- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Infrastructure Advantage Fund (RIDCW-I)
Sundaram Infrastructure Advantage Fund (RIDCW-I)
₹ 63.8288
NAV (Sep 06)
Sectoral / Thematic - Infra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.
This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 63.8288
NAV (Sep 6)
Fund Returns
Last 1Y | 49.7% |
Last 3Y | 26.1% |
Last 5Y | 27.7% |
Last 10Y | 15.8% |
Since Inception | 12.8% |
6 Month CAGR | 18.2% |
Scheme Information
The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.
Expense Ratio | 2.34 |
Launched (0y ago) | 2.34 |
AUM in Crores | 1067.4 |
ISIN | INF903J01F84 |
Lock-in | |
Benchmark | NIFTY Infrastructure Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 14 |
Beta | 0.5 |
Sharpe Ratio | 1.5 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund (RIDCW-I) | 15,05,610 | 7,72,998 | 27.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Larsen & Toubro Ltd.
7.3%NTPC Ltd.
6.1%Bharti Airtel Ltd.
6.1%Reliance Industries Ltd.
5.8%Others
5%Allocation by Sector
Capital Goods
26.121909%Energy
20.97997%Construction
14.22603%Communication
8.584574%Materials
8.119881%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.147% | 22.375% | ||
18.828% | 15.265% | ||
11.084% | 8.535% | ||
5.554% | 4.932% | ||
18.869% | 12.162% |
Sundaram Infrastructure Advantage Fund (RIDCW-I) Review
Sundaram Infrastructure Advantage Fund (RIDCW-I) is a Equity Equity fund and has delivered an annualised return of 12.766% over a period of 18 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Sundaram Infrastructure Advantage Fund (RIDCW-I) as of 9/6/2024 is ₹63.83 with the total AUM as of 9/7/2024 is ₹1067.435354. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Infrastructure Advantage Fund (RIDCW-I) was launched on 2005-09-29. The category risk of the fund is Above Average.
The minimum SIP amount for Sundaram Infrastructure Advantage Fund (RIDCW-I) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Infrastructure Advantage Fund (RIDCW-I) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Infrastructure Total Return Index.
Sundaram Infrastructure Advantage Fund (RIDCW-I) is rated as a 2 fund in Equity and delivered 49.678% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Infrastructure Advantage Fund (RIDCW-I).
Frequently Asked Questions
What is Sundaram Infrastructure Advantage Fund (RIDCW-I)?
How to invest in Sundaram Infrastructure Advantage Fund (RIDCW-I)?
You can invest in Sundaram Infrastructure Advantage Fund (RIDCW-I) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Infrastructure Advantage Fund (RIDCW-I)?
The minimum sip amount for Sundaram Infrastructure Advantage Fund (RIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Infrastructure Advantage Fund (RIDCW-I) good to invest in?
As per Scripbox experts, Sundaram Infrastructure Advantage Fund (RIDCW-I) is a 2 fund. You can investSundaram Infrastructure Advantage Fund (RIDCW-I) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Infrastructure Advantage Fund (RIDCW-I)?
The expense ratio of the Sundaram Infrastructure Advantage Fund (RIDCW-I) is 2.34% for regular plan.