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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	123	2.38	23.97	3.2	8.64	18.5	21.81	21.41	13.22	12.61	7.86
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,012.1	1.83	19.1	1.66	6.2	9.63	15.63	-	-	-	16.38
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,665.37	2.08	15.34	1.06	8.1	3.11	9.08	16.82	17.74	15.5	14.56
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	772.35	0.55	7.31	0.05	1.41	2.4	7.51	7.3	5.78	7.29	6.99
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	377.28	0.38	7.26	0.06	1.39	2.4	7.5	7.44	5.62	6.61	7.34
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,903.96	0.29	7.02	0.45	1.49	2.99	7.38	7.29	5.93	-	6.19
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	193.64	0.89	7.0	0.17	1.37	2.41	7.27	7.33	7.12	6.23	7.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	382.89	1.1	6.53	0.33	1.36	2.73	6.85	6.85	7.08	5.9	7.05
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,744.65	0.31	6.08	0.45	1.41	2.81	6.46	6.91	5.72	6.02	6.88
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	338.18	1.0	5.81	0.53	1.36	2.64	6.16	6.78	5.13	-	4.12
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,316.11	1.46	5.65	0.34	1.21	2.44	5.97	6.16	4.92	5.07	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	438.49	0.16	5.43	0.42	1.31	2.64	5.79	6.31	5.27	-	5.12
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	36.37	1.83	5.46	-0.03	0.98	1.4	5.63	5.74	3.91	5.51	7.2
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,199.96	2.14	6.4	0.3	1.81	2.81	5.57	10.97	10.32	8.77	8.33
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,765.94	1.86	9.43	-0.19	1.65	1.75	5.57	17.14	20.92	-	19.29
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,410.82	2.21	7.2	0.1	2.36	4.69	4.3	14.54	17.05	14.58	14.26
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,752.7	2.05	5.41	0.36	2.46	3.38	3.54	10.1	10.71	9.71	9.96
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,149.11	2.01	6.63	0.11	2.34	4.67	3.47	14.05	-	-	13.69
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.52	1.85	3.86	0.19	1.39	1.06	3.3	6.85	7.74	6.76	7.16
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,645.73	1.78	4.78	0.36	2.68	3.62	3.17	12.11	13.88	12.33	10.76
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,442.01	2.26	6.14	0.07	1.92	3.88	3.1	12.59	15.72	12.41	14.76
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	131.9	1.08	7.17	-1.09	1.09	3.56	2.43	16.02	17.08	12.71	11.42
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,394.2	1.91	4.8	0.38	2.73	3.1	1.91	11.26	13.79	12.99	17.05
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,915.11	1.98	3.84	-1.22	0.51	3.48	1.49	16.62	18.69	14.93	15.41
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,346.65	1.72	3.41	-1.06	2.1	4.9	1.03	23.05	23.5	15.79	23.67
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	7,048.03	1.66	2.79	-0.61	2.45	4.72	0.19	15.48	17.65	15.4	14.25
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	995.06	2.11	-	-0.28	3.24	-	-	-	-	-	4.21
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	961.89	2.39	3.36	-1.98	1.39	2.42	-0.17	20.44	23.7	14.63	11.8
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,820.5	2.01	0.51	-1.22	-2.06	0.76	-0.41	-	-	-	5.6
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,628.3	2.17	-0.44	-2.84	-3.26	2.0	-0.99	14.72	15.8	14.27	12.39
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	923.45	2.28	2.72	0.05	2.89	3.79	-1.12	15.96	16.88	15.32	13.24
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,103.02	2.26	0.98	-0.57	0.75	2.66	-2.14	12.76	15.33	13.91	14.86
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,451.04	1.93	-0.08	-2.71	-0.95	0.36	-3.78	19.45	22.95	13.82	16.83