• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A)

Formerly Sundaram Infrastructure Adv Reg DS

Sundaram Mutual Fund

Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A)

EquitySectoral / Thematic - Infra

38.6119

NAV (Aug 05)

9.1%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 560 Cr

Outperformance Consistency

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

38.6119

NAV (Aug 5)

Fund Returns

Last 1Y

6.1%

Last 3Y

18.8%

Last 5Y

9.1%

Last 10Y

NA

Since Inception

14%

6 Month CAGR

-4.3%

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

Expense Ratio

2.58

Launched (8y ago)

Apr 07, 2014

AUM in Crores

559.971

ISIN

Lock-in

No Lock-in

Benchmark

IISL Nifty Infrastructure TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Ratish Varier

Fund Manager

S. Bharath

Fund Manager

Ashish Aggarwal

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

larsen & toubro ltd

8.6%
8.6%

reliance industries ltd

8.4%
8.4%

icici bank ltd

7.4%
7.4%

bharti airtel ltd

6.7%
6.7%

treps

4.3%
4.3%
See all holdings

Allocation by Sector

industrials

37.4%
37.4%

energy

12.8%
12.8%

financial services

10.5%
10.5%

basic materials

9.6%
9.6%

utilities

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 52,230 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    4.7%

    6.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A) Review

    Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 14% over a period of 8 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 Ashish Aggarwal, Ratish Varier, S. Bharath.

    Nav of Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A) as of 8/5/2022 is ₹38.61 with the total AUM as of 8/6/2022 is ₹559.971. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Infrastructure Advantage Fund Transfer (PIDCW-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 Transfer (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Infrastructure Advantage Fund Transfer (PIDCW-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 Transfer (PIDCW-A) is rated as a 2 fund in Equity and delivered 6.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A).

    Frequently Asked Questions

    What is Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A)?

    Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A) is a Sectoral / Thematic - Infra Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A)?

    You can invest in Sundaram Infrastructure Advantage Fund Transfer (PIDCW-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 Transfer (PIDCW-A)?

    The minimum sip amount for Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A) good to invest in?

    As per Scripbox experts, Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A) is a Neutral fund. You can investSundaram Infrastructure Advantage Fund Transfer (PIDCW-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 Transfer (PIDCW-A)?

    The expense ratio of the Sundaram Infrastructure Advantage Fund Transfer (PIDCW-A) is 2.58% for regular plan.