Sundaram India Leadership Fund - Institutional Plan - Dividend
NAV · 10 Jul 2012₹13.93+1.23%
AUM₹112 Crfrom this fund's primary plan
Expense Ratio1.50%
CAGR—
Exit LoadNil
Min SIP₹250from this fund's primary plan
Launched2011
Asset Allocation
Domestic Equity97.1%
Debt0.1%
Cash & Equivalents2.8%
Fund Managers
JV
J. Venkatesan
Fund Manager
Key Information
1.50%
₹250from this fund's primary plan
₹5,00,000
Nil
Nil
Inception06 Jan 2011
AMCSundaram MF
Top Holdings As of 30 Jun 2012 · disclosed on this fund's primary plan
1Larsen & Toubro Ltd.Infrastructure
2Tata Consultancy Services Ltd.IT
3Bharti Airtel Ltd.Telecom
4ICICI Bank Ltd.Bank
5ITC Ltd.FMCG
6Tata Motors Passenger Vehicles Ltd.Automobile & Ancillaries
7Cairn India Ltd. (Amalgamated)Crude Oil
8Oil & Natural Gas Corporation Ltd.Crude Oil
9State Bank Of IndiaBank
10Hindustan Unilever Ltd.FMCG
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%
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Trailing Returns
PeriodReturns
1 Day+1.23%
Risk Metrics
Risk metrics are not available for this fund.
Fees
1.50%
Nil
Nil
₹250from this fund's primary plan
₹5,00,000
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