Sundaram Infrastructure Advantage Fund Direct

Scheme Type
Open-ended
Scheme Category
Infrastructure
Benchmark Type
S&P BSE CG
Scheme AUM (in Crs.)
₹ 559.53
Expense Ratio
1.94%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 30800
Min Subscription
₹ 100000
Min Addition Subscription
₹ 100000
Performance
Comparison
Portfolio
Details
Analysis
31.8593
(0.79 %)
NAV as on 2019-01-15
Returns
Fund
Sundaram Infrastructure Advantage Fund Direct
1 Year
-20.97%
3 Year
9.57%
5 Year
16.12%
AMC Details
amc launch date
Launch Date
26 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
rahulm@sundarammutual.com
amc phone
Phone
044 - 28583362
amc address
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,644
Portfolio Value
-356
Total Returns