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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	3,998.33	1.9	4.33	7.5	11.58	7.36	21.16	22.39	28.86	-	20.26
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,532.37	2.19	-0.98	5.22	7.42	2.82	15.8	22.48	23.4	14.52	12.75
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,524.15	2.11	10.08	4.28	14.33	10.54	13.73	25.36	26.99	13.78	14.78
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	11,690.15	1.76	-3.42	7.24	13.0	1.89	13.38	27.96	31.22	15.13	23.96
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,593.51	1.86	7.92	3.35	7.82	9.99	12.35	-	-	-	15.37
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,549.51	1.8	-2.41	5.58	10.11	1.17	12.1	23.64	27.8	15.54	15.04
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	5,924.35	1.81	1.49	4.86	8.6	4.02	11.5	15.92	19.38	11.61	10.88
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,012.36	2.03	1.08	5.49	8.02	3.76	11.49	-	-	-	14.55
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,536.89	2.08	2.16	4.07	6.65	3.79	10.46	13.43	14.44	9.32	10.13
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,003.54	2.19	2.77	2.56	4.6	4.36	9.92	12.68	13.0	8.6	8.38
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	699	0.55	4.41	1.06	3.55	5.31	9.67	7.33	6.44	7.54	7.05
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,662.01	2.01	-0.86	6.2	10.61	2.75	9.62	20.35	26.2	14.16	15.58
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	466.03	0.41	4.37	1.04	3.53	5.27	9.62	7.52	5.89	6.81	7.41
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	211.4	0.89	4.12	1.0	3.25	5.02	9.38	7.38	8.2	6.4	7.26
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	211.4	0.89	4.12	1.0	3.25	5.02	9.38	7.38	-	-	6.64
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,428	2.2	1.42	5.18	7.86	4.16	9.19	17.08	23.43	11.64	14.96
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,327.56	2.23	1.7	5.27	8.31	4.44	9.05	18.65	25.13	13.74	14.36
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.34	2.15	3.66	1.79	4.43	4.54	8.99	8.99	9.9	7.17	7.43
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,058.33	1.96	-3.59	7.98	13.6	0.08	8.66	24.33	35.02	13.92	17.14
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,377.07	1.91	1.72	5.54	6.35	3.34	8.24	16.33	20.15	12.01	17.37
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	42.08	2.13	3.92	0.87	3.18	4.76	8.09	6.07	4.55	5.72	7.3
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,174.24	0.29	3.22	0.62	2.33	4.12	7.89	7.06	5.67	-	6.17
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	338.18	1.15	3.16	0.68	2.33	3.98	7.82	6.69	-	-	6.26
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	338.18	1.15	3.16	0.68	2.33	3.98	7.82	6.69	7.29	6.02	7.09
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,732.69	0.32	2.67	0.49	1.76	3.52	7.2	6.84	5.43	6.14	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	5,732.69	0.32	2.67	0.49	1.76	3.52	7.2	6.84	-	-	6.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	292.3	1.0	2.54	0.37	1.61	3.23	6.81	6.37	4.61	-	4.02
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,225.22	1.48	2.59	0.5	1.86	3.37	6.6	5.99	4.72	5.26	5.47
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,057.56	2.27	-2.22	5.25	4.82	-0.51	6.58	17.47	22.21	13.08	15.14
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	584.65	0.16	2.31	0.47	1.48	3.12	6.45	6.28	4.98	-	5.09
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	880.95	2.3	-0.61	4.92	8.51	0.71	5.58	19.49	24.27	14.42	13.45
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	103.17	1.08	2.94	5.61	10.77	3.16	5.39	19.66	25.02	11.39	11.52
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	901.36	2.42	-0.87	7.58	14.87	1.8	2.5	25.1	32.09	14.08	11.93
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,678.43	2.04	-0.98	5.51	9.84	3.64	-	-	-	-	6.7