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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	4,428.77	1.88	9.03	2.16	11.35	11.29	13.54	22.87	26.9	-	20.49
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	118	2.38	6.92	1.52	15.09	5.1	10.77	17.59	12.54	9.52	7.16
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,829.9	2.02	2.79	2.96	8.38	6.38	10.04	-	-	-	10.14
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	718.83	0.55	5.41	0.49	1.89	5.19	9.29	7.35	5.91	7.52	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	5.3	0.45	1.84	5.07	9.13	7.52	5.61	6.74	7.39
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	213.99	0.89	5.11	0.47	1.87	4.83	9.03	7.47	7.13	6.35	7.25
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,688.25	1.86	9.92	0.92	4.05	10.39	8.1	-	-	-	14.91
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,396.44	0.29	4.61	0.61	1.94	4.28	8.03	7.27	5.76	-	6.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	367.63	1.15	4.35	0.56	1.81	4.06	7.8	6.85	6.94	5.98	7.09
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	4.45	0.25	1.29	4.26	7.44	6.03	3.98	5.71	7.28
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,706.47	0.32	3.75	0.48	1.53	3.41	7.04	6.93	5.52	6.11	6.9
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,091.91	2.16	4.48	0.9	3.71	5.42	6.97	12.68	11.78	8.63	8.4
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,367.8	1.48	3.71	0.51	1.57	3.45	6.62	6.14	4.77	5.22	5.49
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	254.53	1.01	3.57	0.34	1.33	3.14	6.56	6.57	4.87	-	4.06
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,604.71	2.09	12.78	1.76	4.36	15.75	6.48	24.57	23.75	13.51	14.78
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	661.6	0.16	3.23	0.42	1.36	2.92	6.24	6.34	5.07	-	5.1
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,818.1	1.73	1.32	2.92	11.88	8.16	6.22	28.04	28.78	14.78	24.02
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,438.89	1.94	3.51	4.66	15.23	8.7	5.58	26.08	32.44	13.97	17.39
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.22	2.15	3.45	0.68	1.18	4.25	5.41	8.55	8.6	6.88	7.33
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,107.86	2.0	4.63	2.76	7.68	8.52	5.31	-	-	-	15.01
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,892.55	1.8	0.63	2.83	7.56	6.19	4.89	23.71	25.0	15.27	15.08
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,596.76	2.06	3.4	1.51	4.33	6.01	4.18	13.2	12.63	9.22	10.1
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,595.84	2.18	0.03	2.75	5.02	4.65	4.12	19.18	20.37	13.8	12.69
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,428.51	1.79	2.8	1.78	4.97	6.43	4.01	15.66	16.93	11.45	10.86
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,394.52	2.16	5.04	2.63	7.2	8.76	3.64	18.71	21.86	13.46	14.39
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,853.08	1.99	3.76	3.76	10.11	8.96	3.35	21.17	23.4	14.02	15.67
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,488.05	2.14	4.67	2.46	6.97	8.32	2.98	17.14	20.37	11.2	15.0
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,471.13	1.9	2.79	1.31	4.88	5.77	0.16	16.04	17.36	11.54	17.28
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,112.64	2.26	0.7	2.34	6.89	4.37	-0.63	18.08	19.78	12.93	15.17
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	981.8	2.38	3.9	3.07	11.21	8.31	-1.58	27.15	29.05	13.63	12.08
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	110.05	1.08	5.26	2.23	6.94	7.77	-2.01	19.71	21.88	11.13	11.53
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	914.79	2.28	0.26	1.24	4.72	3.69	-3.72	19.24	20.99	14.01	13.38