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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	3,745.45	1.91	0.92	5.7	4.3	0.76	14.42	17.58	26.87	-	19.78
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,445.78	2.21	-3.2	6.88	-0.91	-1.47	13.78	19.9	23.21	14.24	12.64
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,483.75	1.75	7.13	5.79	4.93	5.68	12.01	-	-	-	15.1
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,380.64	1.83	-4.51	6.08	1.03	-3.35	10.18	20.22	27.34	15.33	14.93
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	11,335.14	1.74	-7.2	6.26	-0.38	-5.03	9.65	23.6	30.02	14.69	23.78
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	699	0.52	3.94	1.03	3.07	4.92	9.58	7.15	6.56	7.45	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	352.65	0.42	3.91	1.07	3.04	4.9	9.52	7.39	5.94	6.8	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	201.81	1.14	3.68	1.07	2.82	4.7	9.3	7.23	8.3	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	201.81	1.14	3.68	1.07	2.82	4.7	9.3	7.23	-	-	6.57
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	1,956.65	2.07	-0.71	6.45	1.83	-0.76	9.21	-	-	-	13.96
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,414.89	2.15	8.79	7.08	7.91	3.85	9.19	22.59	26.39	13.54	14.73
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.07	2.19	3.43	2.39	3.57	3.71	9.13	8.62	9.94	7.12	7.43
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	5,614.06	1.84	-0.23	5.12	2.65	0.37	9.13	14.01	18.99	11.34	10.82
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	976.2	2.2	1.68	2.56	2.09	2.06	8.61	11.61	12.78	8.38	8.35
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,491.9	2.09	0.7	4.17	2.45	0.66	8.48	11.81	14.19	9.18	10.05
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	42.75	2.19	3.56	1.13	2.81	4.45	8.13	6.0	4.63	5.61	7.3
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,428	2.23	-0.11	6.44	1.96	-0.06	7.96	14.68	23.15	11.49	14.89
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,259.81	0.5	2.98	0.71	2.27	4.06	7.9	7.03	5.69	-	6.16
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	347.03	1.24	2.87	0.72	2.17	3.86	7.73	6.62	-	-	6.23
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	347.03	1.24	2.87	0.72	2.17	3.86	7.73	6.62	7.32	6.01	7.09
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,288.33	2.25	0.02	6.3	2.19	-0.18	7.5	16.1	24.65	13.45	14.31
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,474.35	0.4	2.48	0.52	1.78	3.55	7.22	6.82	5.43	6.15	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	5,474.35	0.4	2.48	0.52	1.78	3.55	7.22	6.82	-	-	6.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	289.37	0.99	2.39	0.42	1.62	3.3	7.02	6.39	4.57	-	4.02
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	1,704.31	1.5	2.4	0.53	1.8	3.33	6.57	5.95	4.73	5.27	5.47
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,615.29	2.01	-4.32	5.61	0.15	-4.09	6.5	16.45	25.21	13.64	15.43
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	472.65	0.13	2.14	0.5	1.49	3.14	6.47	6.27	4.97	-	5.09
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,296.17	1.93	0.11	5.77	1.38	-0.62	6.22	14.09	19.81	11.8	17.31
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,044.25	2.3	-4.61	4.41	-0.88	-4.87	4.07	13.92	21.43	12.8	15.02
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	862.88	2.33	-2.59	5.34	1.11	-4.0	2.99	16.83	23.71	14.13	13.36
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	98.9	1.08	0.15	5.99	2.3	-3.08	2.92	16.38	24.71	11.01	11.41
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	882.28	2.49	-4.79	6.44	3.04	-5.99	1.4	20.94	30.96	13.54	11.71
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	2,955.92	1.98	-9.23	6.14	-4.27	-10.23	0.92	18.82	33.02	13.07	16.82
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,605	2.11	-4.02	5.02	0.46	-1.88	-	-	-	-	3.43