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  • Mutual Funds
  • Sundaram Asset Management Company Ltd
  • Sundaram Infrastructure Advantage Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Sundaram Infrastructure Adv Reg DS

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

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

EquitySectoral / Thematic - Infra

33.5988

NAV (May 06)

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

547 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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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

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Very High Risk

2.58 %

Expense Ratio

Apr 07, 2014

Launched (7y ago)

₹ 547

AUM in Crores

ISIN

No Lock-in

Lock-in

S&P BSE 100 India TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Dwijendra Srivastava

Fund Manager

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Ratish Varier

Fund Manager

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Rohit Seksaria

Fund Manager

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S. Bharath

Fund Manager

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S Krishnakumar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 32,707 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.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,462 Cr

    Fund Size

    9.1%

    3Y returns

    Sundaram Low Duration fund (G)

    Sundaram Low Duration fund (G)

    Low Duration

    Top Ranked

    ₹ 386 Cr

    Fund Size

    3.1%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,657 Cr

    Fund Size

    5.4%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,657 Cr

    Fund Size

    5.4%

    3Y returns

    Sundaram Corporate Bond Fund (G)

    Sundaram Corporate Bond Fund (G)

    Corporate Bond

    Top Ranked

    ₹ 1,034 Cr

    Fund Size

    9.3%

    3Y returns

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

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    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower 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 13.3% 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 Dwijendra Srivastava, Ratish Varier, Rohit Seksaria, S. Bharath, S Krishnakumar

    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 as of 2021-05-06 is ₹ 33.5988. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 546.505. 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 2.58 % 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 98.6% in this asset class. The top three holdings of the fund are larsen & toubro ltd shs dematerialised,reliance industries ltd shs dematerialised and ramco cements ltd

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

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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 S&P BSE 100 India 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 3 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 4 out of 5 based on consistency of performance over various years / tenures.

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