Sundaram India Leadership Fund(D)
Scheme Returns
0%
Category Returns
-0.34%
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Sundaram India Leadership Fund(D) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Equity - Large Cap Fund | -0.94 | -1.51 | -0.34 | 3.82 | 32.98 | 17.16 | 25.93 | 16.14 | 15.39 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
-
AMC
Sundaram Asset Management Company Limited
-
Fund
Sundaram Mutual Fund
Snapshot
-
Inception Date
02-Jul-2004
-
Initial Price
₹10
-
Entry Load
--
-
Size of Fund(in Cr.)
10,522.29
-
Scheme Plan
--
-
Scheme Class
Equity - Large Cap Fund
-
Objectives
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.
-
Scheme Type
Open ended scheme
-
Min. Investment
₹5,000
-
Exit Load
--
-
Latest NAV
--
-
Fund Manager
Mr. J. Venkatesan
-
Fund Manager Profile
Mr.J Venkatesan has an experience of more than two decades in the banking and asset management businesses. A sevenyear stint at Canara Bank was followed by a shift to the asset management industry through Canbank Mutual Fund. With a rich experience of close to ten years in fund management, he joined Sundaram BNP Paribas Asset Management in January 2006. Venkatesan is the Fund Manager for the Rural India Fund, Growth Fund, India Leadership Fund and Financial Services Opportunities
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
-
Fund Information
-
AMC
Sundaram Asset Management Company Limited
-
Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
-
Phone
+91 (22) 28583362/3367
-
Fax
(040) 23311968
-
Email
customerservices@sundarammutual.com
-
Website
www.sundarammutual.com
-
Registrar Agent
-
Registrar
KFin Technologies Limited
-
Address
Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032
-
Phone
(040) 23312454 23320751 23320752
-
Fax
(040) 23311968
-
Email
customercare@karvy.com
-
Website
https://mfs.kfintech.com/
Portfolio Details
| Company | Market Value | hold percentage |
|---|---|---|
| Chambal Fertilisers | 128.69 | 1.15 |
| Cipla | 166.97 | 1.49 |
| B H E L | 252.75 | 2.26 |
| State Bank of India | 379.82 | 3.4 |
| S A I L | 113.68 | 1.02 |
| Dr Reddy's Labs | 193.3 | 1.73 |
| HDFC Bank | 275.4 | 2.46 |
| Hero Honda | 146.11 | 1.31 |
| Hindustan Construction Company Ltd | 39.18 | 0.64 |
| Infosys | 347.75 | 3.11 |
| Max India | 151.72 | 1.36 |
| Nagarjuna Construction | 88.74 | 0.79 |
| Grasim | 258.11 | 2.31 |
| O N G C | 403.68 | 3.61 |
| Reliance Industries | 330.64 | 2.96 |
| Ambuja Cement | 238.16 | 2.13 |
| Cummins India | 329.46 | 2.95 |
| Larsen & Toubro | 512.86 | 4.59 |
| Mahindra & Mahindra | 248.85 | 2.23 |
| B P C L | 181.78 | 1.63 |
| Tata Motors (Class A) | 425.66 | 3.81 |
| Hindustan Unilever | 358.97 | 3.21 |
| Nestle India Ltd | 69.62 | 0.92 |
| ITC | 465.59 | 4.16 |
| Sterlite Industries | 190.71 | 1.71 |
| Bharat Bijlee Ltd | 143.77 | 0.71 |
| G A I L | 189.27 | 1.69 |
| ICICI Bank | 475.04 | 4.25 |
| Axis Bank | 287.9 | 2.58 |
| HCL Technologies | 245.5 | 2.2 |
| Jindal Steel | 119.52 | 1.07 |
| United Spirits | 232.76 | 2.08 |
| Bharti Airtel | 494.27 | 4.42 |
| Petronet LNG | 195.81 | 1.75 |
| T C S | 499.42 | 4.47 |
| Shopper's Stop | 99.57 | 0.89 |
| Infrastructure Development Finance company | 68.07 | 0.63 |
| Tech Mahindra | 124.91 | 1.12 |
| Cairn India | 415.16 | 3.71 |
| Power Finance Corporation Ltd. | 39.91 | 0.15 |
| Dish TV | 277.33 | 2.48 |
| Karur Vysya Bank | 145.08 | 1.3 |
| Cash / Others | 309.88 | 2.77 |
| Fixed Income | 8.94 | 0.08 |
| Alstom Power | 37.75 | 0.34 |
Divident Details
| Scheme Name | Date | Dividend (%) |
| Sundaram India Leadership Fund | 10-10-2005 | 2.25 |
| Sundaram India Leadership Fund | 27-02-2006 | 1.75 |
| Sundaram India Leadership Fund | 12-06-2006 | 3 |
| Sundaram India Leadership Fund | 26-11-2007 | 5.5 |
| Sundaram India Leadership Fund | 15-02-2010 | 2 |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| JM Large Cap Fund (Regular) - IDCW | 22.01 | 0.25 | 3.4 | 25.62 | 43.14 | 20.43 |
| NIPPON INDIA LARGE CAP FUND - IDCW Option | 487.64 | -0.2 | 5.46 | 21.88 | 39.82 | 24.6 |
| ICICI Prudential Bluechip Fund - IDCW | 553.49 | -0.13 | 3.26 | 21.4 | 37.58 | 20.66 |
| Invesco India Largecap Fund - IDCW (Payout / Reinvestment) | 14.44 | 0.36 | 5.18 | 21.52 | 37.36 | 18.71 |
| BARODA BNP PARIBAS LARGE CAP Fund - Regular Plan - IDCW Option | 46.89 | -0.07 | 5.23 | 23.65 | 37.26 | 18.84 |
| Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option | 3.77 | -0.75 | 3.12 | 23.88 | 36.8 | 16.78 |
| DSP Top 100 Equity Fund - Regular Plan - IDCW | 1344.57 | 1.18 | 5.38 | 19.82 | 35.55 | 16.23 |
| HDFC Top 100 Fund - IDCW Option - Regular Plan | 3138.99 | -0.72 | 2.21 | 19.01 | 34.48 | 20.91 |
| Bandhan Large Cap Fund - Regular Plan - IDCW | 249.57 | -0.76 | 2.23 | 21.24 | 33.14 | 16.91 |
| HSBC Large Cap Fund - Regular IDCW | 730.58 | -0.58 | 3.36 | 18.8 | 32.81 | 16.5 |
Other Funds From - Sundaram India Leadership Fund(D)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 10269.46 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10262.08 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10112.24 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 9880.35 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 9293.43 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8777.42 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8617.55 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8477.71 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8358.16 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 7975.51 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |