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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	442.88	1.88	8.18	0.59	13.84	10.37	13.59	22.25	26.1	-	20.39
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	11.8	2.38	7.72	2.5	13.85	8.51	11.62	17.61	12.93	9.72	7.21
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	182.99	2.02	1.95	0.91	11.47	4.92	9.5	-	-	-	9.45
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	71.88	0.55	5.29	0.39	2.09	5.14	9.35	7.34	5.91	7.52	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	47.13	0.41	5.18	0.35	2.04	5.04	9.2	7.52	5.61	6.74	7.39
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	21.4	0.89	5.01	0.48	2.09	4.86	9.07	7.49	7.13	6.35	7.25
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	268.82	1.86	9.64	0.41	7.32	10.39	8.95	-	-	-	14.89
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	139.64	0.29	4.5	0.58	1.97	4.32	8.01	7.26	5.74	-	6.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	36.76	1.15	4.25	0.51	1.88	4.09	7.82	6.85	6.95	5.99	7.09
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.32	2.13	4.37	0.36	1.6	4.28	7.5	6.06	3.97	5.68	7.28
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	109.19	2.16	4.29	0.42	5.41	4.97	7.38	12.54	11.88	8.66	8.4
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	570.65	0.32	3.65	0.47	1.54	3.46	7.06	6.92	5.51	6.11	6.9
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	25.45	1.01	3.53	0.49	1.53	3.18	6.66	6.56	4.84	-	4.06
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	236.78	1.48	3.62	0.47	1.59	3.48	6.62	6.13	4.76	5.23	5.49
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	66.16	0.16	3.14	0.42	1.37	2.96	6.26	6.33	5.06	-	5.1
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	160.47	2.09	12.24	-0.63	10.63	15.15	6.23	23.71	23.25	13.65	14.77
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	210.79	2.0	3.92	1.03	11.63	6.61	5.91	-	-	-	14.83
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.72	2.15	3.36	0.32	2.26	3.73	5.65	8.53	8.68	6.93	7.33
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,281.81	1.73	-0.31	-0.44	14.25	4.5	4.98	27.66	28.41	14.87	23.95
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	159.68	2.06	3.02	0.32	6.72	4.49	4.61	12.91	12.8	9.32	10.09
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	642.85	1.79	2.35	0.34	7.93	4.46	4.52	15.37	17.03	11.57	10.85
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	689.25	1.8	-0.32	0.24	10.78	3.48	4.47	23.13	25.05	15.5	15.04
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	159.58	2.18	-1.29	-0.24	7.1	0.59	4.28	19.01	20.15	14.06	12.63
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	139.45	2.16	4.38	0.96	11.19	6.93	3.93	18.11	21.78	13.66	14.38
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	343.89	1.94	1.3	0.47	16.95	5.17	3.93	25.05	31.6	14.1	17.29
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	148.81	2.14	4.07	0.94	11.15	6.56	3.42	16.54	20.55	11.46	14.98
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	285.31	1.99	2.42	0.78	12.71	5.82	2.56	20.53	23.36	14.15	15.62
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	347.11	1.9	2.39	-0.23	9.02	4.39	0.85	15.55	17.61	11.79	17.27
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	111.26	2.26	0.16	0.76	11.05	2.8	-0.18	17.56	19.8	13.21	15.15
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	11	1.08	4.58	-0.39	10.8	7.59	-1.78	19.34	21.93	11.39	11.51
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	98.18	2.38	2.96	0.53	15.32	7.34	-2.6	26.61	28.67	13.79	12.04
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	91.48	2.28	0.01	-0.19	7.91	2.61	-3.03	19.08	21.34	14.22	13.38