- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Infrastructure Advantage Fund ion (RIDCW-A)
Formerly Sundaram Infrastructure Adv Reg DR
Sundaram Infrastructure Advantage Fund ion (RIDCW-A)
₹ 46.1412
NAV (Sep 22)
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
₹ 46.1412
NAV (Sep 22)
Fund Returns
Last 1Y | 20.8% |
Last 3Y | 31.3% |
Last 5Y | 15.4% |
Last 10Y | NA |
Since Inception | 15.3% |
6 Month CAGR | 25.1% |
Scheme Information
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
Expense Ratio | 2.5 |
Launched (9y ago) | Apr 07, 2014 |
AUM in Crores | 716.290 |
ISIN | INF903J01F84 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Infrastructure TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.3 |
Standard Deviation (5yr) | 23.2 |
Beta (3yr) | 0.98 |
Beta (5yr) | 1.05 |
Sharpe Ratio (3yr) | 1.409 |
Sharpe Ratio (5yr) | 0.461 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund ion (RIDCW-A) | 10,75,750 | 3,43,138 | 15.4% | |
| 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
8.9%ntpc ltd shs dematerialised
5.4%bharti airtel ltd
5.4%reliance industries ltd
5.3%ultratech cement ltd
4.5%Allocation by Sector
industrials
46.9%basic materials
10.8%utilities
10.6%financial services
7.9%energy
7.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.3% | 8.5% | ||
29.3% | 20.1% | ||
31.4% | 12.2% | ||
29.5% | 14.3% | ||
14.3% | 7.5% |
Sundaram Infrastructure Advantage Fund ion (RIDCW-A) Review
Sundaram Infrastructure Advantage Fund ion (RIDCW-A) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 15.3% over a period of 9 years. The fund was previously known as Sundaram Infrastructure Adv Reg DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Ratish Varier, S. Bharath.
Nav of Sundaram Infrastructure Advantage Fund ion (RIDCW-A) as of 9/22/2023 is ₹46.14 with the total AUM as of 9/23/2023 is ₹716.29. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Infrastructure Advantage Fund ion (RIDCW-A) was launched on Apr 07, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Infrastructure Advantage Fund ion (RIDCW-A) 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 ion (RIDCW-A) 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 IISL Nifty Infrastructure TR INR.
Sundaram Infrastructure Advantage Fund ion (RIDCW-A) is rated as a 2 fund in Equity and delivered 20.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Infrastructure Advantage Fund ion (RIDCW-A).
Frequently Asked Questions
What is Sundaram Infrastructure Advantage Fund ion (RIDCW-A)?
How to invest in Sundaram Infrastructure Advantage Fund ion (RIDCW-A)?
You can invest in Sundaram Infrastructure Advantage Fund ion (RIDCW-A) 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 ion (RIDCW-A)?
The minimum sip amount for Sundaram Infrastructure Advantage Fund ion (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Infrastructure Advantage Fund ion (RIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Infrastructure Advantage Fund ion (RIDCW-A) is a Neutral fund. You can investSundaram Infrastructure Advantage Fund ion (RIDCW-A) 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 ion (RIDCW-A)?
The expense ratio of the Sundaram Infrastructure Advantage Fund ion (RIDCW-A) is 2.5% for regular plan.