Sundaram Infrastructure Advantage Fund Direct
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
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in equity and 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
Fund Info
Scheme Type
Open-ended
Scheme Category
Equity - Infrastructure
Benchmark Type
S&P BSE CG
Scheme AUM (in Crs.)
₹ 608.12
Expense Ratio
2.08%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 30497
Min Subscription
₹ 5000
Min Addition Subscription
₹ 5000
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Ramco Cements Ltd
Equity
5
ICICI Bank Ltd
Equity
5
Larsen & Toubro Ltd
Equity
4
Grindwell Norton Ltd
Equity
4
Praj Industries Ltd
Equity
4
Kalpataru Power Transmission Ltd
Equity
4
Timken India Ltd
Equity
4
Reliance Industries Ltd
Equity
3
NCC Ltd
Equity
3
ISGEC Heavy Engineering Ltd
Equity
3
Asset Allocation(%)
Equity
98
Mutual Fund - Open End
1
Cash - Collateral
0
Cash
0
Sector Allocation(%)
Sector
Percent
Diversified Industrials
21
Engineering & Construction
17
Building Materials
17
Banks - Regional - Asia
10
Utilities - Regulated Electric
4
Sundaram Mutual Fund
AUM
₹30,497 Cr
About
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Email
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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