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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	21.75	0.72	8.93	18.04	23.35	20.17	12.81	11.84	7.76
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	292.51	1.84	18.31	1.46	7.29	9.7	15.91	-	-	-	16.2
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	160.1	2.09	15.25	1.02	10.53	4.71	10.92	17.3	18.22	14.98	14.58
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	467.36	1.87	10.1	-0.93	3.97	5.48	8.16	16.92	21.56	-	19.46
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	40.37	0.38	7.44	0.42	1.86	2.45	7.81	7.53	5.68	6.64	7.36
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	77.1	0.55	7.48	0.42	1.83	2.37	7.78	7.41	5.84	7.26	7.0
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	19.39	0.89	7.1	0.46	1.74	2.41	7.47	7.39	7.15	6.23	7.21
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	198.79	0.29	6.9	0.49	1.49	3.11	7.44	7.3	5.93	-	6.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	39.74	1.1	6.47	0.43	1.42	2.82	6.95	6.88	7.08	5.9	7.06
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	711.86	0.31	5.94	0.46	1.4	2.85	6.5	6.91	5.7	6.02	6.88
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	33.11	1.0	5.67	0.52	1.32	2.75	6.05	6.76	5.16	-	4.11
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	117.13	2.14	6.37	0.25	2.41	3.14	6.05	10.91	10.55	8.68	8.34
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	223.66	1.46	5.56	0.39	1.22	2.54	6.04	6.18	4.92	5.08	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	56.74	0.16	5.3	0.42	1.31	2.64	5.82	6.32	5.26	-	5.12
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	3.71	1.83	5.64	0.37	1.47	1.33	5.82	5.76	3.96	5.49	7.22
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	139.82	2.21	6.85	-0.18	2.54	5.46	4.99	14.17	17.59	14.08	14.26
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	212.98	2.01	6.27	-0.22	2.51	5.49	4.31	13.76	-	-	13.68
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	172.76	2.05	5.45	0.27	3.56	3.93	4.15	10.15	10.98	9.58	9.98
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	144.2	1.96	5.85	-0.18	1.96	4.87	3.9	12.25	16.17	11.94	14.77
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	733.26	1.78	4.8	0.3	3.87	4.22	3.83	11.9	14.35	12.07	10.77
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,323.58	1.74	3.68	-1.42	3.19	5.91	3.51	22.99	23.79	15.36	23.71
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.06	1.85	3.74	0.4	1.79	0.43	3.3	6.77	7.88	6.67	7.17
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	292.8	1.98	4.52	-1.51	2.47	5.43	3.14	16.43	19.21	14.53	15.45
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	13.15	1.08	6.92	-1.65	2.07	4.91	3.02	15.64	17.49	12.32	11.42
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	335.82	1.91	4.77	0.85	3.78	4.54	2.42	10.92	14.44	12.66	17.07
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	699.77	1.66	2.98	-1.11	3.83	6.45	1.72	15.22	18.05	15.0	14.28
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	96.78	2.39	4.02	-1.65	2.52	3.6	1.22	20.49	24.55	14.4	11.85
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	184.5	2.02	1.03	-2.47	-0.97	2.28	0.89	-	-	-	6.09
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	164.3	2.17	0.81	-2.28	-1.43	3.39	0.14	15.25	16.61	14.09	12.48
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	95.56	2.13	-	0.43	5.02	-	-	-	-	-	4.16
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	91.97	2.28	2.76	-0.02	4.32	5.12	-0.22	15.45	17.44	14.88	13.26
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	109.66	2.26	1.5	0.03	2.33	4.72	-0.74	12.52	15.83	13.66	14.91
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	349.56	1.93	1.39	-2.34	2.32	3.77	-0.74	19.47	24.02	13.55	16.93