Rating : ★ ★ ☆ ☆ ☆
Sundaram Infrastructure Advantage Fund Direct Plan Dividend Reinvestment
Sectoral Fund
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
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.