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5Y
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Fund Details
Sundaram Infrastructure Advantage Fund Regular Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.60% |
| NAV | ₹35.44 (18 Jan 2021) |
|---|---|
| Fund Started | 29 Sep 2005 |
| Fund Size | ₹499 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
7.0%
-3.0%
9.1%
11.8%
Category Average
10.7%
-2.4%
9.4%
-
Rank Within Category
11
14
16
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 7.0% returns per annum
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
5. 3Y 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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| The Ramco Cements Ltd. | Construction | Equity | 6.9% |
| Reliance Industries Ltd. | Energy | Equity | 6.4% |
| ICICI Bank Ltd. | Financial | Equity | 5.8% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.6% |
| Timken India Ltd. | Engineering | Equity | 5.0% |
| Grindwell Norton Ltd. | Metals | Equity | 5.0% |
| Honeywell Automation India Ltd. | Engineering | Equity | 4.6% |
| Kansai Nerolac Paints Ltd. | Chemicals | Equity | 4.1% |
| Brigade Enterprises Ltd. | Construction | Equity | 3.7% |
| Ultratech Cement Ltd. | Construction | Equity | 3.6% |
See All
Fund Managers
S 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
Dwijendra 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
S 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
Ratish Varier
Education
Experience
Funds Managed
Sundaram Infrastructure Advantage Fund Regular Growth Details
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 ₹499 Cr and the Latest NAV as of 18 Jan 2021 is ₹35.44.
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.
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
E-mail
ravis@sundarammutual.comWebsite
NASundaram 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,
Website
www.karvymfs.comSimilar Funds
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