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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	156.8	2.38	1.06	1.15	8.1	16.56	25.46	20.64	13.12	13.38	7.88
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,660.65	2.08	1.59	2.99	9.1	5.51	22.15	18.91	16.59	16.42	14.68
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,090.46	1.81	0.36	0.2	2.77	8.59	20.85	-	-	-	15.69
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,808.86	1.86	-0.77	-0.6	1.19	1.48	14.86	18.9	19.04	-	19.09
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	-0.87	0.09	1.38	2.4	11.78	17.24	15.22	12.84	11.38
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,401.54	2.18	-2.02	-1.54	1.14	1.06	9.87	14.89	14.81	14.55	14.16
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,128.18	2.01	-2.02	-1.53	1.09	0.96	9.46	14.39	-	-	12.78
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,292.89	1.73	-2.18	-1.53	0.53	1.58	9.4	23.94	20.95	15.63	23.49
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,476.88	2.24	-1.85	-0.94	2.16	0.94	9.37	13.21	13.61	12.43	14.64
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	947.4	2.39	-2.73	-1.99	-0.43	-1.48	7.86	20.85	20.85	14.54	11.63
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,986.67	1.81	-2.04	-1.3	0.23	1.42	7.76	16.16	15.59	15.23	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	-2.61	-1.89	-1.34	-0.81	7.62	17.14	16.4	14.85	15.26
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	-0.09	0.2	0.74	2.13	7.44	7.33	5.62	6.56	7.32
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	768.2	0.64	-0.1	0.12	0.63	1.98	7.43	7.13	5.8	7.23	6.96
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	-1.4	-0.98	1.87	1.37	7.31	12.04	11.78	12.91	16.93
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,835.43	0.32	0.11	0.43	1.35	2.8	7.23	7.24	5.96	-	6.18
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	189.66	0.72	-0.04	0.24	0.88	2.1	7.2	7.21	7.14	6.2	7.18
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,206.72	2.13	-0.72	-0.74	0.61	1.25	6.91	10.97	9.39	8.74	8.26
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,846.01	1.75	-1.38	-1.68	0.38	0.53	6.72	12.49	12.03	12.33	10.65
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	472.15	1.15	0.01	0.27	1.05	2.41	6.63	6.75	7.09	5.86	7.04
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	-1.11	-1.36	0.48	0.82	6.59	10.37	9.6	9.63	9.79
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	919.27	2.28	-1.18	-0.6	1.88	2.16	6.56	16.39	15.12	15.39	13.15
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,965.36	0.32	0.19	0.47	1.4	2.81	6.33	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	1.01	0.23	0.6	1.48	2.81	6.13	6.71	5.25	-	4.14
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,400.63	1.93	-0.75	-0.28	-0.44	-2.27	5.96	19.7	21.26	14.19	16.74
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	0.06	0.33	1.05	2.25	5.8	6.1	4.95	5.03	5.46
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	-0.09	0.11	0.47	1.14	5.67	5.58	3.94	5.52	7.18
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	589.53	0.17	0.2	0.44	1.31	2.65	5.66	6.28	5.31	-	5.12
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	19.92	1.85	-0.72	-0.34	0.49	0.08	4.52	6.89	7.26	6.69	7.1
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,788.86	2.05	-2.15	-1.62	-3.09	-3.23	4.14	-	-	-	4.16
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,102.84	2.26	-2.2	-1.18	0.25	-0.4	4.03	13.69	13.19	13.99	14.72
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,583.53	2.16	-3.05	-2.69	-3.79	-2.18	1.77	15.62	13.95	14.09	12.17
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth	Fund of Funds-Income Plus Arbitrage	05-01-2025	0	0.0	-	-	-	-	-	-	-	-	-
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	1,015.53	2.11	-0.71	0.21	3.14	-	-	-	-	-	4.42