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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	399.83	1.89	7.01	6.26	15.53	3.48	21.2	21.51	26.74	-	20.52
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	152.42	2.1	12.49	4.97	16.06	6.37	14.33	24.08	25.3	14.3	14.87
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,169.01	1.75	-0.43	9.24	16.42	-1.83	14.25	28.31	29.76	15.54	24.06
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	259.35	1.86	9.01	1.54	9.45	6.11	12.84	-	-	-	15.53
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	11.32	2.38	3.77	6.39	-1.06	3.78	11.85	14.51	12.06	8.69	7.02
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	201.24	2.03	2.43	3.94	11.54	-0.96	11.37	-	-	-	14.78
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	654.95	1.82	-1.36	4.74	12.63	-4.01	11.14	22.9	25.87	15.9	15.06
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	153.24	2.19	-0.6	2.99	11.28	-2.17	10.98	21.2	21.57	14.55	12.74
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	305.83	1.94	-0.34	11.64	18.35	-3.6	10.8	24.59	32.94	14.59	17.28
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	76.3	0.55	5.25	1.29	4.15	5.55	10.21	7.55	6.44	7.6	7.07
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	592.44	1.81	1.82	2.62	9.86	0.27	10.16	15.05	17.93	11.79	10.87
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	46.6	0.41	5.14	1.21	4.01	5.46	10.06	7.78	5.87	6.82	7.43
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	100.35	2.18	3.88	2.46	6.19	3.01	10.06	12.56	12.43	8.74	8.41
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	21.14	0.89	4.81	1.12	3.59	5.16	9.7	7.56	8.17	6.42	7.27
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	21.14	0.89	4.81	1.12	3.59	5.16	9.7	7.56	-	-	6.73
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	153.69	2.08	2.57	2.29	8.17	0.77	9.57	12.78	13.5	9.43	10.12
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	266.2	2.0	0.78	6.6	12.58	-1.52	9.1	19.66	24.33	14.52	15.61
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	132.76	2.22	2.98	3.69	11.52	-0.3	8.94	17.77	22.94	14.06	14.37
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	146.5	2.2	2.65	3.46	11.07	-0.75	8.49	16.12	21.52	11.91	14.98
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	117.42	0.29	3.88	0.85	2.64	4.33	8.17	7.21	5.73	-	6.21
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.21	2.13	4.34	0.85	3.29	4.56	8.17	6.34	4.44	5.76	7.3
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	33.82	1.15	3.77	0.85	2.58	4.17	8.07	6.81	-	-	6.33
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	33.82	1.15	3.77	0.85	2.58	4.17	8.07	6.81	7.31	6.02	7.1
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.73	2.15	3.25	0.01	4.47	2.68	7.99	8.55	9.19	7.12	7.37
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	337.71	1.91	2.18	2.69	9.09	-1.16	7.27	14.99	18.43	12.22	17.34
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	573.27	0.32	3.09	0.58	1.82	3.57	7.2	6.89	5.47	6.14	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	573.27	0.32	3.09	0.58	1.82	3.57	7.2	6.89	-	-	6.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	29.23	1.0	3.0	0.5	1.7	3.43	6.8	6.49	4.71	-	4.05
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	222.52	1.48	3.12	0.69	2.08	3.51	6.78	6.1	4.76	5.26	5.49
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	58.46	0.16	2.64	0.47	1.49	3.09	6.39	6.31	5.01	-	5.1
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	105.76	2.27	-1.17	4.23	7.45	-4.57	6.13	16.54	20.64	13.39	15.15
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	90.14	2.4	1.95	8.46	17.07	-1.4	4.81	25.5	30.07	14.56	12.05
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	88.09	2.29	-0.71	2.75	9.51	-4.64	4.45	18.11	22.19	14.65	13.41
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	10.32	1.08	3.97	5.38	11.91	-0.85	4.12	19.4	22.55	11.67	11.53
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	167.84	2.03	0.5	6.04	11.44	-1.08	-	-	-	-	8.29