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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	5.21	4.83	6.82	14.61	26.21	-	-	-	18.09
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,660.65	2.08	0.99	2.47	3.27	7.5	20.86	20.39	18.13	16.43	14.6
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	156.8	2.38	1.65	1.5	3.67	14.68	19.18	19.76	13.5	13.37	7.89
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,808.86	1.86	-4.38	-4.02	-5.06	-0.81	12.78	18.28	19.09	-	18.37
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	-1.77	-0.88	-2.52	2.54	11.27	18.53	16.61	12.7	11.33
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,292.89	1.73	-3.6	-2.93	-4.35	0.88	10.89	24.64	21.79	15.62	23.36
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	947.4	2.35	-3.36	-2.53	-4.71	-1.16	10.02	21.96	22.15	14.71	11.57
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,401.54	2.18	-3.59	-2.84	-3.56	-0.23	8.74	15.28	15.77	14.6	14.07
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,128.18	2.03	-3.58	-2.83	-3.57	-0.36	8.62	14.83	-	-	12.08
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,476.88	2.24	-3.15	-2.23	-2.74	-0.26	8.47	13.54	14.75	12.4	14.54
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	919.27	2.28	-0.78	0.2	-0.76	4.05	8.46	17.12	16.47	15.74	13.14
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,986.67	1.79	-3.48	-2.67	-4.26	0.71	8.35	16.76	16.58	15.22	13.98
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,846.01	1.76	-2.18	-1.87	-2.72	0.48	7.35	12.95	12.91	12.3	10.6
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,835.43	0.32	0.26	0.32	1.27	2.73	7.05	7.21	5.97	-	6.16
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	-0.17	-0.14	0.46	1.85	6.77	7.23	5.58	6.52	7.3
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	768.2	0.64	-0.16	-0.16	0.38	1.73	6.76	7.02	5.81	7.21	6.94
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	-2.25	-1.29	-1.74	1.02	6.71	12.6	13.01	12.92	16.86
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	0.05	0.76	2.02	6.69	7.18	7.16	6.19	7.17
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	-1.8	-1.51	-2.27	0.74	6.63	10.76	10.03	9.58	9.72
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	-4.69	-3.79	-6.56	-2.01	6.54	17.25	17.16	14.84	15.13
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,206.72	2.15	-1.12	-0.94	-1.14	1.15	6.52	11.25	9.88	8.7	8.23
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	472.15	1.21	0.08	0.13	0.91	2.26	6.34	6.69	7.08	5.84	7.03
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	5,965.36	0.35	0.4	0.45	1.39	2.81	6.26	6.86	5.78	5.99	6.87
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	321.4	1.01	0.44	0.52	1.53	2.84	5.98	6.65	5.28	-	4.15
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	0.17	0.22	0.98	2.17	5.64	6.06	4.96	5.01	5.45
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	589.53	0.17	0.4	0.43	1.3	2.64	5.6	6.27	5.33	-	5.12
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	-0.07	-0.09	0.39	1.14	5.01	5.6	3.95	5.53	7.17
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	19.92	1.14	-0.65	-0.46	-0.02	0.59	4.17	7.11	7.57	6.72	7.08
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,400.63	1.93	-5.17	-4.26	-7.61	-5.15	4.0	18.94	21.25	14.07	16.45
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,102.84	2.25	-3.9	-3.06	-3.92	-1.8	3.61	14.32	14.27	13.86	14.59
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,788.86	2.05	-5.25	-4.45	-8.24	-5.34	2.89	-	-	-	1.98
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth	Fund of Funds-Income Plus Arbitrage	05-01-2025	0	0.0	-	-	-	-	-	-	-	-	0.16
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	1,015.53	2.11	-1.65	-0.84	-0.1	3.41	-	-	-	-	3.43
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	-8.33	-7.76	-12.06	-7.28	-2.37	14.29	13.92	13.45	11.83