Sundaram Infrastructure Advantage Fund Regular IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
18.26%
3Y annualised
+1.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2022₹39.79
Min. SIP amountNot Supported
Rating3
Fund size₹636.83Cr

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 returns4.4%18.3%9.3%10.2%
Category average6.9%20.5%10.5%NA
Rank with in category161614NA
Understand terms

Holdings (46)

NameSectorInstrumentAssets
Larsen & Toubro Ltd.ConstructionEquity9.2%
ICICI Bank Ltd.FinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity6.2%
Bharti Airtel Ltd.CommunicationEquity6.0%
Ultratech Cement Ltd.ConstructionEquity4.8%
NTPC Ltd.EnergyEquity3.4%
Grindwell Norton Ltd.Metals & MiningEquity3.3%
KSB Ltd.Capital GoodsEquity2.9%
ABB India Ltd.Capital GoodsEquity2.6%
Polycab India Ltd.Capital GoodsEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.56%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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