Sundaram Infrastructure Advantage Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Infrastructure Advantage Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is a scheme launched by Sundaram Mutual Fund on April 07, 2014, and falls under the Infrastructure fund category. It currently manages an AUM of Rs 942.19 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.4% for managing the portfolio.

• Investing Strategy:

  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

• Performance:

  Sundaram Infrastructure Advantage Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) trailing returns over different times are -11.53% (1 year), 11.17% (3 year) and 18.1% (5 year). The average annual return of this fund stands at -3.81%.