Sundaram Infrastructure Advantage Fund Regular Dividend+0.34%

3Groww
-13.79%
1 Year Return
Equity
Sectoral/Thematic
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Infrastructure Advantage Fund Regular Dividend

RiskHigh
Min SIP Amount₹500
Expense Ratio2.65%
NAV25.4 (23 Aug 2019)
Fund Started04 Apr 2014
Fund Size548 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Infrastructure Advantage Fund Regular Dividend
-13.8%
2.5%
5.4%
7.8%
Category Average
-9.6%
3.9%
6.8%
-
Rank within category
14
13
8
-
*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
    30
    with -13.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. 10Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity5.6%
    The Ramco Cements Ltd.ConstructionEquity5.3%
    Larsen & Toubro Ltd.ConstructionEquity5.2%
    Timken India Ltd.EngineeringEquity4.3%
    Grindwell Norton Ltd.MetalsEquity4.1%
    Kalpataru Power Transmission Ltd.ConstructionEquity3.9%
    Honeywell Automation India Ltd.EngineeringEquity3.4%
    Thermax Ltd.EngineeringEquity3.3%
    HDFC Bank Ltd.FinancialEquity3.3%
    Kansai Nerolac Paints Ltd.ChemicalsEquity3.1%
    See All

    Fund Managers

    addS Krishna Kumar
    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

    Other Details

    Sundaram Infrastructure Advantage Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 04 Apr 2014. S Krishnakumar, Madanagopal Ramu is the Current Fund Manager of Sundaram Infrastructure Advantage Fund Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹548 Cr and the Latest NAV as of 23 Aug 2019 is ₹25.4.

    The Sundaram Infrastructure Advantage Fund Regular Dividend is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    To generate consistent long-term returns by investing predominantly in equity/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
    ₹5000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

    Compare Funds

    Sundaram Infrastructure Advantage Fund Regular Dividend
    VS
    search

    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |