Sundaram Growth Fund Institutional-Growth

Fund Details

NAV 10.0

Sub-Type Large Cap(Old)

Rating Not Rated

Min. SIP Amount ₹0

Fund Age(Year) 17.81

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 (98.81%) Market Cap Small Cap 4.91 Large Cap 65.25 Mid Cap 28.65 Top Sectors Financial 33.13 Automobile 12.14 Services 8.49 Energy 7.2 Healthcare 6.15 Technology 6.07 Construction 5.3 Metals & Mining 4.71 Communication 3.5 Consumer Staples 3.46 Materials 2.78 Chemicals 2.02 Capital Goods 1.87 Insurance 1.03 Consumer Discretionary 0.96 Top Holding Kwality Walls India 0.03 One97 Communications 1.13 Infosys 2.89 AU Small Finance Bank 1.34 ICICI Lombard Gen. Insurance 1.03 Dixon Technologies (India) 0.84 Asian Paints 0.66 Power Fin. Corp. 1.27 IDFC First Bank 1.19 Mahindra & Mahindra 2.56 Eicher Motors 1.14 Sun Pharmaceutical Industries 0.99 Fortis Healthcare 1.2 PB Fintech 0.98 Hindustan Petroleum Corporation 1.24 Coforge 0.87 Eternal 1.26 Hindustan Unilever 1.33 State Bank of India 2.93 Bharat Forge 0.67 JSW Steel 1.13 UPL 1.19 FSN E-Commerce Ventures 1.42 HDFC Bank 8.69 Hindalco Industries 1.54 Larsen & Toubro 3.09 Tata Consultancy 1.19 Laurus Labs 1.17 Axis Bank 2.31 Hero Motocorp 1.09 Persistent Systems 1.12 Tata Motors Passenger Vehicles 1.36 Bajaj Finance 1.6 ICICI Bank 5.46 Bharti Airtel 3.5 Info Edge (India) 1.08 Bank of Maharashtra 0.97 Suzlon Energy 1.03 Lupin 1.09 Tata Steel 1.28 The Federal Bank 1.67 MRF 1.04 Ashok Leyland 1.29 SRF 0.84 Max Financial Services 0.89 Reliance Industries 5.96 Grasim Industries 1.11 Titan Company 0.96 NMDC 0.76 Apollo Hospitals Enterprise 1.7 Prestige Estates Projects 1.1 Kotak Mahindra Bank 2.29 Indian Bank 1.01 ITC 2.11 Ultratech Cement 1.01 Cholamandalam Financial 1.51 Godrej Properties 1.11 Maruti Suzuki India 1.92 MCX 1.08 Interglobe Aviation 1.53 TVS Motor Company 1.07

Debt & Others (1.19%) Sector Allocation Net Receivables 1.19 Debt Credit Ratings Debt Category Others 1.19

Comparison with same funds

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -2.1% Ret 1Y 9.21% Ret 3Y 13.58% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -2.1% Ret 1Y 9.21% Ret 3Y 13.58% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -1.65% Ret 1Y 12.74% Ret 3Y 15.81% Ret 5Y 9.96%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -1.65% Ret 1Y 12.74% Ret 3Y 15.81% Ret 5Y 9.96%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -1.65% Ret 1Y 12.74% Ret 3Y 15.81% Ret 5Y 9.96%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -2.07% Ret 1Y 5.24% Ret 3Y 15.71% Ret 5Y 9.67%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -2.07% Ret 1Y 5.24% Ret 3Y 15.71% Ret 5Y 9.67%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -2.07% Ret 1Y 5.24% Ret 3Y 15.71% Ret 5Y 9.67%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -2.92% Ret 1Y 11.77% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -2.92% Ret 1Y 11.77% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -2.44% Ret 1Y 8.79% Ret 3Y 15.82% Ret 5Y 16.71%

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%

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 moderately high risk

AMC and Fund details

Rank (total sets) 0

Date of Incorporation 2008-04-15

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.