Sundaram Infrastructure Advantage Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Infrastructure
Benchmark Type
S&P BSE CG
Scheme AUM (in Crs.)
₹ 657.26
Expense Ratio
1.86%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 33103
Min Subscription
₹ 100000
Min Addition Subscription
₹ 100000
Performance
Comparison
Portfolio
Details
Analysis
30.7771
(0.43 %)
NAV as on 2018-11-15
Returns
Fund
Sundaram Infrastructure Advantage Fund - Direct Plan
1 Year
-13.19%
3 Year
7.29%
5 Year
12.48%
AMC Details
amc launch date
Launch Date
26 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
ravis@sundarammutual.com
amc phone
Phone
044 - 28583362
amc address
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600014
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
The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.
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
5,773
Portfolio Value
-227
Total Returns