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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	149	2.38	1.61	1.7	8.69	17.19	26.82	20.89	13.2	13.47	7.91
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,660.65	2.08	1.35	2.75	8.48	5.59	24.1	18.83	16.5	16.21	14.66
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,090.46	1.81	0.31	0.15	2.95	8.79	21.46	-	-	-	15.68
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	132.77	1.08	-0.98	-0.01	0.79	2.46	13.64	17.22	15.27	12.79	11.38
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,808.86	1.86	-1.02	-0.85	1.11	1.22	11.72	18.95	18.91	-	19.05
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,292.89	1.73	-2.18	-1.53	-0.15	2.14	11.11	23.97	21.04	15.44	23.49
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,401.54	2.18	-2.14	-1.65	0.65	1.01	10.46	14.86	14.84	14.41	14.15
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,128.18	2.01	-2.14	-1.65	0.59	0.91	10.08	14.36	-	-	12.75
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,484	2.24	-2.14	-1.24	1.47	0.73	9.7	13.1	13.59	12.24	14.63
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	947.4	2.39	-3.03	-2.3	-1.34	-1.92	8.98	20.74	20.88	14.34	11.62
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,986.67	1.81	-2.0	-1.27	-0.12	1.82	8.77	16.18	15.6	15.11	14.1
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,907.68	1.98	-2.41	-1.69	-1.49	-0.32	8.68	17.24	16.45	14.75	15.27
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,363.64	1.91	-1.32	-0.9	1.68	1.43	7.76	12.08	11.82	12.9	16.94
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,846.01	1.75	-1.06	-1.36	0.39	0.98	7.52	12.63	12.12	12.3	10.66
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	376.88	0.41	-0.04	0.25	0.79	2.23	7.52	7.35	5.62	6.56	7.32
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	768.2	0.64	-0.04	0.19	0.73	2.1	7.51	7.16	5.78	7.23	6.96
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	919.27	2.28	-1.05	-0.47	1.49	2.23	7.43	16.45	15.18	15.35	13.16
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,206.72	2.13	-0.53	-0.55	0.64	1.47	7.42	11.05	9.45	8.74	8.27
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	189.66	0.72	0.01	0.29	0.95	2.19	7.26	7.23	7.14	6.2	7.18
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,835.43	0.32	0.1	0.42	1.35	2.84	7.23	7.24	5.96	-	6.18
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,736.5	2.05	-0.83	-1.09	0.47	1.2	7.21	10.48	9.67	9.61	9.82
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,400.63	1.93	-0.88	-0.4	-0.83	-1.76	7.07	19.67	21.38	13.98	16.73
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	472.15	1.15	0.02	0.28	1.06	2.47	6.65	6.76	7.09	5.86	7.04
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,965.36	0.32	0.17	0.48	1.4	2.81	6.34	6.87	5.77	6.0	6.87
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	321.4	1.0	0.22	0.58	1.53	2.8	6.08	6.71	5.25	-	4.14
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	35.96	1.83	-	0.21	0.62	1.25	5.81	5.62	3.96	5.51	7.19
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	1,995.79	1.48	0.07	0.33	1.07	2.3	5.81	6.11	4.95	5.03	5.46
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	589.53	0.17	0.18	0.45	1.31	2.65	5.66	6.29	5.31	-	5.12
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,102.84	2.26	-1.68	-0.65	0.51	0.16	5.17	13.9	13.3	13.94	14.75
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,788.86	2.05	-2.48	-1.96	-3.85	-3.34	4.63	-	-	-	3.94
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	19.92	1.85	-0.61	-0.23	0.56	0.25	4.61	6.93	7.29	6.66	7.11
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,583.53	2.17	-2.43	-2.07	-3.54	-1.23	2.17	15.88	14.04	14.09	12.21
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	1,015.53	2.11	-1.17	-0.26	2.15	-	-	-	-	-	3.94