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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	4,161.26	1.89	9.8	4.54	16.73	7.92	15.04	23.86	26.81	-	20.72
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	118	2.38	8.16	4.72	14.1	7.94	13.33	18.67	13.53	9.48	7.24
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,755.29	2.03	2.68	2.17	15.55	2.37	10.56	-	-	-	10.31
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,623.28	1.86	10.06	0.96	11.1	9.89	9.59	-	-	-	15.31
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	718.83	0.55	5.31	0.05	2.36	5.18	9.52	7.36	5.98	7.52	7.04
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	471.3	0.41	5.22	0.07	2.34	5.07	9.39	7.52	5.65	6.75	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	213.99	0.89	5.01	0.19	2.35	4.84	9.21	7.49	7.24	6.36	7.25
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	213.99	0.89	4.62	0.14	2.61	4.74	9.03	7.45	-	-	6.56
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,365.36	0.29	4.45	0.55	2.09	4.31	8.08	7.26	5.75	-	6.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	396.96	1.15	4.22	0.44	2.0	4.08	7.91	6.86	6.96	5.99	7.09
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	396.96	1.15	3.93	0.51	2.2	4.03	7.82	6.81	-	-	6.27
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	43.19	2.13	4.37	0.03	1.96	4.22	7.64	6.02	4.07	5.69	7.28
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,037.71	2.18	4.61	0.71	6.55	4.45	7.53	12.76	11.96	8.67	8.41
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,548.07	2.19	0.58	1.18	13.55	0.28	7.27	20.14	20.52	14.12	12.74
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	6,287.15	0.32	3.4	0.5	1.73	3.51	7.11	6.9	-	-	6.46
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,287.15	0.32	3.6	0.49	1.57	3.45	7.09	6.92	5.51	6.12	6.9
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	299.19	1.0	3.47	0.45	1.54	3.23	6.72	6.54	4.83	-	4.06
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,546.42	1.48	3.58	0.45	1.65	3.46	6.68	6.13	4.77	5.23	5.49
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,055.56	2.03	4.31	1.83	15.1	4.55	6.36	-	-	-	15.04
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,345.38	1.75	0.75	1.18	18.98	1.5	6.35	28.38	28.54	14.82	24.02
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	801.06	0.16	3.08	0.43	1.38	2.96	6.28	6.33	5.06	-	5.1
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,548.09	2.1	12.24	-0.22	14.36	11.66	6.24	24.26	23.06	13.61	14.78
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.29	2.15	3.55	0.29	3.24	3.54	5.94	8.6	8.72	6.92	7.35
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,562.91	2.08	3.53	0.94	9.15	3.59	5.23	13.24	12.96	9.29	10.13
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,672.18	1.82	0.51	1.89	15.13	1.23	5.09	23.8	25.15	15.48	15.1
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,140.48	1.81	2.95	1.12	11.01	3.13	4.98	15.74	17.23	11.54	10.88
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,359.61	2.22	4.79	1.75	14.59	4.94	4.11	18.48	21.85	13.56	14.4
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,310.72	1.94	1.39	1.74	22.41	1.57	3.8	25.35	31.64	14.02	17.3
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,488.05	2.2	4.63	1.93	14.72	4.84	3.73	16.95	20.51	11.38	15.02
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,772.07	2.0	3.13	2.33	17.15	3.25	3.47	20.98	23.47	14.08	15.66
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,396.65	1.91	3.79	1.58	13.15	4.01	2.48	16.26	17.85	11.81	17.35
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,081.44	2.27	1.82	3.03	15.05	2.53	1.36	18.41	20.09	13.19	15.26
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	106.28	1.08	5.73	1.69	15.53	5.88	-0.2	20.15	21.97	11.32	11.56
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	894.63	2.29	0.84	1.57	12.0	1.16	-1.58	19.51	21.51	14.17	13.43
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	951.95	2.4	3.95	1.97	20.29	4.27	-2.03	27.4	28.95	13.87	12.1