Sundaram Infrastructure Advantage Fund – Dir Growth
100
Min SIP
100
Min Lumpsum
1.96 %
Expense Ratio
Rating
716
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 29.7% | 33% | 17.6% | 13.1% | ||||
| Category Average | 29% | 27.9% | 17.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
5.3
Alpha
4.69
SD
0.98
Beta
1.75
Sharpe
Exit Load
| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. |
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Fund Objective
To generate long-term returns by investing predominantly in equity / equity-related instruments of companies engaged either directly or indirectly in infrastructure – and infrastructure related activities or expected to benefit from the growth and development of infrastructure
Fund Managers
Ashish Aggarwal
Ashish Aggarwal has over 15 years of research experience on both the buy-side and sell-side. He formerly worked at Principal Mutual Fund, IL&FS Investsmart Securities Ltd., Collins Stewart India, Mangai Keshav Securities, Tata Securities, and Antique Stock Broking. He has a PGPM from Infinity Business School and a Bachelor’s degree in Mechanical Engineering from Delhi College of Engineering.
Sundaram Infrastructure Advantage Fund, Sundaram Large & Mid Cap Fund, Sundaram Dividend Yield Fund, Sundaram Rural & Consumption Fund, Sundaram Financial Services Opportunities Fund, Sundaram Arbitrage Fund, Sundaram Global Brand Fund, and Sundaram Nifty 100 Equal Weight Fund are among the funds Ashish currently manages.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,986
-
41.9%Fund Size - 2,986
-
46.7%Fund Size - 2,986
-
22.3%Fund Size - 2,986
-
- Equity .
- Sectoral / Thematic .
-
- 1,506
-
42.7%Fund Size - 1,506
-
42.9%Fund Size - 1,506
-
20.7%Fund Size - 1,506
-
- Equity .
- Sectoral / Thematic .
-
- 116
-
30.4%Fund Size - 116
-
36.1%Fund Size - 116
-
19.8%Fund Size - 116
-
- Equity .
- Sectoral / Thematic .
-
- 1,177
-
35.9%Fund Size - 1,177
-
30.2%Fund Size - 1,177
-
18.4%Fund Size - 1,177
-
- Equity .
- Sectoral / Thematic .
-
- 6,740
-
21.1%Fund Size - 6,740
-
27.5%Fund Size - 6,740
-
13.9%Fund Size - 6,740
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Infrastructure Advantage Fund – Dir Growth ?
You can invest in Sundaram Infrastructure Advantage Fund – Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Infrastructure Advantage Fund – Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Infrastructure Advantage Fund – Dir Growth ?
The NAV of Sundaram Infrastructure Advantage Fund – Dir Growth is ₹69.4 as of 29 September 2023.
How to redeem Sundaram Infrastructure Advantage Fund – Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Infrastructure Advantage Fund – Dir Growth?
The minimum SIP amount of Sundaram Infrastructure Advantage Fund – Dir Growth is ₹100
What are the top sectors Sundaram Infrastructure Advantage Fund – Dir Growth has invested in?
The top sectors Sundaram Infrastructure Advantage Fund – Dir Growth has invested in are
- Industrial Products - 15.37%
- Construction - 14.29%
- Power - 8.6%
- Banks - 7.74%
- Cement & Cement Products - 7.58%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Infrastructure Advantage Fund – Dir Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Infrastructure Advantage Fund – Dir Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Infrastructure Advantage Fund – Dir Growth generated ?
The Sundaram Infrastructure Advantage Fund – Dir Growth has delivered 13.1% since inception
What is the expense ratio of Sundaram Infrastructure Advantage Fund – Dir Growth ?
The expense ratio of Sundaram Infrastructure Advantage Fund – Dir Growth is 1.96 % as of 29 September 2023.
What is the AUM of Sundaram Infrastructure Advantage Fund – Dir Growth?
The AUM of Sundaram Infrastructure Advantage Fund – Dir Growth is ₹45,611 Cr as of 29 September 2023
What are the top stock holdings of Sundaram Infrastructure Advantage Fund – Dir Growth?
The top stock holdings of Sundaram Infrastructure Advantage Fund – Dir Growth are
- Larsen & Toubro - 8.87%
- Bharti Airtel - 5.43%
- NTPC - 5.35%
- Reliance Industr - 5.32%
- UltraTech Cem. - 4.52%
How can I redeem my investments in Sundaram Infrastructure Advantage Fund – Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Infrastructure Advantage Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Infrastructure Advantage Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.