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Merger of Schemes of Principal Mutual Fund and Sundaram Mutual Fund

Merger of Schemes of Principal Mutual Fund and Sundaram Mutual Fund

Dear investor,

Pursuant to SEBI approval dated 18/11/2021, please find below the proposed list of scheme mergers.

S.No. Surviving Scheme
Category		 Transferor
scheme		 Transferee
scheme		 Proposed New Name/Surviving Scheme Exit Option
Letter		 SID
1 Large Cap Sundaram Select Focus Sundaram Bluechip Fund Sundaram Large Cap Fund
2 Large Cap Principal Large Cap Fund Sundaram Large Cap Fund (Erstwhile Sundaram Bluechip Fund) Sundaram Large Cap Fund
3 Large and Midcap Principal Emerging Bluechip Fund Sundaram Large and Mid Cap fund Sundaram Large and Mid Cap fund
4 Mid Cap Principal Midcap Fund Sundaram Mid Cap Fund Sundaram Mid Cap Fund
5 Small Cap Principal Small Cap Fund Sundaram Small Cap Fund Sundaram Small Cap Fund
6 Multi Cap Sundaram Equity Fund Principal Multi Cap Growth Fund Sundaram Multi Cap Fund
7 Fund of Funds (Overseas) Principal Global Opportunities Fund Sundaram Global Brand Fund Sundaram Global Brand Fund
8 Arbitrage Sundaram Arbitrage Fund Principal Arbitrage Fund Sundaram Arbitrage Fund
9 Dynamic Asset Allocation/Balanced Advantage Sundaram Balanced Advantage Fund Principal Balanced Advantage Fund Sundaram Balanced Advantage Fund
10 Equity Savings Sundaram Equity Savings Fund Principal Equity Savings Fund Sundaram Equity Savings Fund
11 Aggressive Hybrid Sundaram Equity Hybrid Fund Principal Hybrid Equity Fund Sundaram Aggressive Hybrid Fund
12 Index Fund Sundaram Smart NIFTY 100 Equal Weight Fund Principal Nifty 100 Equal Weight Fund Sundaram NIFTY 100 Equal Weight Fund
13 Liquid Sundaram Money Fund Principal Cash Management Fund Sundaram Liquid Fund
14 Low Duration Sundaram Low Duration Fund Principal Low Duration Fund Sundaram Low Duration Fund
15 Short Duration Sundaram Short Term Debt Fund Principal Short Term Debt Fund Sundaram Short Duration Fund
16 Ultra Short Duration Sundaram Ultra Short Term Fund Principal Ultra Short Term Fund Sundaram Ultra Short Duration Fund
Takeover and renaming of schemes
S.No. Surviving Scheme Category Schemes Acquired from PMF Scheme name post Transfer to SMF SID
1 Focused Principal Focused Multicap Fund Sundaram Focused Fund
2 Dividend Yield Principal Dividend Yield Fund Sundaram Dividend Yield Fund
3 ELSS Principal Tax Savings Fund Sundaram Tax Savings Fund
S.No. Scheme Category Scheme Name Remarks Closure of Subscription and
SIP/STP consent
1 ELSS Sundaram Diversified Equity Fresh Subscription stopped