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: 2.4% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 935.71 Cr As on 29-08-2025(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| Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment |
95.1575
0.4 (0.4229%)
11.9%
Benchmark: 12.08%
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
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 | 15.8 |
| Sharpe Ratio | 0.91 |
| Alpha | 1.55 |
| 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 | -3.04 | 20.31 | 20.01 | 26.29 | 14.52 |
| ICICI Prudential Infrastructure Fund - Growth | 31-08-2005 | -1.67 | 24.24 | 27.06 | 35.41 | 17.4 |
| Canara Robeco Infrastructure Fund - Regular Plan - Growth Option | 02-12-2005 | -1.79 | 26.83 | 22.69 | 30.98 | 16.38 |
| Franklin Build India Fund Growth Plan | 04-09-2009 | -2.4 | 24.48 | 25.86 | 32.61 | 17.74 |
| LIC MF Infrastructure Fund-Regular Plan-Growth | 29-02-2008 | -3.56 | 29.34 | 26.68 | 31.5 | 16.18 |
| HDFC Infrastructure Fund - Growth Plan | 10-03-2008 | -3.86 | 22.29 | 26.21 | 32.98 | 12.25 |
| Aditya Birla Sun Life Infrastructure Fund-Growth | 17-03-2006 | -5.18 | 17.58 | 22.12 | 28.55 | 14.39 |
| Invesco India Infrastructure Fund - Growth Option | 21-11-2007 | -5.48 | 24.96 | 24.1 | 29.31 | 17.49 |
| Nippon India Power & Infra Fund-Growth Plan -Growth Option | 01-05-2004 | -5.69 | 22.51 | 26.61 | 30.59 | 17.29 |
| Taurus Infrastructure Fund - Regular Plan - Growth | 05-03-2007 | -5.89 | 16.25 | 17.41 | 22.87 | 15.01 |
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
22.15%
Others
5.88%
Large Cap
55.68%
Mid Cap
16.34%
