Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Sectoral-Infrastructure |
| Launch Date: 29-09-2005 |
| Asset Class: Equity |
| Benchmark: NIFTY Infrastructure TRI |
| TER: 2.39% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 961.74 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment |
93.8271
-0.05 (-0.0503%)
11.87%
Benchmark: 12.06%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Infrastructure TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.95 |
| Sharpe Ratio | 1.11 |
| Alpha | 2.59 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | 29-09-2005 | -1.23 | 22.37 | 22.05 | 27.35 | 13.53 |
| ICICI Prudential Infrastructure Fund - Growth | 31-08-2005 | 0.95 | 26.26 | 29.08 | 35.62 | 16.33 |
| Canara Robeco Infrastructure Fund - Regular Plan - Growth Option | 02-12-2005 | -1.04 | 27.96 | 25.02 | 31.2 | 15.34 |
| Franklin Build India Fund Growth Plan | 04-09-2009 | -1.77 | 27.13 | 27.94 | 32.49 | 16.75 |
| HDFC Infrastructure Fund - Growth Plan | 10-03-2008 | -2.87 | 24.43 | 29.13 | 33.4 | 11.06 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.11%
Others
5.14%
Large Cap
56.95%
Mid Cap
15.79%
