SUNDARAM INFRA ADVANTAGE FUND(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
SUNDARAM INFRA ADVANTAGE FUND(G)	market linked	0.15 %	19.94 %	29.28 %
BenchMark : Nifty Infrastructure - TRI	BenchMark Return	2.72	20.73	27.55
Value of Rs. 1,00,000 Invested	current value	100150	172540	361124

scheme 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.
Category	Mutual Fund > Equity > Sectoral / Thematic
Fund Type	Open Ended
Fund Manager	Ashish Aggarwal
Minimum Amount for Lumpsum Investment (Rs.)	100
Minimum Amount for SIP Investment (Rs.)	100
Nav Date	02/05/2025
Nav	87.84
AUM (Cr.)	882.01
AUM Date	31/03/2025
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2025
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	0.50% on or before 30D, Nil after 30D
Tax Treatment of Income	20% short term capital gains tax, 12.5% long term capital gains tax on incremental gains above 1.25 Lakhs in a given financial year.
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.