Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.76 | 47.32 | 2.04 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.63 | 47.17 | 2.27 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Infra Advantage Fund(IDCW) | 40.32% | 18.37% | 14.20% |
ICICI Pru Infrastructure Fund(IDCW-Payout) | 50.12% | 26.52% | 13.73% |
DSP India T.I.G.E.R Fund(IDCW) | 51.97% | 22.32% | 12.13% |
SBI Infrastructure Fund(IDCW-Payout) | 52.96% | 28.94% | 16.27% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
7.21 %
Holdings
6.41 %
Holdings
6.09 %
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
₹ 67,211.44 Cr.
Ashish Agarwal
AUM: ₹9,813.23 Cr.
|
Exp: 12yrs
Ratish Varier
AUM: ₹20,640.38 Cr.
|
Exp: 10yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns