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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	2.12	6.36	6.82	0.96	16.56	17.49	28.51	-	20.07
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	-4.64	5.08	1.45	-3.38	11.6	18.4	22.51	14.22	12.57
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,414.89	2.15	8.27	6.37	13.24	5.69	11.55	21.26	26.22	13.66	14.72
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	11,335.14	1.74	-8.59	2.0	0.54	-5.63	11.49	22.21	29.64	14.69	23.73
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,483.75	1.75	6.3	3.8	7.35	5.22	11.42	-	-	-	14.73
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,380.64	1.83	-6.06	1.42	1.44	-1.64	10.35	18.51	26.85	15.4	14.85
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	699	0.52	3.71	1.84	3.28	4.88	9.67	6.87	6.6	7.41	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	3.65	1.77	3.19	4.82	9.57	6.99	5.94	6.78	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	201.81	1.14	3.39	1.6	2.89	4.59	9.27	6.93	7.77	6.32	7.24
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	3.39	1.6	2.89	4.59	9.27	6.93	-	-	6.53
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	27.07	2.19	2.8	2.26	3.44	3.17	8.76	7.97	9.76	7.07	7.4
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	5,614.06	1.84	-1.54	1.88	3.27	-1.1	8.34	12.89	18.57	11.26	10.77
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	3.22	1.6	2.77	4.27	8.1	5.36	4.61	5.55	7.29
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	976.2	2.2	0.99	1.41	2.3	1.87	8.02	10.95	12.64	8.29	8.32
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	1,956.65	2.07	-2.32	2.02	2.37	-1.6	7.9	-	-	-	13.41
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,259.81	0.5	2.8	1.05	2.35	4.1	7.88	6.97	5.67	-	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	2.67	1.06	2.25	3.86	7.73	6.49	-	-	6.22
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	347.03	1.24	2.67	1.06	2.25	3.86	7.73	6.49	7.04	6.01	7.09
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	-0.4	1.76	2.91	-0.61	7.54	10.99	13.9	9.13	9.98
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,474.35	0.4	2.32	0.69	1.86	3.6	7.24	6.78	5.41	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	2.32	0.69	1.86	3.6	7.24	6.78	-	-	6.47
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	289.37	0.99	2.37	0.86	1.8	3.48	7.14	6.39	4.53	-	4.03
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	-5.35	1.11	0.71	-4.11	6.85	15.0	24.93	13.72	15.4
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	1,428	2.23	-1.67	2.12	2.78	-1.28	6.66	13.26	22.6	11.45	14.83
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	2.25	0.83	1.89	3.37	6.58	5.87	4.72	5.27	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	472.65	0.13	1.98	0.52	1.55	3.17	6.49	6.25	4.95	-	5.09
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,288.33	2.25	-1.59	2.09	2.89	-1.08	5.89	14.62	24.26	13.45	14.26
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	-1.23	1.57	2.64	-2.07	4.5	12.75	19.49	11.69	17.26
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,044.25	2.3	-5.08	1.06	0.44	-5.49	3.86	12.77	21.47	12.85	15.01
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	-1.16	2.11	3.03	-3.65	2.86	14.96	24.53	10.89	11.37
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	862.88	2.33	-3.82	1.16	1.04	-4.68	2.73	15.85	23.45	14.14	13.31
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	2,955.92	1.98	-9.41	3.72	-1.68	-7.72	1.22	17.64	32.51	13.04	16.83
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	882.28	2.49	-6.63	1.07	0.47	-5.96	0.28	19.53	29.99	13.4	11.62
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	1,605	2.11	-5.0	1.37	0.71	-1.99	-	-	-	-	2.37