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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	4,161.26	1.89	9.92	5.39	15.19	9.52	16.92	24.03	26.97	-	20.81
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	118	2.38	5.46	4.17	5.06	4.04	11.63	16.75	13.44	8.95	7.1
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,623.28	1.86	10.21	2.13	7.55	9.95	11.19	-	-	-	15.75
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,755.29	2.03	2.6	3.66	9.32	2.28	10.53	-	-	-	10.53
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	718.83	0.55	4.88	0.02	2.7	5.01	9.35	7.33	6.04	7.53	7.03
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,345.38	1.75	0.49	3.28	11.78	1.08	9.31	29.83	28.69	15.22	24.04
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	471.3	0.41	4.81	0.06	2.65	4.94	9.24	7.56	5.62	6.74	7.39
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	213.99	0.89	4.62	0.14	2.61	4.74	9.03	7.45	-	-	6.56
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	213.99	0.89	4.62	0.14	2.61	4.74	9.03	7.45	7.88	6.35	7.24
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,548.07	2.19	0.48	2.68	10.52	0.95	8.72	21.94	21.29	14.36	12.76
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,548.09	2.1	13.88	3.41	12.01	12.89	8.49	26.18	24.82	14.04	14.9
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,037.71	2.18	4.71	1.6	5.18	4.65	8.39	13.28	12.33	8.75	8.43
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,365.36	0.29	4.16	0.66	2.31	4.28	8.02	7.21	5.72	-	6.2
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,055.56	2.03	4.57	3.46	9.41	4.31	7.97	-	-	-	15.3
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	396.96	1.15	3.93	0.51	2.2	4.03	7.82	6.81	-	-	6.27
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	396.96	1.15	3.93	0.51	2.2	4.03	7.82	6.81	7.19	5.99	7.09
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,672.18	1.82	0.77	3.99	8.74	0.75	7.44	25.14	25.93	15.76	15.14
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	43.19	2.13	4.02	-0.17	2.22	4.17	7.41	6.06	4.16	5.7	7.27
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	6,287.15	0.32	3.4	0.5	1.73	3.51	7.11	6.9	-	-	6.46
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,287.15	0.32	3.43	0.5	1.65	3.5	7.11	6.9	5.49	6.12	6.9
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	299.19	1.0	3.32	0.6	1.78	3.36	6.72	6.53	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	2,546.42	1.48	3.34	0.52	1.85	3.44	6.63	6.1	4.74	5.23	5.48
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,140.48	1.81	3.22	2.17	6.97	3.32	6.46	16.51	17.81	11.7	10.9
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,562.91	2.08	3.75	1.92	6.06	3.66	6.43	13.98	13.42	9.4	10.17
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	801.06	0.16	2.97	0.44	1.44	3.01	6.32	6.33	5.05	-	5.1
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.29	2.15	3.34	-0.23	2.54	3.39	5.93	8.71	8.95	7.0	7.35
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,772.07	2.0	2.65	3.61	9.67	2.66	5.68	21.82	24.17	14.26	15.66
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,359.61	2.22	5.11	3.44	9.25	4.91	5.68	19.71	22.81	13.82	14.42
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,488.05	2.2	4.94	3.58	9.25	4.75	5.59	18.28	21.3	11.71	15.06
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,310.72	1.94	0.23	3.56	15.52	0.24	5.28	26.05	31.65	14.34	17.26
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,396.65	1.91	4.22	3.12	7.34	3.66	4.03	17.25	18.55	12.06	17.4
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,081.44	2.27	1.36	3.74	8.17	0.8	2.86	19.27	20.94	13.36	15.26
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	106.28	1.08	6.0	3.03	8.92	5.96	2.05	21.42	22.46	11.52	11.59
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	894.63	2.29	0.8	2.14	6.15	0.52	0.61	20.22	22.06	14.38	13.45
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	951.95	2.4	3.97	4.13	12.4	3.68	0.27	28.49	29.35	14.31	12.12