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AMC

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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	123	2.38	16.72	1.58	9.16	25.64	21.57	23.24	13.33	11.09	7.57
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,798.62	1.84	18.0	4.47	7.6	11.7	14.01	-	-	-	17.25
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	797.62	0.55	6.91	0.92	1.38	3.34	8.15	7.52	5.9	7.25	7.02
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	400.2	0.0	6.86	0.9	1.42	3.35	8.14	7.75	5.66	6.67	7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	195.11	0.89	6.48	0.71	1.26	3.19	7.78	7.59	7.18	6.22	7.22
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,760.95	0.29	6.14	0.52	1.45	3.43	7.62	7.32	5.86	-	6.2
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	389.65	0.0	5.81	0.55	1.37	3.24	7.16	6.98	7.03	5.92	7.07
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	10-01-2013	7,366.98	0.0	5.23	0.48	1.39	2.93	6.64	6.95	5.64	6.05	6.89
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,513.67	2.1	12.46	4.22	0.8	4.06	6.44	19.09	21.74	14.24	14.53
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,425.86	1.86	9.55	1.01	0.74	9.78	6.41	19.18	24.83	-	19.76
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	316.44	1.0	4.97	0.53	1.34	2.71	6.36	6.66	5.04	-	4.1
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,111.91	0.0	4.97	0.44	1.19	2.8	6.23	6.21	4.86	5.12	5.47
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	42.15	1.83	5.18	0.57	0.68	1.99	6.2	6.12	3.97	5.41	7.23
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	392.88	0.16	4.64	0.45	1.33	2.7	5.96	6.34	5.19	-	5.11
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,152.68	2.14	6.06	0.99	1.76	5.29	5.18	11.51	11.33	8.52	8.37
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.88	1.85	3.53	0.75	0.15	1.25	3.43	7.55	8.31	6.73	7.21
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,678.45	2.06	5.15	1.47	2.02	6.1	3.32	11.32	12.06	9.39	10.04
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,356.01	2.19	6.54	0.38	2.11	8.73	3.21	15.6	20.36	13.84	14.31
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,808.48	2.02	3.49	-1.22	1.35	9.12	3.1	-	-	-	8.63
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,063.86	2.02	6.03	0.39	1.9	9.11	3.06	15.27	-	-	14.16
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	6,944.38	1.79	4.47	1.53	2.05	6.68	2.3	13.37	16.11	11.79	10.81
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	10-01-2013	2,828.73	1.99	5.38	0.8	2.3	11.83	2.22	17.8	21.73	14.42	15.57
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,442.01	2.26	5.16	-0.13	1.13	7.47	2.01	13.5	18.43	11.61	14.82
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	12,585.11	1.74	3.28	0.54	2.67	14.05	1.66	23.96	27.09	15.15	23.83
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,589.62	2.18	4.0	0.5	4.66	9.18	1.24	16.86	20.22	14.42	12.74
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,740.02	1.8	3.18	1.09	3.19	10.28	0.92	16.97	20.8	14.73	14.39
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	123.06	1.08	7.98	0.16	3.13	9.69	0.14	17.77	21.22	11.87	11.52
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	903.43	2.21	-	0.71	-	-	-	-	-	-	3.06
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,279.53	1.92	3.89	0.77	1.7	6.01	-0.16	13.03	16.29	12.08	17.13
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	942.19	2.4	3.86	0.01	0.43	11.16	-1.66	22.57	27.47	14.24	11.91
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,340.55	1.93	2.01	-0.35	-0.98	13.56	-2.0	20.63	27.32	13.94	17.08
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,072.73	2.27	1.58	0.33	1.36	7.83	-2.35	14.34	18.62	13.23	15.01
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	893.99	2.29	2.22	1.11	2.38	6.78	-2.43	17.25	19.82	14.61	13.31