Sundaram Infrastructure Advantage Fund
100
Min SIP
100
Min Lumpsum
1.99 %
Expense Ratio
Rating
624
Fund Size (in Cr)
10 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 | 17.9% | 34.3% | 11.1% | 11.9% | ||||
| Category Average | 12.9% | 25.3% | 12.2% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Larsen & Toubro
Bharti Airtel
Reliance Industr
UltraTech Cem.
ICICI Bank
Others
Advance Ratio
0.54
Alpha
4.97
SD
1
Beta
0.51
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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 .
-
- 2,373
-
30.4%Fund Size - 2,373
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44.8%Fund Size - 2,373
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16.7%Fund Size - 2,373
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- Equity .
- Sectoral / Thematic .
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- 293
-
-3%Fund Size - 293
-
5%Fund Size - 293
-
2.5%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
0.5%Fund Size - 9,940
-
39.4%Fund Size - 9,940
-
21.2%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
24.3%Fund Size - 1,241
-
36.8%Fund Size - 1,241
-
14.7%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 95
-
17.1%Fund Size - 95
-
33.1%Fund Size - 95
-
13.3%Fund Size - 95
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 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 ?
You can invest in Sundaram Infrastructure Advantage Fund 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 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 ?
The NAV of Sundaram Infrastructure Advantage Fund is ₹59.6 as of 31 May 2023.
How to redeem Sundaram Infrastructure Advantage Fund 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?
The minimum SIP amount of Sundaram Infrastructure Advantage Fund is ₹100
What are the top sectors Sundaram Infrastructure Advantage Fund has invested in??
The top sectors Sundaram Infrastructure Advantage Fund has invested in are
- Larsen & Toubro - 9.57%
- Bharti Airtel - 6.27%
- Reliance Industr - 5.82%
- UltraTech Cem. - 4.98%
- ICICI Bank - 4.95%
How much returns have Sundaram Infrastructure Advantage Fund generated ?
The Sundaram Infrastructure Advantage Fund has delivered 11.9% since inception
What is the expense ratio of Sundaram Infrastructure Advantage Fund ?
The expense ratio of Sundaram Infrastructure Advantage Fund is 1.99 % as of 31 May 2023.
What is the AUM of Sundaram Infrastructure Advantage Fund?
The AUM of Sundaram Infrastructure Advantage Fund is ₹39,953 Cr as of 31 May 2023
What are the top stock holdings of Sundaram Infrastructure Advantage Fund?
The top stock holdings of Sundaram Infrastructure Advantage Fund are
- Larsen & Toubro - 9.57%
- Bharti Airtel - 6.27%
- Reliance Industr - 5.82%
- UltraTech Cem. - 4.98%
- ICICI Bank - 4.95%