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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	147.63	2.38	2.57	5.86	1.72	8.53	36.74	18.05	10.93	12.0	7.85
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	964.4	2.35	4.34	8.88	10.46	4.63	16.3	23.82	21.08	15.48	11.86
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,234.58	1.73	-1.03	8.61	3.5	-0.25	13.77	24.74	20.66	15.35	23.26
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,305.96	1.97	1.09	12.99	5.73	-0.51	12.98	20.54	19.64	14.53	16.61
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,340.82	1.82	-0.61	5.01	-1.51	0.16	11.88	-	-	-	13.22
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	134.53	1.05	-0.37	8.39	2.94	-0.16	9.52	19.14	14.91	12.34	11.29
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,868.35	1.81	-3.32	7.92	0.57	-2.96	7.01	16.67	14.74	14.72	13.81
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	2,267.84	0.31	1.83	0.75	1.7	3.01	6.54	7.17	6.14	-	6.19
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,173.9	0.35	1.96	0.75	1.7	3.11	6.13	6.85	5.96	5.96	6.87
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	334.79	1.01	1.94	0.58	1.59	3.12	5.91	6.69	5.42	-	4.21
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	469.33	1.21	1.43	0.64	1.45	2.38	5.69	6.62	7.21	5.75	7.02
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,684.15	2.11	-2.61	8.35	-2.54	1.26	5.38	17.51	16.36	15.31	14.18
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	1,807.8	1.43	1.56	0.68	1.49	2.5	5.36	6.02	5.11	4.96	5.46
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	345.74	0.18	1.49	0.44	1.21	2.53	5.3	6.15	5.42	-	5.11
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	200.42	0.68	1.26	0.5	1.34	2.04	5.3	6.96	7.31	6.06	7.16
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	281.3	0.44	1.14	0.61	1.43	1.82	5.23	7.07	5.69	6.44	7.29
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,826.86	2.0	-5.3	7.3	-0.62	-5.99	5.13	16.64	15.31	14.17	14.96
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	624.47	0.63	0.95	0.55	1.2	1.55	4.94	6.86	5.85	7.01	6.92
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,058.75	2.06	-5.45	6.69	-1.95	-4.44	4.27	14.05	-	-	10.7
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,348.91	2.23	-5.51	6.71	-2.01	-4.45	3.9	14.74	14.31	13.79	13.89
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	894.65	2.31	-3.73	5.21	-1.38	-2.7	3.89	15.82	14.11	14.85	12.84
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,613.45	1.88	-6.54	8.0	-3.13	-6.49	3.61	17.01	17.51	-	17.42
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,055.81	2.3	-4.33	6.88	-0.7	-3.91	3.61	13.45	12.3	13.41	14.4
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,181.84	2.19	-2.1	2.79	-0.84	-1.8	3.39	10.71	9.24	8.31	8.11
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,392.35	2.3	-5.63	6.36	-2.34	-3.87	3.32	12.65	12.86	11.51	14.23
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	35.07	2.06	0.4	0.02	0.55	0.87	2.88	5.15	4.05	5.22	7.13
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,694.21	2.08	-3.17	4.46	-1.21	-3.18	2.73	10.17	9.2	9.15	9.47
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	8,128.03	1.76	-4.11	4.92	-1.74	-4.12	2.28	12.35	11.48	11.61	10.42
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,245.82	1.95	-5.1	5.62	-2.53	-3.88	1.89	11.8	11.35	12.3	16.54
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	1,014.28	2.28	-4.77	6.46	-1.61	-2.82	-	-	-	-	0.15
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth	Fund of Funds-Income Plus Arbitrage	05-01-2025	76.17	0.65	-	0.6	1.44	-	-	-	-	-	1.51
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	19.65	1.14	-2.32	0.48	-1.34	-1.63	-0.4	6.0	6.87	6.32	6.87
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,619.06	2.11	-6.77	8.97	-1.85	-8.98	-0.67	-	-	-	0.83
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,457.7	2.2	-8.95	6.84	-3.18	-12.51	-4.47	13.77	13.24	12.54	11.65