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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	20.3	3.85	7.51	18.56	24.99	21.68	13.02	11.82	7.72
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,925.07	1.84	17.69	1.35	7.97	9.69	19.95	-	-	-	16.36
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,601.05	2.09	14.88	5.51	8.03	5.58	15.35	18.26	18.97	15.03	14.61
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,673.56	1.87	10.43	2.24	4.95	7.02	13.63	17.91	22.92	-	19.66
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,398.23	2.21	7.16	2.68	3.09	7.01	10.04	14.87	18.61	14.42	14.3
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,235.84	1.74	4.11	2.78	5.01	9.44	9.83	24.16	25.74	15.69	23.79
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,129.78	2.01	6.58	2.61	3.1	7.02	9.41	14.57	-	-	14.02
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,442.01	2.26	6.14	3.12	2.84	6.15	9.0	12.98	17.26	12.16	14.82
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,927.98	1.98	5.0	1.68	4.08	7.7	8.83	17.31	20.2	14.9	15.51
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	131.46	1.08	8.39	2.43	5.33	7.5	8.62	16.74	19.55	12.61	11.5
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	967.77	2.39	5.57	3.76	4.61	8.27	8.42	22.28	26.49	14.91	11.96
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	770.97	0.55	7.21	0.42	1.59	2.91	8.13	7.45	5.86	7.25	7.01
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	403.7	0.0	7.17	0.44	1.6	2.9	8.1	7.61	5.66	6.65	7.36
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,171.27	2.14	6.32	1.27	2.4	4.14	7.96	11.19	10.82	8.66	8.36
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	193.94	0.89	6.8	0.45	1.47	2.78	7.72	7.47	7.15	6.22	7.21
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,987.88	0.29	6.58	0.49	1.48	3.31	7.5	7.32	5.9	-	6.2
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,997.72	1.81	3.44	2.19	5.04	7.5	7.24	16.27	19.38	15.34	14.35
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,332.62	1.78	4.62	1.93	3.65	4.1	7.22	12.55	14.95	12.15	10.79
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	397.37	0.0	6.19	0.45	1.41	3.05	7.04	6.93	7.05	5.91	7.06
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,727.59	2.05	5.21	1.68	3.27	3.83	6.88	10.68	11.34	9.6	10.0
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,495.63	1.93	2.71	2.62	5.64	7.57	6.62	21.11	26.43	14.32	17.05
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	7,118.56	0.0	5.64	0.48	1.41	2.93	6.56	6.93	5.68	6.03	6.88
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,845	2.02	1.61	-0.41	1.58	4.18	6.35	-	-	-	6.76
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,642.98	2.17	2.36	1.65	3.59	5.1	6.29	16.41	18.42	14.68	12.6
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	37.09	1.83	5.41	0.31	1.05	1.58	6.26	5.86	3.95	5.45	7.22
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,236.6	0.0	5.31	0.4	1.22	2.7	6.11	6.2	4.89	5.1	5.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	331.15	1.0	5.4	0.48	1.28	2.8	6.11	6.77	5.11	-	4.11
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,358.25	1.91	4.43	2.52	3.29	3.91	6.1	11.65	14.97	12.69	17.1
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	567.41	0.16	5.02	0.45	1.33	2.68	5.89	6.33	5.23	-	5.11
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.57	1.85	3.59	0.57	1.44	0.22	4.47	7.1	7.91	6.75	7.18
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	893.99	2.28	2.51	2.28	4.97	4.63	3.86	16.15	18.49	15.13	13.28
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,096.58	2.26	1.25	1.72	2.53	4.96	3.02	12.9	17.0	13.72	14.94
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	955.61	2.13	-	3.25	4.42	-	-	-	-	-	4.54