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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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