Sundaram Infrastructure Advantage Fund

An open-ended equity scheme investing in the infrastructure theme

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About This Fund

Sectoral fund to play the India infrastructure development story
Fund focuses on the infrastructure and heavy engineering sectors and also ancillary sectors supporting the same
Invests across cap curves in infrastructure and related stocks

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Sectoral fund to play the India infrastructure development story
Fund focuses on the infrastructure and heavy engineering sectors and also ancillary sectors supporting the same
Invests across cap curves in infrastructure and related stocks

Ideal For

Investors who are seeking consistent 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
Long term capital growth
Investment in equity and 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

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To generate long-term returns by investing predominantly in equity / equity[1]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.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:
- 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment.
- NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment.

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information