CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFGrowth

Sundaram India Leadership Fund - Growth

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 10 Jul 2012₹39.66+1.23%
AUM₹112 Cr
Expense Ratio2.47%
CAGR—
Exit LoadNil
Min SIP₹250
Launched2004

Investment Objective

To achieve capital appreciation by investing in select stocks of companies. The leaders are identified as top 2/3 companies in any sector/sub-sector in terms of net revenue or total income.

Fund Mandate

Debt0%–15%
Equity85%–100%
MMI0%–15%
Others0%–15%
Asset Allocation
Domestic Equity97.1%
Debt0.1%
Cash & Equivalents2.8%
Fund Managers
JV
J. Venkatesan
Fund Manager
Key Information
2.47%
₹250
₹5,000
Nil
Nil
Inception02 Jul 2004
AMCSundaram MF
Top Holdings As of 30 Jun 2012
1Larsen & Toubro Ltd.Infrastructure4.59%
2Tata Consultancy Services Ltd.IT4.47%
3Bharti Airtel Ltd.Telecom4.42%
4ICICI Bank Ltd.Bank4.25%
5ITC Ltd.FMCG4.16%
6Tata Motors Passenger Vehicles Ltd.Automobile & Ancillaries3.81%
7Cairn India Ltd. (Amalgamated)Crude Oil3.71%
8Oil & Natural Gas Corporation Ltd.Crude Oil3.61%
9State Bank Of IndiaBank3.40%
10Hindustan Unilever Ltd.FMCG3.21%
Sector Allocation
Bank14.0%
Crude Oil11.9%
IT10.9%
Automobile & Ancillaries10.3%
FMCG10.0%
Finance6.2%
Infrastructure5.4%
Telecom4.4%
Healthcare3.2%
Others2.9%
Capital Goods2.6%
Media & Entertainment2.5%
Diversified2.3%
Alcohol2.1%
Construction Materials2.1%
Iron & Steel2.1%
Inds. Gases & Fuels1.8%
Gas Transmission1.7%
Non - Ferrous Metals1.7%
Chemicals1.2%
Retailing0.9%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day+1.23%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.47%
Nil
Nil
₹250
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme