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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	12.3	2.38	20.88	3.47	10.03	25.06	26.86	22.32	15.36	11.7	7.76
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	279.86	1.84	16.61	2.74	7.51	9.76	14.62	-	-	-	16.06
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	442.59	1.86	10.12	4.46	2.91	9.2	9.96	18.06	24.85	-	19.73
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	151.37	2.1	14.09	5.11	5.99	5.21	9.51	18.52	21.0	14.69	14.59
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	79.76	0.55	7.03	0.59	1.34	3.06	8.13	7.46	5.91	7.23	7.01
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	40.02	0.0	6.98	0.6	1.39	3.06	8.1	7.67	5.65	6.66	7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	19.51	0.89	6.62	0.49	1.29	2.94	7.74	7.53	7.17	6.22	7.22
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	176.09	0.29	6.37	0.47	1.47	3.35	7.59	7.32	5.88	-	6.2
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,258.51	1.74	5.18	4.61	6.64	14.89	7.14	24.21	27.15	15.58	23.88
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	38.96	0.0	6.01	0.44	1.37	3.11	7.11	6.95	7.05	5.91	7.07
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	135.6	2.19	7.04	3.01	3.74	7.71	6.79	14.9	20.15	14.15	14.31
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	736.7	0.0	5.46	0.47	1.41	2.96	6.6	6.94	5.66	6.04	6.88
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	115.27	2.14	6.11	1.48	2.3	4.56	6.56	11.05	11.3	8.57	8.36
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	206.39	2.02	6.51	2.98	3.6	8.02	6.39	14.7	-	-	14.14
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	31.64	1.0	5.12	0.45	1.16	2.6	6.27	6.7	5.05	-	4.09
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	144.2	2.26	6.04	2.95	2.89	6.82	6.26	12.96	18.75	11.96	14.84
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	282.87	1.99	6.13	3.23	5.11	11.63	6.24	17.85	22.0	14.76	15.58
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.21	1.83	5.25	0.35	0.8	1.78	6.23	6.07	3.97	5.43	7.22
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	211.19	0.0	5.15	0.38	1.2	2.74	6.19	6.2	4.88	5.11	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	39.29	0.16	4.86	0.45	1.33	2.71	5.92	6.33	5.21	-	5.11
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	180.85	2.02	3.59	0.95	3.47	8.63	5.62	-	-	-	8.45
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	12.31	1.08	8.71	2.84	6.59	9.81	5.14	17.26	21.25	12.22	11.53
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	167.84	2.06	5.16	2.17	3.25	4.81	5.06	10.86	12.06	9.48	10.01
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	674	1.8	4.13	4.01	6.09	9.82	5.06	16.4	21.08	15.09	14.42
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	158.96	2.18	3.17	2.46	4.68	7.88	5.06	16.16	19.84	14.56	12.67
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	694.44	1.79	4.49	2.45	3.56	5.18	4.85	12.61	16.09	11.92	10.8
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	94.22	2.4	5.76	3.45	4.45	11.91	3.77	22.19	28.01	14.7	11.99
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.09	1.85	3.33	0.78	0.55	0.09	3.66	7.18	8.22	6.72	7.18
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	327.95	1.92	3.89	2.7	3.14	4.06	3.06	11.82	16.3	12.28	17.09
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	334.06	1.93	3.81	3.25	5.89	15.44	2.29	21.14	27.88	14.23	17.14
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	107.27	2.27	1.46	2.39	2.55	6.72	1.21	13.21	18.62	13.46	14.97
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	89.4	2.29	2.78	3.06	5.31	6.13	1.17	16.49	20.08	14.93	13.32
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	90.34	2.21	-	2.62	3.65	-	-	-	-	-	3.71