3 Year return
24.06%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1000.18 Cr.
Expense Ratio
1.78% (inclusive of GST)
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
AA
Ashish Aggarwal
Fund Manager since Jan 2016
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Infrastructure Fund |
25.86% |
0 |
DSP Healthcare Fund |
24.57% |
0 |
ICICI Prudential Commodities Fund |
22.16% |
0 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Infrastructure Advantage Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth, an Equity Mutual Fund Scheme from Sundaram Mutual Fund, is a strategic avenue for investors looking to tap into the potential growth of the infrastructure sector. The fund aims to invest in companies that are found promising for capitalising on the expansion within the infrastructure domain. This investment approach is primarily influenced by the nation's economic factors and growth prospects. It's worth noting that this scheme has a relatively higher expense ratio compared to some funds within the category.
Investment Objective of the Scheme
The core investment objective of Sundaram Infrastructure Advantage Fund Direct Plan Growth is to achieve long-term returns. This objective is pursued by predominantly allocating funds to equity and equity-related instruments of companies that are directly or indirectly involved in the infrastructure sector. The fund capitalises on the anticipated growth and development within this sector, aiming to benefit investors as infrastructure continues to evolve.
Key Features of The Fund
5-year return | 25.47% |
Expense Ratio | 1.78% |
Fund Manager | Ashish Aggarwal |
Fund Size | ₹1000.18 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
Sundaram Infrastructure Advantage Fund Direct Plan Growth is tailored for investors who have specific goals in mind. If you're seeking long-term capital growth and are interested in investing in companies linked to the infrastructure industry or those poised to benefit from its expansion, this fund might align with your investment aspirations. However, like any investment decision, it's important to assess your individual financial objectives, risk tolerance, and investment horizon before considering this scheme. Remember to review the fund's prospectus and related documents to comprehensively understand the associated risks and potential rewards before committing to the investment.
AMC Contact Details
Name | Sundaram Mutual Fund |
Launch Date | 1996 |
Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
customerservices@sundarammutual.com | |
Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Sundaram Infrastructure Advantage Fund?
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What is the expense ratio of Sundaram Infrastructure Advantage Fund?
What are the returns of Sundaram Infrastructure Advantage Fund since inception?
What is the minimum SIP amount to invest in Sundaram Infrastructure Advantage Fund?
How do I invest in Sundaram Infrastructure Advantage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Infrastructure Advantage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Infrastructure Advantage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Infrastructure Advantage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.