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Value Research Rating
Our Opinion
Riskometer
Very High
₹97.6021 -0.95%
As on 20-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Infrastructure Advantage Fund - Direct Plan
|
|
|
Very High
|
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1.90 |
|
 |
|
Very High
|
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1.15 |
||
 |
|
Very High
|
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0.96 |
||
|
|
Very High
|
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0.96 |
||
|
|
Very High
|
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0.95 |
₹901 Cr
0.50 (30)
100
100
100
6
Investment Strategy
The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.
Suitability
This is a fund that invests mainly in shares of companies engaged in infrastructure-related activities or are expected to benefit from them.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other infrastructure fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Infrastructure Advantage Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Infrastructure Advantage Fund - Direct Plan can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Sundaram Infrastructure Advantage Fund - Direct Plan, is ₹97.6021 as of 21-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
9.20
|
|
|
9.00
|
|
|
7.78
|
|
|
5.27
|
|
|
3.62
|
Over the past five years, Sundaram Infrastructure Advantage Fund - Direct Plan has delivered an annualised return of 33.05% as of 21-May-2025.
The minimum investment required to start investing in Sundaram Infrastructure Advantage Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
