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Sundaram Infrastructure Advantage Fund Regular Growth

Formerly Sundaram CAPEX Opportunities Gr
Returns (5yrs)
-2.15 %
Latest NAV
22.69

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  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 26th of May, 06:48 PM

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

  • profile-pic
    Dwijendra Srivastava
    profile-pic
    Rohit Seksaria
    profile-pic
    S. Bharath
    profile-pic
    S Krishnakumar
  • expense-ratio
    Expense Ratio
    2.14
    benchmark
    Benchmark
    S&P BSE 100 India TR INR
  • Aum image
    AUM
    ₹ 380.84 Crores
    ISIN
    ISIN
    INF903J01F68
  • Category Risk:

    High Risk

Holding Information

as on 26th of May, 06:48 PM

Top Holding

Reliance Industries Ltd
6%
Timken India Ltd
6%
Honeywell Automation India Ltd
6%
Icici Bank Ltd
6%
Ramco Cements Ltd
6%

Top Sectors

Industrials
53%
Basic Materials
17%
Financial Services
11%
Energy
7%
Communication Services
4%

Allocation

Equity
98%
Others
3%
Debt
0%

Investment Return Calculator

as on 26th of May, 06:48 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 26th of May, 06:48 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Infrastructure Advantage Fund Regular Growth is a Sectoral / Thematic - Infra EQUITY fund and has delivered an annualised return of -31.12% over a period of 1 year. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Dwijendra Srivastava, Rohit Seksaria, S. Bharath, S Krishnakumar. 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 The fund charges 2.14000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.