Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl

What If You Invested in Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl

Q: What are the average returns of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund ?

The return since inception of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl is 15.89%. The average returns of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl are Years Returns 1 yr 58.18% 3 yrs 19.3% 5 yrs 15.57%

Q: What is the current NAV of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

The NAV for the fund as on 05-Dec-2021 is 41.0773

Q: How do I invest in Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl fund?

The expense ratio of this fund is 2.04 %

Q: What is the worth of total assets under management (AUM) of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl fund ?

The AUM for the fund as on 05-Dec-2021 is 646 Cr

Q: What are the top holdings of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

The top holdings include Larsen & Toubro Ltd 9.6% Reliance Industries Ltd 8.76% ICICI Bank Ltd 6.19% Ramco Cements Ltd 5.98% Bharti Airtel Ltd 5.85%

Equity

Direct

Very High Risk

Equity - Infrastructure

NAV: ₹ 41.1 as on 03-12-2021

About the Fund

Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 7 April, 2014. The fund is managed by S. Bharath, Ratish Varier. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl has a NAV of 41.0773 as on 05-Dec-2021.

2) Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl has 646 Cr worth of assets under management (AUM) as on 05-Dec-2021 and is more than category average.

3) The fund has an expense ratio 2.04 %.

Fund Overview

Expense ratio	2.04%
	Benchmark	S&P BSE 500 India TR INR
AUM	₹646 Cr
Inception Date	7 April, 2014
Min Lumpsum/SIP	₹0/₹0
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	32.41%

Fund Distribution

Equity 98.3%
Debt & Cash 1.7%

Size breakup

Large cap

56.91%

Mid cap

27.02%

Small cap

14.42%

Micro cap

1.65%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings3

Larsen & Toubro Ltd	9.6%
Reliance Industries Ltd	8.8%
ICICI Bank Ltd	6.2%
Ramco Cements Ltd	6%
Bharti Airtel Ltd	5.9%
Grindwell Norton Ltd	5.8%
UltraTech Cement Ltd	5.7%
Polycab India Ltd	4.1%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 15.9% since inception which is more than its category average return of 11.52%

Fund Allocations

This fund has an allocation of 98.3% in Equity, 0% in Debt and 1.7% in Cash related instruments

AUM size ₹646 Cr

This fund has AUM of ₹646 Cr which is more than its category average of ₹ 562 Cr

Expense Ratio 2.04%

This fund has an expense ratio of 2.04% which is less than its category average expense ratio of 2.04%

AMC details

Fund House

Sundaram Asset Management Company Ltd

rahulm@sundarammutual.com

Phone

+914428583362/3367

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

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Frequently Asked Questions

What are the average returns of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund ?

What is the current NAV of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

How do I invest in Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

What is the expense ratio of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl fund?

What is the worth of total assets under management (AUM) of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl fund ?

What are the top holdings of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

What are the top sectors Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund has invested in?

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Industrial	39.3%
Basic Materials	18.6%
Energy	16.7%
Financial Services	7.3%
Utilities	7.2%
Communication	6%
Cyclical	2.7%
Real Estate	2.2%

Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl

NAV: ₹ 41.1 as on 03-12-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹646 Cr

Expense Ratio 2.04%

AMC details

Similar Funds

What are the average returns of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund ?

What is the current NAV of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

How do I invest in Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

What is the expense ratio of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl fund?

What is the worth of total assets under management (AUM) of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl fund ?

What are the top holdings of Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund?

What are the top sectors Sundaram Infrastructure Advantage Fund Direct Plan Transfer Inc Dist cum Cap Wdrl Fund has invested in?