Sundaram Money Institutional Plan-Growth
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Debt, Liquid, Principal at low to moderate risk
1 Year Return 0.0% at 05 Feb 2026 11:38 AM
Fund Details
NAV 40.2955
Sub-Type Liquid
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 21.4
Fund Size(in Crores) 0
Fund Performance
1 Month 0.0%
3 Month 0.0%
6 Month 0.0%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.03%) Market Cap Small Cap 16.56 Mid Cap 7.21 Large Cap 74.26 Top Sectors Financial 25.03 Services 13.21 Healthcare 11.79 Energy 11.71 Automobile 10.59 Construction 6.14 Technology 3.86 Communication 3.29 Insurance 3.25 Materials 2.87 Capital Goods 1.58 Consumer Staples 1.41 Chemicals 1.38 Metals & Mining 0.82 Consumer Discretionary 0.59 Textiles 0.53 Top Holding Westlife Foodworld 0.1 NTPC 4.04 Astra Microwave Products 0.49 Alkem Laboratories 1.56 SBI Cards 1.64 TeamLease Services 0.1 Bharat Petroleum Corporation 0.35 Mahindra Lifespace Developers 1.19 Larsen & Toubro 4.53 Leela Palaces Hotels 0.57 Aarti Industries 0.11 DLF 0.14 ONGC 1.16 ICICI Bank 7.61 Tata Motors 0.55 Lupin 0.29 Infosys 2.71 Interglobe Aviation 1.06 PI Industries 0.8 Inox Wind 1.09 Hindustan Unilever 0.83 Tega Industries 0.3 Inox India 0.09 Samvardhana Motherson 0.81 Sagility 0.26 TBO Tek 0.99 Sun Pharmaceutical Industries 5.95 HDFC Bank 6.94 Trent 0.34 Reliance Industries 5.86 State Bank of India 1.68 Updater Services 0.16 Brigade Enterprises 0.1 PDS 0.68 Sona BLW Precision Forgings 0.1 ITC 0.48 United Foodbrands 0.03 Maruti Suzuki India 4.2 Shilpa Medicare 0.45 International Gemmological Institute 0.11 Gufic Biosciences 0.02 Indian Oil Corporation 0.17 Mahindra & Mahindra 0.32 Tech Mahindra 0.09 Motherson Wiring 0.21 Eternal 1.36 TVS Motor Company 3.95 Varroc Engineering 0.11 Avenue Supermarts 4.31 PNC Infratech 0.07 Axis Bank 5.61 Bharti Airtel 2.77 Ultratech Cement 1.96 ICICI Prudential 0.11 Sapphire Foods 0.4 Arvind Fashions 0.53 Star Health and Allied Insurance Company 0.68 TVS Motor Company - Pref. Shares 0.04 Hyundai Motor 0.12 ICICI Lombard Gen. Insurance 0.21 Vedanta 0.3 Aurobindo Pharma 0.5 Godavari Biorefineries 0.38 Tinna Rubber And Infrastructure 0.09 Siemens Energy India 0.13 Power Mech Projects 0.11 Chalet Hotels 0.75 Rolex Rings 0.03 Redtape 0.18 Brainbees Solutions 0.3 Tata Consultancy 1.06 Wockhardt 0.8 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.02 Canara HSBC Life Insurance Company 0.28 Apollo Tyres 0.18 Indusind Bank 0.44 Akums Drugs And Pharmaceuticals 0.53 Ambuja Cements 0.91 SBI Life Insurance Company 1.96 Zydus Lifesciences 0.04 Syngene International 1.66 Sundram Fasteners 0.32 REC 1.11 PVR Inox 1.22 Kwality Walls India 0.01 V-Mart Retail 0.58 Dabur India 0.09 Techno Electric & Eng. Co. 0.14 Hindalco Industries 0.12 FSN E-Commerce Ventures 0.29
Debt & Others (1.97%) Sector Allocation Repo 2.08 Net Payables -0.12 Debt Credit Ratings Debt Category Others 1.97
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -3.35% Ret 1Y 6.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -3.35% Ret 1Y 6.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.28% Ret 1Y 31.27% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.28% Ret 1Y 31.27% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.26%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2004-09-10
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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