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


Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)


NAV : 53.303
(-0.2504000000000062arrow_downward)
AUM : ₹431 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.29%10.98%31.71%77.2%28.58%22.91%13.64%



NAV History



Expense Ratio Trends


Fund Details

NAV53.303
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹750
Expense Ratio0.0%
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 6 months₹1,14,766₹1,14,620₹146
After 1 year₹1,77,199₹1,76,358₹842
After 3 years₹1,85,666₹1,83,095₹2,571
After 20 years₹61,87,955₹56,38,575₹5,49,380

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 : 22.91% 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:
Mr. S Krishna Kumar, Mr. S Bharath