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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	6.8	2.23	12.64	6.74	15.12	23.5	25.96	-	20.33
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	113.17	2.38	4.71	3.43	4.87	4.69	11.95	17.5	12.37	8.75	7.06
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,623.28	1.86	9.09	1.0	6.4	9.16	11.2	-	-	-	15.01
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	763	0.55	4.94	0.14	3.1	5.16	9.38	7.37	6.09	7.49	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	471.3	0.41	4.88	0.2	3.02	5.09	9.28	7.6	5.66	6.75	7.4
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	4.67	0.24	2.91	4.84	9.08	7.48	-	-	6.59
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	213.99	0.89	4.67	0.24	2.91	4.84	9.08	7.48	7.92	6.36	7.25
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,037.71	2.18	3.85	1.14	4.07	3.83	8.07	13.09	12.24	8.64	8.39
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,365.36	0.29	4.12	0.69	2.36	4.3	8.02	7.21	5.72	-	6.2
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,548.09	2.1	11.72	1.57	9.63	10.99	7.99	25.64	24.45	13.81	14.78
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	396.96	1.15	3.91	0.55	2.31	4.08	7.84	6.82	7.21	6.0	7.09
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	396.96	1.15	3.91	0.55	2.31	4.08	7.84	6.82	-	-	6.28
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,345.38	1.75	-0.76	2.96	9.86	-0.24	7.73	29.81	28.66	15.23	23.98
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,055.56	2.03	2.59	1.83	6.81	2.55	7.7	-	-	-	14.56
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	4.18	0.02	2.58	4.31	7.55	6.16	4.25	5.7	7.28
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	6,287.15	0.32	3.36	0.54	1.75	3.53	7.12	6.9	-	-	6.47
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,287.15	0.32	3.36	0.54	1.75	3.53	7.12	6.9	5.48	6.12	6.91
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	-1.47	0.55	7.92	-0.46	7.0	21.38	20.94	14.19	12.65
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	299.19	1.0	3.2	0.47	1.68	3.31	6.73	6.51	4.75	-	4.05
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	3.31	0.55	1.89	3.46	6.64	6.1	4.75	5.23	5.48
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	2.34	0.56	4.36	2.48	6.45	13.66	13.23	9.29	10.07
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.29	2.15	3.0	-0.52	2.48	3.08	6.33	8.69	8.95	7.0	7.33
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	801.06	0.16	2.9	0.47	1.44	3.02	6.32	6.32	5.04	-	5.1
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,140.48	1.81	1.6	0.63	4.78	2.13	6.24	16.17	17.61	11.57	10.83
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,672.18	1.82	-1.46	1.61	5.92	-1.44	6.05	24.6	25.56	15.59	15.01
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,464.98	2.2	2.84	1.71	6.58	2.91	4.83	17.85	21.04	11.56	14.95
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,359.61	2.22	3.11	1.76	6.7	3.17	4.8	19.25	22.5	13.72	14.35
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	2.37	1.09	5.17	2.16	4.44	16.87	18.32	11.88	17.31
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	0.58	1.89	6.96	1.26	4.28	21.31	23.83	14.14	15.57
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,310.72	1.94	-1.48	2.02	11.85	-1.39	3.48	25.83	31.35	14.2	17.17
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,081.44	2.27	-0.5	2.02	5.74	-0.8	2.27	18.83	20.69	13.22	15.15
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	3.82	1.07	6.49	3.87	0.32	20.91	22.06	11.32	11.5
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,755.29	2.03	0.72	1.64	6.22	0.77	-	-	-	-	8.53
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	894.63	2.29	-1.15	0.09	3.89	-1.39	-0.37	19.84	21.9	14.26	13.35
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	951.95	2.4	1.59	2.37	9.35	1.5	-0.5	27.98	29.11	14.13	12.0