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Sundaram Infrastructure Advantage Fund - Direct Plan

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

Fund Info

Scheme Class	Equity
Scheme Category	Equity - Infrastructure
Expense Ratio	1.9%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 901
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 100

Benchmark Type

BSE 500 India TR INR

Exit Load

Exit load of 0.5%, if redeemed between (0-30) days. No Exit load, if redeemed after 30 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
SBI Infrastructure Fund - Direct Plan	0	0	29.7%
Bank of India Manufacturing and Infrastructure fund - Direct Plan	1000	5000	31.55%
Bandhan Infrastructure Fund - Direct Plan	1000	1000	35.46%
HSBC Infrastructure Fund - Direct Plan	1000	1000	31.54%
Invesco India Infrastructure Fund - Direct Plan	1000	1000	32.67%
Sundaram Infrastructure Advantage Fund - Direct Plan	0	0	28.21%

Top 10 Holdings

Company	Holding Type	Asset(%)
Reliance Industries Ltd	Equity	9
Bharti Airtel Ltd	Equity	9
Larsen & Toubro Ltd	Equity	8
NTPC Ltd	Equity	5
Treps	Cash - Repurchase Agreement	4
UltraTech Cement Ltd	Equity	4
ICICI Bank Ltd	Equity	3
Power Grid Corp Of India Ltd	Equity	3
Bharat Electronics Ltd	Equity	2
Bharat Petroleum Corp Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	95
Cash - Repurchase Agreement	4
Cash - Collateral	1

Sector Allocation(%)

Sector	Percent
Industrials	36
Energy	13
Utilities	12
Communication Services	12
Basic Materials	8

Fund Manager

Ratish Varier

4+ years of experience

Ashish Aggarwal

3+ years of experience

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.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m