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Fund Details
Sundaram Infrastructure Advantage Fund Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.67% |
| NAV | ₹39.53 (16 Apr 2021) |
|---|---|
| Fund Started | 29 Sep 2005 |
| Fund Size | ₹551 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
73.0%
3.2%
10.9%
11.8%
Category Average
68.4%
3.7%
10.8%
-
Rank Within Category
4
15
13
-
*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 73.0% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.67%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns
6. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Larsen & Toubro Ltd. | Construction | Equity | 8.3% |
| Reliance Industries Ltd. | Energy | Equity | 7.2% |
| The Ramco Cements Ltd. | Construction | Equity | 6.6% |
| ICICI Bank Ltd. | Financial | Equity | 5.3% |
| Honeywell Automation India Ltd. | Engineering | Equity | 4.0% |
| Grindwell Norton Ltd. | Metals | Equity | 4.0% |
| Brigade Enterprises Ltd. | Construction | Equity | 4.0% |
| Praj Industries Ltd. | Engineering | Equity | 3.9% |
| JK Cement Ltd | Construction | Equity | 3.7% |
| Bharti Airtel Ltd. | Communication | 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 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
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
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 ₹551 Cr and the Latest NAV as of 16 Apr 2021 is ₹39.53.
The Sundaram Infrastructure Advantage Fund Regular Growth is rated Very 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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