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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	416.13	1.89	5.49	1.02	13.66	3.92	14.09	23.64	26.3	-	20.14
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	11.32	2.38	4.52	1.68	4.35	5.37	12.65	18.23	12.45	8.76	7.05
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	262.33	1.86	8.64	0.64	7.47	7.8	10.5	-	-	-	14.82
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	76.3	0.55	4.85	0.31	3.31	5.11	9.4	7.37	6.13	7.48	7.03
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	47.13	0.41	4.79	0.33	3.21	5.01	9.28	7.65	5.66	6.76	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	21.4	0.89	4.58	0.38	3.04	4.81	9.1	7.49	7.94	6.35	7.25
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	21.4	0.89	4.58	0.38	3.04	4.81	9.1	7.49	-	-	6.59
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	136.54	0.29	4.02	0.71	2.49	4.27	8.03	7.19	5.71	-	6.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	39.7	1.15	3.82	0.57	2.39	4.03	7.85	6.8	7.22	6.0	7.09
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	39.7	1.15	3.82	0.57	2.39	4.03	7.85	6.8	-	-	6.28
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	103.77	2.18	3.31	0.5	4.71	2.93	7.54	13.35	12.15	8.59	8.37
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.32	2.13	4.05	0.12	2.68	4.28	7.54	6.22	4.25	5.65	7.28
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	628.71	0.32	3.28	0.54	1.78	3.53	7.14	6.9	5.48	6.12	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	628.71	0.32	3.28	0.54	1.78	3.53	7.14	6.9	-	-	6.47
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	154.81	2.19	-2.29	-1.35	9.16	-2.57	6.93	22.73	20.97	14.28	12.61
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	29.92	1.0	3.21	0.59	1.8	3.42	6.75	6.5	4.75	-	4.06
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	254.64	1.48	3.23	0.56	1.96	3.44	6.65	6.1	4.74	5.24	5.48
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	205.56	2.03	1.37	0.29	8.63	0.18	6.46	-	-	-	14.15
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	80.11	0.16	2.82	0.46	1.46	3.04	6.34	6.32	5.03	-	5.1
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.73	2.15	2.5	-1.07	2.83	2.43	5.95	8.75	8.87	6.96	7.31
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,234.54	1.75	-3.06	0.02	10.8	-4.04	5.78	29.63	28.57	15.13	23.87
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	154.81	2.1	9.86	-0.3	11.26	7.69	5.76	26.11	23.99	13.87	14.68
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	156.29	2.08	1.49	-0.62	5.56	1.02	5.73	13.85	13.11	9.27	10.02
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	614.05	1.81	0.58	-0.84	6.36	0.46	5.44	16.49	17.42	11.54	10.8
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	667.22	1.82	-3.08	-0.55	7.56	-4.26	4.68	24.91	25.3	15.54	14.91
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	146.5	2.2	1.67	0.25	8.43	0.74	3.89	18.53	20.98	11.61	14.9
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	135.96	2.22	1.87	0.21	8.52	0.88	3.86	20.07	22.42	13.73	14.31
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	277.21	2.0	-0.96	-0.03	8.54	-1.23	3.5	21.62	23.56	14.11	15.51
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	339.67	1.91	1.3	-0.3	7.14	0.32	3.27	17.47	18.05	11.9	17.27
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	331.07	1.94	-2.39	0.9	14.56	-4.77	2.77	26.42	31.42	14.23	17.13
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	108.14	2.27	-1.8	0.74	7.55	-3.3	0.95	19.13	20.5	13.21	15.09
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	175.53	2.03	-0.84	0.01	7.56	-1.37	-	-	-	-	6.85
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	89.46	2.29	-1.86	-1.21	6.52	-3.34	-1.09	20.31	21.95	14.33	13.32
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	10.63	1.08	1.94	-1.13	7.62	0.1	-1.36	21.24	22.14	11.29	11.43
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	95.2	2.4	-0.03	0.67	11.76	-1.42	-1.8	27.83	28.82	14.18	11.91