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FAQ : Sundaram Infrastructure Advantage Fund - Growth - Direct Plan

Sundaram Infrastructure Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 5.16 20.41 17.6 13.15
Average Rolling Returns(%) 19.77 15.82 14.50 10.00

The Current NAV of Sundaram Infrastructure Advantage Fund - Growth - Direct Plan is ₹104.56.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Sundaram Infrastructure Advantage Fund - Growth - Direct Plan fund’s expense ratio is 1.59%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Infrastructure Advantage Fund - Growth - Direct Plan is currently ₹964 Crores.

The Top three stocks are Bharti Airtel, Larsen & Toubro and Reliance Industries and account for 25% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 46% of fund’s portfolio respectively.

Top three sectors of Sundaram Infrastructure Advantage Fund - Growth - Direct Plan fund are Construction & Infrastructure, Capital Goods and Oil & Gas accounting for 63% of the total portfolio.

Since this is a Equity - Sectoral Fund - Infrastructure it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Infrastructure Advantage Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Infrastructure .

Siddarth Mohta manages the Sundaram Infrastructure Advantage Fund - Growth - Direct Plan Fund.

Sundaram Infrastructure Advantage Fund - Growth - Direct Plan current PE ratio is 44.99 and PB ratio is 7.44

The asset allocation of Sundaram Infrastructure Advantage Fund - Growth - Direct Plan is Stocks : 95.10%, Debt : 2.01% and Gold : 2.87%

The minimum SIP amount for Sundaram Infrastructure Advantage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Infrastructure Advantage Fund - Growth - Direct Plan is 0.50% on or before 30 days, Nil after 30 days

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