Sundaram Infrastructure Advantage Fund

Equity | Sectoral / Thematic Mutual Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹100.0 ₹100.0 2.04 % 3★ ₹639.0 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹100.0 ₹100.0 2.04 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹639.0 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 8.1% 20.4% 8.4% 12.1%
Category Average 10.0% 19.2% 10.8% -

Scheme Allocation

Holding
Sector
Asset
Larsen & Toubro
9.27%
ICICI Bank
7.17%
Bharti Airtel
6.7%
Reliance Industr
5.99%
UltraTech Cem.
4.46%
Others
66.4%
Construction & Others
14.46%
Industrial Products
14.32%
Banks
9.39%
Cement
8.92%
Power & Others
7.36%
Others
45.56%
Equity
96.5%
Reverse Repos
2.6%
Net Curr Ass/Net Receivables
0.91%

Fund House Details

Sundaram Mutual Fund

Sundaram Infrastructure Advantage Fund

Fund Manager
Ashish Aggarwal

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Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Advance Ratio

0.01 1.16 0.88 0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,953.0 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

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"
The Sundaram Infrastructure Advantage Fund has delivered 12.1% since inception
The NAV of Sundaram Infrastructure Advantage Fund is ₹57.0 as of 25 November 2022.
The expense ratio of Sundaram Infrastructure Advantage Fund is 2.04 % as of 25 November 2022.
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”.
Invest Now