Sundaram Consumption Fund Institutional-Growth

Fund Details

NAV 10.0

Sub-Type Thematic-Consumption

Rating Not Rated

Min. SIP Amount ₹0

Fund Age(Year) 17.69

Fund Size(in Crores) 1628.06

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 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.53%) Market Cap Large Cap 58.1 Mid Cap 20.49 Small Cap 20.94 Top Sectors Technology 60.34 Communication 19.07 Services 18.69 Consumer Discretionary 1.12 Consumer Staples 0.31 Top Holding Zensar Technologies 3.22 Brainbees Solutions 1.12 Birlasoft 2.07 Coforge 2.99 Firstsource Solutions 4.35 Cyient 0.08 Tata Communications 1.36 Unicommerce ESolutions 0.57 eClerx Services 2.21 Sonata Software 3.01 Bharti Hexacom 2.49 Redington 1.2 Urban Company (UrbanClap) 0.31 HCL Technologies 8.78 Tata Consultancy 11.14 PB Fintech 1.04 LTIMindtree 0.23 Infosys 14.77 Hexaware Technologies 2.98 Zee Entertainment Enterprises 0.28 PVR Inox 0.29 Bharti Airtel 13.79 Info Edge (India) 4.12 Wipro 0.74 Eternal 3.25 Indus Towers 1.15 Mphasis 5.51 Tech Mahindra 4.25 Sagility 2.23

Debt & Others (0.47%) Sector Allocation Repo 0.81 Net Payables -0.34 Debt Credit Ratings Debt Category Others 0.47

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.43% Ret 1Y 8.13% Ret 3Y 7.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 8.13% Ret 3Y 7.91% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.42% Ret 1Y 6.89% Ret 3Y 6.98% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 6.89% Ret 3Y 6.98% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.75% Ret 3Y 7.39% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.75% Ret 3Y 7.39% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.23% Ret 1Y 8.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.23% Ret 1Y 8.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.42% Ret 1Y 7.26% 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%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Nikunj Gala

Education Mr. Gala has done MBA from NMIMS (Mumbai) and B.E (IT)

Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, ASK Investment Managers, IIFL Institutional Equities and ICICI Securities

Ratish Varier

Education Mr. Varier is a B.Com. & MBA (Finance)

Experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 0

Date of Incorporation 2008-04-15

Total AUM 2025-11-30

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.