Rating : ★ ★ ☆ ☆ ☆

Sundaram Infrastructure Advantage Fund Direct Plan Dividend Reinvestment

Equity

  

Sectoral Fund

NAV

34.2722 +0.5263

(as on 24 Feb, 2021)

RETURNS

3.4 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

2%

Asset Size

483.73 Cr.

(As of 31 Jan, 2021)

Benchmark

S&P BSE 100 India TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

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

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Fund manager

S Krishnakumar

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Larsen & Toubro Ltd Ordinary Shares

8.12%

Reliance Industries Ltd Ordinary Shares

5.91%

Ramco Cements Ltd Ordinary Shares

5.85%

ICICI Bank Ltd Ordinary Shares

5.61%

Sector Allocation

About the Scheme Type

As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

★ ★ ☆ ☆ ☆

Overview of Sundaram Asset Management Company Ltd

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