Sundaram Infrastructure Advantage Fund Regular Dividend0.00%

-10.66%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Infrastructure Advantage Fund Regular Dividend

RiskHigh
Min SIP Amount₹100
Expense Ratio2.66%
NAV23.56 (30 Oct 2020)
Fund Started04 Apr 2014
Fund Size428 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Infrastructure Advantage Fund Regular Dividend
-10.7%
-7.0%
2.7%
7.2%
Category Average
-11.2%
-7.7%
2.5%
-
Rank within category
8
10
10
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -10.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 1Y Returns are higher than the category average returns
    4. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark
    8. 10Y Returns are lower than the benchmark
    9. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    10. Risk-adjusted returns are lower compared to the category
    11. Higher expense ratio - 2.66%
    12. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.3%
    The Ramco Cements Ltd.ConstructionEquity6.4%
    Honeywell Automation India Ltd.EngineeringEquity5.6%
    Grindwell Norton Ltd.MetalsEquity5.2%
    Timken India Ltd.EngineeringEquity5.0%
    ICICI Bank Ltd.FinancialEquity4.9%
    Larsen & Toubro Ltd.ConstructionEquity4.2%
    Kansai Nerolac Paints Ltd.ChemicalsEquity3.9%
    Bharti Airtel Ltd.CommunicationEquity3.4%
    Ultratech Cement Ltd.ConstructionEquity3.3%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addS Bharath
    Education
    Mr. Bharath is a B Com (H), MBA and ICWA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
    Funds Managed
    addRatish Varier
    Education
    Experience
    Funds Managed

    Sundaram Infrastructure Advantage Fund Regular Dividend Details

    Sundaram Infrastructure Advantage Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 04 Apr 2014. S Krishnakumar, Madanagopal Ramu is the Current Fund Manager of Sundaram Infrastructure Advantage Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹428 Cr and the Latest NAV as of 30 Oct 2020 is ₹23.56.

    The Sundaram Infrastructure Advantage Fund Regular Dividend is rated High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

    Investment Objective

    The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    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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