Formerly Sundaram Infrastructure Adv Reg DS
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.
7 Years. The fund has an Extended history for analysis and the track record is excellent.
547 Cr. Medium within the category
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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 to Moderate
Very High Risk
Apr 07, 2014
Launched (7y ago)
AUM in Crores
S&P BSE 100 India TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Equity Funds
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.
₹ 1,462 Cr
₹ 386 Cr
₹ 3,657 Cr
₹ 3,657 Cr
₹ 1,034 Cr
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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
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.
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.
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
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.
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) 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.