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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	10.99	2.41	7.94	2.66	17.19	16.07	12.57	10.75	7.34
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	436.65	1.87	7.19	-0.7	2.66	14.43	10.51	18.09	24.73	-	19.89
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	79.8	0.55	5.49	0.03	0.84	4.53	8.33	7.22	5.91	7.33	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	47.12	0.0	5.43	0.07	0.88	4.47	8.28	7.3	5.55	6.67	7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	21.55	0.89	5.2	0.04	0.91	4.21	8.17	7.31	7.15	6.26	7.22
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	266.46	1.85	9.94	0.24	2.51	9.32	7.92	-	-	-	13.97
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	194.83	0.29	5.13	0.48	1.74	4.11	7.86	7.28	5.78	-	6.21
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	51.63	0.0	4.81	0.4	1.49	3.86	7.57	6.86	6.98	5.95	7.08
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	585.31	0.0	4.27	0.46	1.49	3.27	6.9	6.94	5.56	6.08	6.9
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	222.55	0.0	4.13	0.38	1.41	3.28	6.46	6.15	4.8	5.18	5.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	27.7	1.01	4.1	0.49	1.56	3.05	6.42	6.65	4.94	-	4.08
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.33	2.13	4.11	-0.35	0.08	3.29	6.17	5.58	3.98	5.53	7.24
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	28.61	0.16	3.73	0.44	1.33	2.82	6.14	6.35	5.11	-	5.11
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	178.89	2.02	2.18	0.06	3.97	12.03	5.83	-	-	-	8.73
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	111.64	2.15	4.52	0.28	2.12	6.21	5.57	11.3	11.35	8.55	8.36
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	208.72	2.01	5.19	1.1	5.18	12.14	4.32	-	-	-	14.71
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	137.69	2.18	5.72	1.33	5.08	12.36	3.9	15.48	20.68	13.74	14.37
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.14	2.15	2.34	-1.0	-1.05	3.14	3.69	7.15	8.28	6.61	7.21
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	678.92	1.81	0.78	0.8	4.7	12.5	3.63	19.76	23.3	15.22	15.01
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,259.55	1.75	1.56	0.96	6.3	16.34	3.49	23.89	26.84	14.57	23.93
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	148.87	2.2	5.14	1.11	4.76	11.48	3.44	13.53	19.16	11.41	14.95
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	157.64	2.18	2.07	2.72	4.76	11.01	3.44	17.03	19.52	13.92	12.75
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	154.79	2.1	7.61	-3.55	-1.14	10.95	2.93	18.05	22.59	13.42	14.39
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	167.89	2.06	2.97	-0.09	1.53	7.32	2.85	10.7	12.0	9.18	10.0
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	658.33	1.8	2.26	-0.11	1.66	9.02	2.23	12.61	16.02	11.48	10.79
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	284.2	1.99	2.88	-0.12	4.74	13.73	2.08	16.91	21.99	14.13	15.57
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	0	2.25	-	-	-	-	-	-	-	-	0.8
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	339.14	1.91	2.82	0.65	2.25	7.32	-0.07	12.41	16.51	11.8	17.21
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	339.35	1.94	-0.63	-3.55	3.46	16.16	-0.16	20.77	27.85	13.39	17.08
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	96.17	2.39	2.64	-0.76	4.35	17.27	-0.92	22.27	26.83	13.71	11.95
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	109.95	2.26	0.73	0.5	4.38	7.36	-1.75	14.07	19.11	13.0	15.1
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	10.82	1.08	5.43	0.7	3.75	11.91	-2.65	16.04	20.53	11.46	11.5
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	89.23	2.29	-0.65	-0.5	0.97	8.05	-5.26	15.96	19.55	13.99	13.27