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: 2.38% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 981.8 Cr As on 30-06-2025(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Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

94.5266

11.95%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Infrastructure TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
12 Years 3 Months
16 Years 0 Months
19 Years 0 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 16.14
Sharpe Ratio 1.29
Alpha 2.5
Beta 0.9
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 -1.22 23.78 24.9 28.14 13.47
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 1.59 28.38 32.15 36.74 16.22
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 -0.64 28.68 27.7 31.79 15.06
Franklin Build India Fund Growth Plan 04-09-2009 -1.86 28.3 30.52 32.78 16.72
HDFC Infrastructure Fund - Growth Plan 10-03-2008 -2.14 27.67 31.46 34.74 11.15
Invesco India Infrastructure Fund - Growth Option 21-11-2007 -2.61 29.31 28.23 30.82 16.34
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 -2.7 33.4 30.11 31.76 14.68
Taurus Infrastructure Fund - Regular Plan - Growth 05-03-2007 -3.89 21.61 21.17 23.87 13.52
UTI Infrastructure Fund-Growth Option 01-08-2005 -4.07 22.09 22.87 26.25 12.1
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 -4.54 21.58 27.5 30.23 13.39

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

22.11%

Others

5.14%

Large Cap

56.95%

Mid Cap

15.79%

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