Sundaram Infrastructure Advantage Fund Regular Growth
Medium
Risk
Equity
Other
+
26.40
%
26.40
%
3Y annualised
+
0.41
%
0.41
%
1D
1M
6M
1Y
3Y
All
Fund size
846
NAV:
Mar 7, 2024
82.158
Sector
Tech
Type
Equity
Launched
Sep 2005
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Larsen & Toubro Ltd
9
%
Reliance Industries Ltd
7.35
%
NTPC Ltd
6.42
%
Bharti Airtel Ltd
6.28
%
UltraTech Cement Ltd
4.81
%
Bharat Electronics Ltd
2.86
%
KSB Ltd
2.46
%
Esab India Ltd
2.38
%
Power Grid Corp Of India Ltd
2.31
%
ICICI Bank Ltd
2.07
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Infrastructure Advantage Fund Regular Growth
More details
Investment objective
To generate long-term returns by investing predominantly in equity / equity-related instruments of companies engaged either directly or indirectly in infrastructure - and infrastructure related activities or expected to benefit from the growth and development of infrastructure
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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