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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	13.69	2.54	8.19	11.8	23.06	18.85	13.35	11.34	7.46
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,670.41	1.86	11.74	2.58	2.33	12.61	9.25	-	-	-	14.56
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	806.21	0.55	5.83	0.24	0.9	4.61	8.12	7.22	5.98	7.36	7.0
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	5.79	0.3	0.93	4.55	8.1	7.32	5.6	6.66	7.36
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	2,368.55	0.29	5.44	0.43	1.48	4.08	7.75	7.27	5.8	-	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	5.55	0.32	1.0	4.25	7.69	7.29	7.23	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	5.11	0.4	1.33	3.83	7.22	6.83	7.02	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	4.6	0.46	1.38	3.23	6.81	6.94	5.59	6.07	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	4.39	0.35	1.22	3.26	6.36	6.14	4.83	5.16	5.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	304.86	1.0	4.36	0.35	1.3	2.99	6.22	6.65	4.96	-	4.08
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	4.47	0.27	0.46	3.37	6.13	5.62	4.05	5.56	7.23
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	303.32	0.16	4.06	0.44	1.31	2.81	6.08	6.35	5.14	-	5.11
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,330.68	1.88	7.5	3.22	-0.39	17.43	5.62	17.48	24.47	-	19.75
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,139.24	2.15	4.36	0.6	0.49	7.04	4.45	10.8	11.35	8.64	8.33
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,783.29	2.02	2.73	3.15	1.68	14.45	3.63	-	-	-	8.75
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	21.08	1.85	2.35	0.29	-0.65	3.4	2.67	6.82	8.29	6.76	7.18
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,658	2.06	2.66	0.86	-0.04	8.33	1.37	9.78	11.99	9.38	9.94
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,362.83	2.18	4.51	0.93	1.09	14.41	1.13	14.07	20.48	14.43	14.29
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,068.68	2.01	3.97	0.93	1.08	14.52	0.99	13.98	-	-	13.96
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	3.21	2.63	1.57	16.3	0.75	15.92	21.97	14.99	15.55
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,459.76	2.11	6.17	-0.95	-6.0	11.48	0.71	16.36	22.04	14.21	14.24
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,664.32	1.8	1.79	0.95	-0.21	10.04	0.56	11.75	15.94	11.98	10.75
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,501.45	1.75	1.07	2.26	0.94	19.58	0.47	21.74	26.71	15.42	23.83
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,461.66	2.2	3.93	0.77	0.8	13.75	0.22	12.2	18.79	12.12	14.84
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.16	-	0.19	-	-	-	-	-	-	0.34
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	3.33	5.39	4.43	17.15	-0.71	16.47	19.95	15.02	12.78
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,650.98	1.81	0.15	2.14	0.71	14.81	-0.89	14.48	20.55	14.98	14.3
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,282.99	1.95	0.83	3.93	0.01	21.67	-1.78	19.48	28.27	14.72	17.1
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	935.71	2.4	1.54	0.54	-0.86	17.0	-1.8	19.99	27.04	14.42	11.86
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	1.74	1.03	-0.86	9.97	-2.52	11.6	16.28	12.37	17.1
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	5.7	3.14	0.69	14.86	-3.18	15.56	20.81	12.29	11.48
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,075.82	2.27	-0.13	1.79	0.46	10.85	-3.49	12.78	18.67	13.61	15.0
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	878.93	2.3	-0.38	2.15	-0.58	10.57	-5.0	15.73	19.72	14.86	13.24