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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.78 | 50.35 | 1.43 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.61 | 47.53 | 1.61 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Infrastructure - TRI |
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) | 24.71% | 14.60% | 13.14% |
ICICI Pru Infrastructure Fund(IDCW-Payout) | 26.73% | 25.64% | 13.07% |
DSP India T.I.G.E.R Fund(IDCW) | 35.34% | 22.27% | 11.95% |
SBI Infrastructure Fund(IDCW-Payout) | 31.99% | 28.18% | 15.89% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
7.72 %
Holdings
6.86 %
Holdings
5.94 %
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
₹ 68,623.64 Cr.
Ashish Aggarwal
AUM: ₹10,653.64 Cr.
|
Exp: 12yrs
Ratish Varier
AUM: ₹20,230.72 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%