Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Infrastructure Advantage Fund Direct IDCW

Sundaram Infrastructure Advantage Fund Direct IDCW

Equity
Sectoral / Thematic
Very High Risk
69.57%
1Y return
-0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹40.16
Min. SIP amount₹100
Rating3star
Fund size₹608.18 Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns69.6%15.9%13.7%12.6%
Category average69.8%13.3%12.2%NA
Rank with in category171313NA
Understand termsinfo

Holdings (39)

NameSectorInstrumentAssets
ConstructionEquity8.2%
EnergyEquity7.4%
ConstructionEquity6.3%
FinancialEquity5.4%
CommunicationEquity5.1%
MetalsEquity4.9%
EngineeringEquity4.0%
ConstructionEquity3.4%
EngineeringEquity3.3%
ConstructionEquity3.3%
See All

Pros and cons

info
Category: Equity Sectoral / Thematic
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Pros

1Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.05%

Expense ratio, exit load and tax

Expense ratio: 2.05%

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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

S Krishnakumar
Jan 2016 - Present
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Dwijendra Srivastava
Jul 2020 - Present
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S Bharath
Apr 2019 - Present
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Ratish Varier
Jul 2020 - Present
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Fund house & investment objective

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Fund house contact details

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