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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFIDCW

Sundaram Infrastructure Advantage Fund - Dividend Payout

Infrastructure Equity - Sectoral Fund - Infrastructure Benchmark: BSE 100 - TRI
NAV · 11 Nov 2019₹27.34-0.00%
AUM₹971 Crfrom this fund's primary plan
Expense Ratio2.61%
CAGR—
Exit Load1% on or before 12M
Min SIP₹100from this fund's primary plan
Launched2014

Investment 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 Mandate

Equity & Equity Related Instruments of comp engaged in Infra Sector80%–100%
Fixed Income Instruments issued by Companies engaged in Infra Sector0%–20%
Investment in REITs & InvITs0%–10%
MMI and Cash & Cash Equivalents0%–20%
Other Equities0%–20%
Overseas Securities (Including ETFs)0%–20%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.61%
₹100from this fund's primary plan
₹100
1% on or before 12M
Nil
Inception07 Apr 2014
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Infrastructure Advantage Fund - Dividend Payout.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.61%
1% on or before 12M
Nil
₹100from this fund's primary plan
₹100
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme