Sundaram Infrastructure Advantage Fund - Dir (G)

Sundaram Infrastructure Advantage Fund - Dir (G)

AMC Name: Sundaram Mutual Fund

Riskometer

High

Investment Objective

Bench Mark S&P BSE 100 TRI
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 556.41
Minimum SIP/LUMPSUM ` 100/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out.
Exit Load Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out.
Expense Ratio 2.08

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.52% 2.79%
3 Month 6.68% 7.99%
6 Month 1.76% 1.75%
1 Year 6.90% 10.31%
3 Year 8.67% 15.37%
5 Year 6.08% 8.71%
Since Inception 8.69% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others