Sundaram India Leadership Fund Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram India Leadership Fund Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹112 Cr

Lock In Period

N/A

Expense Ratio

2.41

Exit Load

1.00% if redeemed within 12 months from allotment.

Benchmark

Nifty 50

Sundaram India Leadership Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.108.15
6M0.001.5764.49
1Y0.004.04137.57
3Y0.009.96202.94

Portfolio Analysis

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About Fund Sundaram India Leadership Fund Growth

Sundaram India Leadership Fund Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹112 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 2.41. Under the expert guidance of J Venkatesan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

J Venkatesan

Mr. Venkatesan has a post graduate degree in Commerce and is a CWA & CAIIB. He has over 10 years experience in commercial banking and nearly 11 years experience in primary market, debt market, money market & equity market operation and fund management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram India Leadership Fund Growth FAQs

Sundaram India Leadership Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram India Leadership Fund Growth is 2.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram India Leadership Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Sundaram India Leadership Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram India Leadership Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram India Leadership Fund Growth is ₹112 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram India Leadership Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.