Sundaram Infrastructure Advantage Fund Direct IDCW

Equity
Sectoral
Very High Risk
Payout
23.12%
3Y annualised
+0.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Dec 2024₹61.35
Min. SIP amount₹100
Rating2
Fund size₹1,067.46Cr

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
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.8%23.1%25.3%15.1%
Category average29.7%27.4%27.5%NA
Rank with in category151717NA
Understand terms

Holdings (59)

NameSectorInstrumentAssets
ConstructionEquity7.72%
CommunicationEquity6.86%
EnergyEquity5.94%
EnergyEquity5.04%
ConstructionEquity3.62%
EnergyEquity2.50%
Capital GoodsEquity2.02%
Consumer DiscretionaryEquity2.02%
Capital GoodsEquity1.92%
FinancialEquity1.81%
EnergyEquity1.70%
Capital GoodsEquity1.67%
ConstructionEquity1.66%
Capital GoodsEquity1.65%
Capital GoodsEquity1.63%
Capital GoodsEquity1.62%
FinancialEquity1.61%
ConstructionEquity1.60%
Capital GoodsEquity1.57%
CommunicationEquity1.53%
Capital GoodsEquity1.53%
ConstructionEquity1.51%
EnergyEquity1.47%
Capital GoodsEquity1.44%
EnergyEquity1.38%
AutomobileEquity1.31%
ConstructionEquity1.30%
Capital GoodsEquity1.29%
DiversifiedEquity1.23%
EnergyEquity1.21%
AutomobileEquity1.19%
ConstructionEquity1.18%
Capital GoodsEquity1.13%
ConstructionEquity1.13%
Capital GoodsEquity1.11%
ServicesEquity1.11%
Capital GoodsEquity1.09%
Capital GoodsEquity1.06%
ServicesEquity1.02%
Capital GoodsEquity1.02%
ServicesEquity1.00%
Metals & MiningEquity1.00%
FinancialEquity1.00%
EnergyEquity0.95%
CommunicationEquity0.92%
Capital GoodsEquity0.91%
Capital GoodsEquity0.90%
Metals & MiningEquity0.89%
Capital GoodsEquity0.89%
Capital GoodsEquity0.87%
ConstructionEquity0.86%
Metals & MiningEquity0.85%
ConstructionEquity0.81%
ServicesEquity0.80%
Capital GoodsEquity0.76%
EnergyEquity0.54%
NA
NAEquity0.49%
Consumer StaplesEquity0.42%
Capital GoodsEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 1.80%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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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