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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	147.63	2.29	5.23	7.32	5.04	9.71	32.73	18.71	11.56	12.62	7.97
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	2,983	1.91	6.57	9.3	5.12	4.76	19.35	20.72	19.2	15.02	16.85
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	873	2.26	5.12	4.45	2.18	4.43	17.0	22.1	19.34	15.73	11.86
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	11,898	2.25	0.72	4.44	-0.46	0.76	15.44	23.99	20.02	15.38	23.29
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	122	1.06	-0.47	2.93	-1.55	0.02	10.99	17.22	13.49	12.43	11.26
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,060	2.06	-1.4	0.38	-5.28	0.17	10.49	-	-	-	12.47
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,031	9.43	-3.76	2.17	-4.36	-3.28	7.16	14.89	13.67	14.62	13.74
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,943	0.38	1.97	0.34	1.41	2.79	6.32	7.09	6.13	-	6.17
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,173.9	0.35	2.24	0.44	1.59	3.04	6.07	6.82	5.98	5.94	6.87
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,525	2.82	-4.98	2.59	-4.96	-5.01	5.98	15.39	14.29	14.31	14.94
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	412	1.0	2.16	0.39	1.43	3.07	5.88	6.66	5.45	4.2	4.2
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,439	2.08	-5.0	-0.75	-6.82	-2.49	5.51	15.19	14.64	14.72	13.97
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	436	1.14	1.54	0.3	1.15	2.16	5.46	6.54	7.18	5.73	7.0
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	345.74	0.19	1.78	0.41	1.21	2.5	5.25	6.12	5.45	-	5.11
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	1,454	1.37	1.71	0.32	1.27	2.35	5.21	5.96	5.1	4.93	5.45
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	190	0.8	1.34	0.28	0.98	1.83	5.04	6.8	7.21	6.04	7.14
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,146	1.85	-5.85	2.77	-4.89	-5.0	4.92	15.68	16.17	-	17.4
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	272	0.42	1.13	0.24	0.93	1.53	4.89	6.89	5.65	6.4	7.27
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	599	0.55	0.93	0.22	0.78	1.24	4.66	6.73	5.71	7.0	6.9
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	948	2.24	-5.11	1.35	-4.42	-4.41	3.48	11.46	10.98	13.39	14.31
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,071	2.72	-2.37	0.37	-2.51	-1.96	2.94	9.76	8.84	8.27	8.07
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	1,825	2.03	-7.02	0.34	-6.94	-5.78	2.62	11.86	-	-	10.02
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	34	1.86	0.29	0.1	0.16	0.49	2.51	4.89	3.89	5.19	7.11
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,404	2.06	-4.45	5.38	-3.33	-4.56	2.38	-	-	-	2.14
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,183	2.16	-7.09	0.34	-7.0	-5.85	2.36	12.66	12.72	13.7	13.79
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	810	2.84	-5.77	-0.4	-6.19	-4.85	2.24	13.71	12.54	14.74	12.69
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,565	2.31	-3.7	0.36	-3.82	-3.43	1.8	9.2	8.57	9.11	9.39
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,653	1.99	-4.69	0.39	-4.7	-4.37	1.35	11.14	10.53	11.41	10.37
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,212	2.18	-8.17	-0.46	-8.2	-6.42	0.71	10.19	11.3	11.22	14.04
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	866	2.21	-5.94	0.23	-5.83	-4.71	-	-	-	-	-1.08
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth	Fund of Funds-Income Plus Arbitrage	05-01-2025	66	0.58	-	0.36	1.2	-	-	-	-	-	1.66
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	2,889	1.94	-7.31	-0.88	-7.46	-6.25	-0.45	9.45	9.98	12.07	16.38
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	19	1.88	-2.98	-0.47	-2.43	-2.3	-1.47	5.24	6.46	6.22	6.8
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,294	2.14	-8.78	1.7	-6.31	-10.7	-4.4	12.32	12.86	12.07	11.62