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

Sundaram Infrastructure Advantage Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
19.62%
3Y annualised
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Dec 2021₹53.24
Min. SIP amount₹100
Rating3
Fund size₹646.20Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns58.5%19.6%15.8%12.6%
Category average69.8%13.3%12.2%NA
Rank with in category111212NA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
ConstructionEquity9.6%
EnergyEquity8.8%
FinancialEquity6.2%
ConstructionEquity6.0%
CommunicationEquity5.9%
MetalsEquity5.8%
ConstructionEquity5.7%
EngineeringEquity4.1%
EnergyEquity3.8%
EnergyEquity3.8%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 2.05%
Higher alpha: 7.21 The fund has generated returns higher than benchmark - S&P BSE 100 TRI - in the last 3Y

Cons

1Y annualised returns lower than category average by 0.53%

Expense ratio, exit load and tax

Expense ratio: 2.04%

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

S Krishnakumar
Jan 2016 - Present
View details
Dwijendra Srivastava
Jul 2020 - Present
View details
S Bharath
Apr 2019 - Present
View details
Ratish Varier
Jul 2020 - Present
View details

Fund house & investment objective

Fund house contact details

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