Sundaram Mutual Fundimage

Sundaram Infrastructure Advantage Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (19 Mar 26)

92.11

AUM (in Cr)

₹ 963.88

5 Years CAGR

% 18.71

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Infrastructure Advantage Fund
-6.67
-4.17
-4.57
10.79
21.00
18.71
Nifty Infrastructure
-8.79
-8.69
-5.43
7.62
20.63
17.28
Sectoral/Thematic
-7.83
-8.83
-9.29
4.27
17.55
15.07

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

To generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies in the capital goods sector.

Expense Ratio
% 2.35
Benchmark
Nifty Infrastructure
AUM
₹ 963.88
Inception Date
29 Sep 2005
Turnover Ratio
% 12.70
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Asset Class
Equity
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 76570.40

No. of Schemes under this AMC

50

Phone

28569851

Email

ajithk@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

Sundaram Mutual Fundimage

Sundaram Infrastructure Advantage Fund

EquitySectoral/Thematic
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