| Risk | High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.67% |
| NAV | ₹28.36 (28 Sep 2020) |
|---|---|
| Fund Started | 29 Sep 2005 |
| Fund Size | ₹443 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 7.5% |
| Timken India Ltd. | Engineering | Equity | 5.7% |
| Honeywell Automation India Ltd. | Engineering | Equity | 5.7% |
| The Ramco Cements Ltd. | Construction | Equity | 5.7% |
| ICICI Bank Ltd. | Financial | Equity | 5.3% |
| Grindwell Norton Ltd. | Metals | Equity | 4.6% |
| JK Cement Ltd | Construction | Equity | 4.5% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.3% |
| Bharti Airtel Ltd. | Communication | Equity | 4.0% |
| Kansai Nerolac Paints Ltd. | Chemicals | Equity | 3.6% |
Sundaram Infrastructure Advantage Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 29 Sep 2005. S Krishnakumar, Madanagopal Ramu is the Current Fund Manager of Sundaram Infrastructure Advantage Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹443 Cr and the Latest NAV as of 28 Sep 2020 is ₹28.36.
The Sundaram Infrastructure Advantage Fund Regular Growth 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.
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.
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.