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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 Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	3,745.45	1.91	1.22	6.54	5.91	0.76	14.92	17.54	27.48	-	19.86
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,445.78	2.21	-3.95	5.96	1.98	-2.83	12.42	18.22	21.6	14.32	12.6
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,483.75	1.75	6.47	4.0	7.18	4.24	11.19	-	-	-	14.7
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	11,335.14	1.74	-7.78	3.02	1.89	-5.98	10.38	22.14	28.75	14.84	23.76
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,380.64	1.83	-5.01	2.88	2.79	-4.23	10.18	18.89	25.77	15.47	14.91
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	699	0.52	3.82	1.49	3.18	4.89	9.67	6.89	6.59	7.43	7.03
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	352.65	0.42	3.77	1.49	3.12	4.84	9.59	7.02	5.97	6.79	7.4
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,414.89	2.15	8.23	6.87	10.22	3.74	9.54	21.33	23.88	13.54	14.7
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	201.81	1.14	3.52	1.41	2.87	4.61	9.32	6.98	8.34	6.34	7.25
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	201.81	1.14	3.52	1.41	2.87	4.61	9.32	6.98	-	-	6.55
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.07	2.19	3.2	2.3	3.67	3.34	9.01	8.11	9.61	7.16	7.42
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	5,614.06	1.84	-0.59	3.2	4.54	-0.56	8.78	13.11	17.92	11.41	10.81
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	42.75	2.19	3.38	1.49	2.77	4.31	8.17	5.47	4.69	5.6	7.29
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	976.2	2.2	1.26	1.66	2.47	1.78	8.08	11.01	12.17	8.36	8.33
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,491.9	2.09	0.38	2.72	3.7	-0.02	8.03	11.07	13.43	9.23	10.03
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,259.81	0.5	2.88	0.93	2.3	4.08	7.9	6.98	5.69	-	6.16
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	1,956.65	2.07	-1.68	3.18	3.12	-1.61	7.87	-	-	-	13.62
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	347.03	1.24	2.77	0.94	2.22	3.85	7.74	6.51	-	-	6.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	347.03	1.24	2.77	0.94	2.22	3.85	7.74	6.51	7.34	6.01	7.09
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,474.35	0.4	2.39	0.59	1.82	3.58	7.23	6.79	5.42	6.16	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	5,474.35	0.4	2.39	0.59	1.82	3.58	7.23	6.79	-	-	6.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	289.37	0.99	2.4	0.67	1.79	3.5	7.04	6.4	4.59	-	4.03
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	1,704.31	1.5	2.31	0.71	1.84	3.35	6.58	5.87	4.73	5.27	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	472.65	0.13	2.06	0.51	1.52	3.16	6.48	6.26	4.96	-	5.09
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,615.29	2.01	-4.75	2.0	1.78	-4.35	6.45	15.07	23.71	13.8	15.42
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,428	2.23	-0.98	3.41	3.4	-0.89	6.42	13.4	21.44	11.54	14.86
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,288.33	2.25	-0.89	3.33	3.57	-1.17	5.95	14.76	22.9	13.55	14.28
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,296.17	1.93	-0.17	3.03	3.35	-1.37	5.31	12.97	18.46	11.89	17.31
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,044.25	2.3	-4.83	1.68	0.43	-5.35	3.72	12.86	20.08	12.93	15.02
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	862.88	2.33	-3.1	2.3	1.97	-4.73	2.66	15.97	22.28	14.29	13.34
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	98.9	1.08	-0.75	2.58	3.64	-4.35	2.53	14.84	23.05	11.1	11.38
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	882.28	2.49	-5.32	2.63	3.18	-6.13	1.11	19.93	29.38	13.64	11.69
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	2,955.92	1.98	-10.26	3.46	-1.79	-10.47	0.06	17.23	31.47	13.12	16.77
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,605	2.11	-4.61	2.0	2.9	-2.12	-	-	-	-	2.78