Sundaram Infrastructure Advantage Fund Direct IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
16.29%
3Y annualised
-1.90% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹38.91
Min. SIP amount₹100
Rating3
Fund size₹614.60Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.8%16.3%6.3%11.3%
Category average6.1%18.3%7.9%NA
Rank with in category191416NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
Larsen & Toubro Ltd.ConstructionEquity9.6%
Bharti Airtel Ltd.CommunicationEquity6.6%
ICICI Bank Ltd.FinancialEquity6.4%
Reliance Industries Ltd.EnergyEquity6.2%
Ultratech Cement Ltd.ConstructionEquity4.8%
NTPC Ltd.EnergyEquity3.7%
State Bank of IndiaFinancialEquity3.2%
KSB Ltd.Capital GoodsEquity3.0%
Esab India Ltd.Capital GoodsEquity2.6%
Grindwell Norton Ltd.Metals & MiningEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 1.84%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Ratish Varier
Jul 2020 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes

Rohit Seksaria
Jan 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Ashish Aggarwal
Dec 2021 - Present
View details

Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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