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Sundaram Infrastructure Advantage Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
73.98%
1Y return
+0.63% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹46.55
Min. SIP Amount₹100
Rating3star
Fund Size₹587.22 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns74.0%12.7%12.0%10.2%
Category average69.8%13.3%12.2%NA
Rank with in category141512NA
Understand termsinfo

Holdings (39)

NameSectorInstrumentAssets
Larsen & Toubro Ltd.ConstructionEquity8.2%
Reliance Industries Ltd.EnergyEquity7.4%
The Ramco Cements Ltd.ConstructionEquity6.3%
ICICI Bank Ltd.FinancialEquity5.4%
Bharti Airtel Ltd.CommunicationEquity5.1%
Grindwell Norton Ltd.MetalsEquity4.9%
Polycab India Ltd.EngineeringEquity4.0%
JK Cement LtdConstructionEquity3.4%
Honeywell Automation India Ltd.EngineeringEquity3.3%
Ultratech Cement Ltd.ConstructionEquity3.3%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.56%
  • 3Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

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 termsinfo

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
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Dwijendra Srivastava
Jul 2020 - Present
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S Bharath
Apr 2019 - Present
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Ratish Varier
Jul 2020 - Present
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Fund house & investment objective

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Fund house contact details

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