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 - Institutional Plan - Growth

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 03 Jan 2012₹36.00+2.72%
AUM₹112 Crfrom this fund's primary plan
Expense Ratio1.50%
CAGR—
Exit LoadNil
Min SIP₹250from this fund's primary plan
Launched2009

Investment Objective

To achieve capital appreciation by investing in select stocks of companies which are leaders in their respective sectors/sub-sectors or amongst top 2/3 companies in any sector/sub-sectors in terms of net revenue or total income

Fund Mandate

Debt0%–15%
Equity85%–100%
MMI0%–15%
Others0%–15%
Fund Managers
JV
J. Venkatesan
Fund Manager
Key Information
1.50%
₹250from this fund's primary plan
₹5,00,00,000
Nil
Nil
Inception04 May 2009
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
Similar Funds
TRUSTMF Small Cap Fund - Growth - Direct PlanTrust MF+28.42%TRUSTMF Small Cap Fund - IDCW - Direct PlanTrust MF+28.42%Kotak Healthcare Fund - Growth - Direct PlanKotak MF+26.51%Kotak Healthcare Fund - IDCW - Direct PlanKotak MF+26.50%Kotak Healthcare Fund - IDCW Payout - Direct PlanKotak MF+26.50%
Compare With

TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

No recent news found for Sundaram India Leadership Fund - Institutional Plan - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+2.72%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.50%
Nil
Nil
₹250from this fund's primary plan
₹5,00,00,000
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