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Sundaram Infra Advantage Fund

Growth
103.060.07% (+0.08)

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Sundaram Infra Advantage Fund

Growth
EquitySectoral Fund - Infrastructure
Mid-size FundAssets Under Mgmt: ₹ 989 Cr
Very High RiskPrinciple investment will be at very high risk
103.060.07% (+0.08)

Price Chart

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Returns
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EquitySectoral Fund - Infrastructure
Mid-size FundAssets Under Mgmt: ₹ 989 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.7850.441.43
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.6147.421.62

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 30D Nil after 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Infrastructure - TRI

About Sectoral Fund - Infrastructure

Sectoral Funds - Infrastructure are equity schemes that majorly invest in infrastructure sector companies. It will give exposure to entire sector which comprised a wide range of companies involved in infrastructure related activities.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Infrastructure

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Infra Advantage Fund35.63%23.43%15.45%
ICICI Pru Infrastructure Fund41.30%35.70%18.46%
DSP India T.I.G.E.R Fund47.98%33.80%18.95%
SBI Infrastructure Fund32.01%27.94%16.91%

Price Comparison

Compare Sundaram Infra Advantage Fund with any MF, ETF, stock or index
Compare Sundaram Infra Advantage Fund with any MF, ETF, stock or index
Sundaram Infra Advantage Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity5.01%94.99%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+18 moreTelecom ServicesIndustrial MachineryPower GenerationElectrical Components & EquipmentsConstruction & Engineering39.96 %9.09 %9.13 %9.54 %12.25 %20.02 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2422.24%20.72%20.00%19.38%20.05%20.02%
Construction & Engineering as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Larsen and Toubro Ltd
    LT
    3M change : 0.10 %

    Holdings

    7.42 %

    0.10 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.64 %

    Holdings

    6.72 %

    0.64 %
  • NTPC Ltd
    NTPC
    3M change : -0.53 %

    Holdings

    5.59 %

    -0.53 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,499.56 Cr.

Fund Manager Profile

Ashish Aggarwal

AUM:  ₹10,644.68 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Ratish Varier

AUM:  ₹20,199.46 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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