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Fund News

Sundaram Mutual Fund takes over Principal Mutual Fund

23-Nov-2021 •News Desk

Sundaram Mutual Fund takes over Principal Mutual Fund

Sundaram Mutual Fund proposes to take over Principal Mutual Fund by next month end. Here is the list of funds which will get merged:

Principal MF Scheme or Sundaram MF Scheme proposed to be merged ("Transferor Scheme")	Sundaram MF Scheme or Principal MF Scheme with which Transferor Scheme is proposed to be merged ("Transferee Scheme")	Proposed New Name of the Transferee Scheme
Sundaram Arbitrage Fund	Principal Arbitrage Fund	Sundaram Arbitrage Fund
Sundaram Balanced Advantage Fund	Principal Balanced Advantage Fund	Sundaram Balanced Advantage Fund
Sundaram Equity Savings Fund	Principal Equity Savings Fund	Sundaram Equity Savings Fund
Sundaram Equity Hybrid Fund	Principal Hybrid Equity Fund	Sundaram Aggressive Hybrid Fund
Sundaram Equity Fund	Principal Multi Cap Growth Fund	Sundaram Multicap Fund
Sundaram Smart NIFTY 100 Equal Weight Fund	Principal Nifty 100 Equal Weight Fund	Sundaram Smart NIFTY 100 Equal Weight Fund
Principal Large Cap Fund	Sundaram Bluechip Fund	Sundaram Large Cap Fund
Principal Small Cap Fund	Sundaram Small Cap Fund	Sundaram Small Cap Fund
Principal Midcap Fund	Sundaram Mid Cap Fund	Sundaram Mid Cap Fund
Principal Emerging Bluechip Fund	Sundaram Large and Mid Cap Fund	Sundaram Large and Mid Cap Fund
Sundaram Money Fund	Principal Cash Mgmt Fund	Sundaram Liquid Fund
Sundaram Low Duration Fund	Principal Low Duration Fund	Sundaram Low Duration Fund
Sundaram Short Term Debt Fund	Principal Short Term Debt Fund	Sundaram Short Duration Fund
Sundaram Ultra Short Term Fund	Principal Ultra Short Term Fund	Sundaram Ultra Short Term Fund
Principal Global Opportunities Fund	Sundaram Global Brand Fund	Sundaram Global Brand Fund

List of Funds whose name will get changed:

Existing	New
Principal Focused Multicap Fund	Sundaram Focused Fund
Principal Dividend Yield Fund	Sundaram Dividend Yield Fund
Principal Tax Savings Fund	Sundaram Tax Savings Fund (ELSS)

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