	0.83	18.12	25.13	-	19.57
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	21.08	1.85	2.15	0.35	-1.1	1.55	0.72	7.36	8.4	6.72	7.15
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.16	-	0.07	-	-	-	-	-	-	-0.92
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,783.29	2.02	1.16	0.43	-1.01	8.65	-1.07	-	-	-	7.13
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,658	2.06	1.88	0.03	-1.48	4.44	-2.18	10.69	12.06	9.27	9.85
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,664.32	1.8	0.84	-0.11	-1.91	4.82	-4.07	12.73	16.26	11.74	10.69
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,362.83	2.18	2.97	-1.31	-1.51	7.76	-4.09	15.38	20.86	14.14	14.21
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,068.68	2.01	2.47	-1.31	-1.47	7.98	-4.12	14.81	-	-	13.22
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,459.76	2.11	5.7	0.69	-6.79	5.19	-4.27	18.08	23.29	13.82	14.18
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	1.12	-0.31	-1.0	8.68	-5.07	17.06	22.05	14.64	15.42
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,501.45	1.75	-1.6	-1.32	-1.8	10.26	-5.14	22.89	26.31	14.96	23.64
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,461.66	2.2	2.06	-1.63	-2.2	6.97	-5.24	13.42	18.93	11.81	14.71
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,282.99	1.95	-1.23	0.86	-1.08	14.74	-5.56	20.5	27.69	14.08	16.95
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	935.71	2.4	1.25	0.39	-1.92	10.35	-5.67	22.65	27.57	14.36	11.81
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,650.98	1.81	-1.23	-0.17	-1.43	7.39	-6.05	15.97	20.83	14.74	14.18
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	4.29	0.7	-1.13	8.3	-7.9	16.88	21.49	12.03	11.4
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	0.33	-1.24	-3.42	3.9	-8.01	12.78	16.69	12.12	17.0
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	0.03	-1.26	-0.46	10.66	-8.17	15.61	19.89	14.46	12.56
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,075.82	2.27	-1.66	-1.46	-2.78	5.35	-8.41	14.32	19.12	13.37	14.88
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	878.93	2.3	-1.56	0.56	-1.92	4.36	-9.66	16.95	19.99	14.59	13.15