Sundaram Infrastructure Advantage Fund Direct Growth

Equity
Sectoral
Very High Risk
19.14%
3Y annualised
+0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Nov 2024₹96.37
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 returns38.1%19.1%24.0%14.9%
Category average49.2%26.1%27.1%NA
Rank with in category151717NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
ConstructionEquity7.21%
CommunicationEquity6.41%
EnergyEquity6.09%
EnergyEquity5.91%
ConstructionEquity3.43%
EnergyEquity2.40%
EnergyEquity1.95%
Capital GoodsEquity1.85%
Capital GoodsEquity1.84%
EnergyEquity1.82%
Capital GoodsEquity1.80%
CommunicationEquity1.66%
Consumer DiscretionaryEquity1.61%
FinancialEquity1.61%
ConstructionEquity1.61%
Capital GoodsEquity1.50%
FinancialEquity1.47%
EnergyEquity1.44%
Capital GoodsEquity1.44%
ConstructionEquity1.42%
Capital GoodsEquity1.41%
EnergyEquity1.40%
DiversifiedEquity1.39%
ConstructionEquity1.36%
AutomobileEquity1.32%
Capital GoodsEquity1.31%
Capital GoodsEquity1.27%
ConstructionEquity1.27%
Capital GoodsEquity1.26%
ServicesEquity1.24%
FinancialEquity1.20%
ServicesEquity1.20%
ServicesEquity1.19%
FinancialEquity1.18%
ConstructionEquity1.13%
ConstructionEquity1.12%
EnergyEquity1.12%
Capital GoodsEquity1.12%
Metals & MiningEquity1.11%
ConstructionEquity1.07%
Capital GoodsEquity1.07%
Capital GoodsEquity1.05%
CommunicationEquity1.05%
Capital GoodsEquity1.03%
ConstructionEquity1.03%
Capital GoodsEquity0.99%
AutomobileEquity0.97%
Capital GoodsEquity0.96%
Capital GoodsEquity0.94%
ServicesEquity0.94%
Capital GoodsEquity0.91%
Capital GoodsEquity0.90%
Metals & MiningEquity0.86%
Capital GoodsEquity0.83%
Metals & MiningEquity0.81%
ConstructionEquity0.78%
Metals & MiningEquity0.59%
Consumer StaplesEquity0.34%
NA
NAEquity0.27%
Capital GoodsEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 1.73%

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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