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  • Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Sundaram Infrastructure Adv Reg DS

Sundaram Mutual Fund

Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

EquitySectoral / Thematic - Infra

39.2767

NAV (Oct 21)

13.1%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - infra mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - infra mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

630 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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Historical NAV

39.2767

NAV (Oct 21)

Fund Returns

Last 1Y
76.6%
Last 3Y
21%
Last 5Y
13.1%
Last 10Y
NA
Since Inception
15.9%
6 Month CAGR
31.3%
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Scheme Information

Investment 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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.54
Launched (7y ago)
Apr 07, 2014
AUM in Crores
629.736
ISIN
Lock-in
No Lock-in
Benchmark
IISL Nifty Infrastructure TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Ratish Varier

Fund Manager

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S. Bharath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    22.3%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

    About Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

    Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 15.9% over a period of 7 years. The fund was previously known as Sundaram Infrastructure Adv Reg DS . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ratish Varier, S. Bharath

    Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Investment 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 . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Apr 07, 2014. The NAV (Net Asset Value) of this Sectoral / Thematic - Infra Equity fund as of 2021-10-21 is ₹39.28. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹629.736. The category risk of the Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.54 % as expense ratio.

    Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.6% in this asset class. The top three holdings of the fund are , larsen & toubro ltd , reliance industries ltd , bharti airtel ltd , ramco cements ltd , icici bank ltd , grindwell norton ltd , polycab india ltd , jk cement ltd , tata power co ltd , honeywell automation india ltd , ultratech cement ltd , bharat petroleum corp ltd , esab india ltd , ksb ltd , mahindra logistics ltd , amber enterprises india ltd ordinary shares , greenpanel industries ltd ordinary shares , steel authority of india ltd , gail (india) ltd , praj industries ltd , gmm pfaudler ltd , capacit'e infraprojects ltd , oil & natural gas corp ltd , isgec heavy engineering ltd , cummins india ltd , brigade enterprises ltd , cash and other net current assets , ncc ltd , indostar capital finance ltd ordinary shares , ashok leyland ltd , petronet lng ltd , gujarat state petronet ltd , treps , adani ports & special economic zone ltd , prestige estates projects ltd , schaeffler india ltd , kansai nerolac paints ltd , indraprastha gas ltd , rpp infra projects ltd , r.p.p. infra projects ltd - rights entitlement , bharti airtel ltd - rights entitlement

    Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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