Sundaram Infrastructure Advantage Fund

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An open ended equity scheme investing in the infrastructure theme.

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Fund Managers

Mr. Rahul Baijal

Fund Manager

Rahul Baijal

Sundaram Infrastructure Advantage Fund

Fund 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/infra related stocks
Suitability:

This product is suitable 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

Performance Analysis:

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

Dividends declared in the last 2 years under Regular plan of the scheme
Record Date Percentage per unit NAV
25/04/2017 5.0 0.50 29.8960
12/09/2016 5.0 0.50 25.6026
18/03/2016 10.0 1.00 22.2884
Total dividends paid since inception - 20% - 2
 
High Risk

This product is suitable for investors who are seeking*

  • 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.

Past performance may or may not be sustained in future.

Fund Facts

Inception Sundaram Capex Opportunities fund was launched in September 2005 with a growth option and a dividend option and different portfolios under both the options. W.e.f. April 07, 2014, the dividend portfolio and the growth portfolio of the Scheme were merged and then converted into a new thematic scheme named Sundaram Infrastructure Advantage Fund with separate growth and dividend options and a common portfolio for both options. W.e.f. April 15, 2014, Sundaram Energy Opportunities Fund merged into Sundaram Infrastructure Advantage Fund.
Scheme Type Thematic Fund
Benchmark S&P BSE 100 Index
Fund Manager S.Krishnakumar
Investment Objective Generate consistent long term returns by investing in equity instruments of companies engaged in infra/infra related activities
Average AUM for the month of Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout; Reinvest; Sweep
Min. Initial Investment 5000
SIP/STP
Quarterly - 750
Monthly - 250
Weekly - 1,000
Min. Additional Purchase 5,000 and in multiples of Rs.1 thereafter
Entry Load Not applicable
Exit Load (both plans) 1% if Redeemed within 12 months from the date of allotment