Jama - Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)


Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)


NAV : 48.0992
(+0.28870000000000573
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)
AUM : ₹431 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.34%-6.19%-10.81%3.87%31.62%11.3%8.6%



NAV History



Expense Ratio Trends


Fund Details

NAV48.0992
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹750
Expense Ratio206.0%
Exit Load : Exit Load For redemption within 12 months from the date of allotment - 1%. For redemption on or after 12 months from the date of allotment - Nil.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,03,867₹1,03,342₹525
After 3 years₹1,37,877₹1,35,936₹1,941
After 20 years₹8,51,040₹7,74,280₹76,761

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 11.3% Past 3 yr Data




Fund 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:
Ashish Agarwal