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 Class | Equity |
| Scheme Category | Equity - Infrastructure |
| Benchmark Type | S&P BSE CG |
| Expense Ratio | 2.12% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 548 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 100 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 5.44% | |
| 1000 | 5000 | 5.91% | |
| 1000 | 1000 | 5.93% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 7.7% | |
| 100000 | 5000 | 4.33% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ICICI Bank Ltd | Equity | 6 |
| Ramco Cements Ltd | Equity | 5 |
| Larsen & Toubro Ltd | Equity | 5 |
| Timken India Ltd | Equity | 4 |
| Grindwell Norton Ltd | Equity | 4 |
| Kalpataru Power Transmission Ltd | Equity | 4 |
| Honeywell Automation India Ltd | Equity | 3 |
| Thermax Ltd | Equity | 3 |
| HDFC Bank Ltd | Equity | 3 |
| Kansai Nerolac Paints Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash | 1 |
| Cash - Repurchase Agreement | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Diversified Industrials | 24 |
| Engineering & Construction | 20 |
| Building Materials | 19 |
| Banks - Regional - Asia | 12 |
| Real Estate Services | 3 |
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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