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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 Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	123	2.38	23.8	1.96	8.71	17.95	21.9	20.93	13.18	12.59	7.85
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,012.1	1.83	19.36	1.42	6.45	9.8	15.89	-	-	-	16.44
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,665.37	2.08	15.24	0.32	7.67	3.98	8.96	16.84	17.48	15.46	14.55
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	772.35	0.55	7.27	0.05	1.34	2.47	7.46	7.27	5.77	7.28	6.98
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	377.28	0.38	7.23	0.06	1.34	2.45	7.45	7.39	5.61	6.6	7.34
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,903.96	0.29	7.06	0.45	1.48	3.03	7.42	7.29	5.94	-	6.19
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	193.64	0.89	7.02	0.21	1.35	2.49	7.27	7.31	7.1	6.23	7.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	382.89	1.1	6.54	0.33	1.33	2.74	6.85	6.84	7.07	5.89	7.05
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,765.94	1.86	10.44	-0.02	2.61	3.71	6.76	17.56	21.13	-	19.44
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	6,744.65	0.31	6.13	0.46	1.4	2.82	6.46	6.9	5.72	6.02	6.88
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	338.18	1.0	5.86	0.44	1.42	2.58	6.16	6.7	5.16	-	4.12
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,316.11	1.46	5.68	0.34	1.2	2.46	5.99	6.15	4.92	5.07	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	438.49	0.16	5.47	0.44	1.3	2.63	5.78	6.31	5.27	-	5.12
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	36.37	1.83	5.47	0.06	0.95	1.44	5.6	5.7	3.9	5.53	7.2
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,199.96	2.14	6.34	0.02	1.7	2.97	5.23	10.91	10.3	8.77	8.33
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,410.82	2.21	7.27	0.1	2.43	5.39	3.61	14.6	16.98	14.47	14.26
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.52	1.85	3.92	0.31	1.44	1.4	3.07	6.85	7.74	6.74	7.16
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,752.7	2.05	5.28	0.06	2.24	3.65	3.04	10.17	10.65	9.65	9.94
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,149.11	2.01	6.7	0.11	2.39	5.38	2.86	14.16	-	-	13.67
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,645.73	1.78	4.63	0.01	2.44	3.95	2.71	12.08	13.79	12.23	10.75
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,442.01	2.26	6.13	-	1.92	4.45	2.4	12.64	15.73	12.3	14.76
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	131.9	1.08	7.23	-1.07	0.99	4.29	2.28	16.15	16.94	12.59	11.42
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,915.11	1.98	3.81	-1.13	0.41	4.05	1.29	16.68	18.61	14.8	15.4
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,346.65	1.72	3.35	-0.73	1.75	5.19	1.2	23.08	23.19	15.65	23.66
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,394.2	1.91	4.75	0.3	2.88	3.66	1.13	11.35	13.7	12.88	17.04
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	995.06	2.11	-	-0.55	2.74	-	-	-	-	-	3.96
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	7,048.03	1.66	2.75	-0.67	2.21	5.21	-0.16	15.48	17.47	15.27	14.24
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	961.89	2.39	3.62	-1.85	1.21	3.06	-0.33	20.55	23.61	14.6	11.81
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,820.5	2.01	0.62	-0.98	-2.14	1.07	-0.54	-	-	-	5.65
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	923.45	2.28	2.67	0.16	2.76	4.25	-1.63	15.99	16.89	15.18	13.23
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,628.3	2.17	-0.41	-2.71	-3.04	2.59	-1.93	15.0	15.72	14.17	12.38
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,103.02	2.26	1.1	-0.15	0.96	3.33	-2.74	12.83	15.2	13.82	14.86
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,451.04	1.93	0.48	-2.17	-0.7	1.18	-2.88	19.46	23.04	13.87	16.85