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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 Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,090.46	1.81	1.0	0.42	1.78	9.13	21.14	-	-	-	15.87
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,660.65	2.08	-0.02	1.08	3.95	4.47	20.8	18.16	16.99	16.34	14.55
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	156.8	2.38	0.24	0.71	6.07	14.25	19.81	21.29	12.83	13.67	7.82
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,808.86	1.86	-3.9	-3.15	-3.84	-1.88	10.54	17.69	18.36	-	18.5
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	-2.48	-2.07	-2.27	0.76	9.65	16.86	15.47	12.83	11.31
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,292.89	1.73	-4.17	-4.68	-3.42	-0.88	9.62	23.45	20.81	15.83	23.35
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,401.54	2.18	-3.54	-3.65	-2.46	-1.07	8.63	14.44	14.88	14.81	14.09
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,476.88	2.24	-3.3	-3.12	-1.49	-1.02	8.29	12.66	13.78	12.6	14.54
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,128.18	2.03	-3.53	-3.64	-2.5	-1.3	8.29	14.01	-	-	12.17
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,986.67	1.79	-3.8	-3.96	-3.44	-0.61	7.33	15.58	15.58	15.45	13.97
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,835.43	0.32	0.2	0.38	1.35	2.77	7.14	7.22	5.97	-	6.17
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	768.2	0.64	-0.14	0.14	0.45	1.73	6.98	7.07	5.81	7.21	6.95
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	0.44	-0.16	0.15	0.5	1.85	6.94	7.25	5.59	6.53	7.31
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	189.66	0.72	0.03	0.31	0.8	1.99	6.87	7.19	7.16	6.19	7.18
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,846.01	1.76	-2.35	-2.57	-2.35	-0.36	6.72	12.06	12.22	12.41	10.6
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	472.15	1.21	0.04	0.22	0.98	2.32	6.46	6.72	7.09	5.85	7.03
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,206.72	2.15	-1.28	-1.39	-0.98	0.68	6.41	10.82	9.43	8.69	8.23
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	-2.47	-2.48	-1.21	0.06	6.34	11.56	12.03	13.06	16.86
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,965.36	0.35	0.29	0.45	1.39	2.8	6.29	6.86	5.78	5.99	6.87
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	-1.94	-2.08	-1.95	0.01	6.28	10.02	9.6	9.67	9.72
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	321.4	1.01	0.29	0.45	1.46	2.75	6.01	6.63	5.24	-	4.14
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	919.27	2.28	-2.04	-1.74	-0.99	1.3	5.87	15.98	15.15	15.77	13.09
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	1.42	0.12	0.28	1.04	2.2	5.71	6.08	4.96	5.02	5.45
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	947.4	2.35	-5.12	-5.33	-4.86	-4.26	5.68	19.67	20.82	14.67	11.48
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	589.53	0.17	0.31	0.44	1.3	2.65	5.63	6.28	5.32	-	5.12
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	-4.89	-4.83	-5.58	-3.36	5.61	16.47	16.31	15.02	15.14
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	35.96	2.06	0.03	0.35	0.5	1.11	5.27	5.61	3.98	5.52	7.18
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	19.92	1.14	-0.84	-0.32	-0.14	-0.07	4.0	6.8	7.37	6.74	7.08
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,102.84	2.25	-3.48	-3.26	-3.05	-2.29	3.49	13.46	13.32	14.12	14.63
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,400.63	1.93	-4.28	-4.1	-5.79	-6.56	2.75	18.64	21.05	14.39	16.52
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,788.86	2.05	-4.9	-4.54	-7.15	-6.25	1.48	-	-	-	2.24
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth	Fund of Funds-Income Plus Arbitrage	05-01-2025	0	0.0	-	-	-	-	-	-	-	-	0.08
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	1,015.53	2.11	-3.45	-3.49	-1.48	-	-	-	-	-	1.54
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	-6.22	-6.15	-9.89	-6.41	-0.25	14.91	13.56	13.92	11.97