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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 Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	3,745.45	1.91	0.92	6.23	7.6	1.02	14.91	17.13	27.77	-	19.82
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,445.78	2.21	-4.15	5.74	2.15	-2.89	12.45	18.18	21.91	14.3	12.59
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	11,335.14	1.74	-7.29	3.56	2.45	-5.62	11.59	22.4	29.22	14.86	23.79
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,483.75	1.75	6.83	4.36	7.78	4.64	11.39	-	-	-	15.05
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,414.89	2.15	9.19	7.83	11.76	3.99	11.1	21.73	24.65	13.65	14.77
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,380.64	1.83	-4.81	3.1	3.18	-4.51	10.54	19.01	26.27	15.5	14.92
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	699	0.52	3.82	1.49	3.22	4.98	9.72	6.91	6.61	7.42	7.03
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	352.65	0.42	3.76	1.48	3.16	4.9	9.61	7.03	5.98	6.79	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	201.81	1.14	3.53	1.42	2.9	4.68	9.36	6.99	-	-	6.55
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	201.81	1.14	3.53	1.41	2.9	4.67	9.35	6.99	7.8	6.33	7.25
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.07	2.19	3.16	2.27	3.76	3.29	8.84	8.12	9.7	7.14	7.42
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	5,614.06	1.84	-0.54	3.26	4.48	-0.81	8.79	13.16	18.25	11.39	10.81
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	42.75	2.19	3.4	1.51	2.82	4.4	8.21	5.49	4.69	5.58	7.3
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	1,956.65	2.07	-1.53	3.34	3.52	-1.67	8.05	-	-	-	13.7
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	976.2	2.2	1.33	1.72	2.61	1.94	8.02	11.05	12.38	8.34	8.34
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,491.9	2.09	0.42	2.76	3.71	-0.33	8.02	11.1	13.71	9.21	10.04
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,259.81	0.5	2.87	0.92	2.31	4.09	7.92	6.98	5.7	-	6.16
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	347.03	1.24	2.76	0.93	2.23	3.87	7.75	6.52	-	-	6.23
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	347.03	1.24	2.76	0.93	2.23	3.87	7.75	6.52	7.08	6.01	7.09
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,615.29	2.01	-4.34	2.44	2.22	-3.95	7.39	15.26	24.32	13.84	15.44
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,474.35	0.4	2.37	0.61	1.82	3.58	7.23	6.79	5.42	6.16	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	5,474.35	0.4	2.37	0.61	1.82	3.58	7.23	6.79	-	-	6.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	289.37	0.99	2.39	0.66	1.74	3.47	7.11	6.41	4.56	-	4.03
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,428	2.23	-0.87	3.52	3.65	-1.15	6.73	13.47	22.0	11.52	14.86
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	1,704.31	1.5	2.31	0.7	1.85	3.36	6.59	5.88	4.74	5.27	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	472.65	0.13	2.04	0.53	1.52	3.16	6.48	6.26	4.96	-	5.09
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,288.33	2.25	-0.76	3.46	3.91	-1.1	6.22	14.84	23.45	13.56	14.28
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,296.17	1.93	-0.27	2.93	3.47	-1.98	4.94	12.95	18.97	11.82	17.3
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,044.25	2.3	-4.54	2.0	0.88	-5.56	3.7	13.0	20.54	12.92	15.04
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	98.9	1.08	-0.4	2.94	4.27	-4.23	3.16	15.01	23.88	11.06	11.4
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	862.88	2.33	-2.96	2.45	2.67	-4.82	2.84	16.06	22.87	14.26	13.35
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	2,955.92	1.98	-8.86	5.08	-0.44	-8.15	1.66	17.87	32.11	13.25	16.86
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	882.28	2.49	-5.16	2.8	3.67	-5.8	1.49	20.03	29.91	13.62	11.7
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,605	2.11	-4.33	2.3	2.81	-1.91	-	-	-	-	3.08