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: 2.42% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 901.36 Cr As on 30-04-2025(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Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

92.293

11.93%

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

The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.93
Sharpe Ratio 0.81
Alpha 0.79
Beta 0.92
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 1.47 28.87 25.11 33.05 13.96
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 7.55 34.35 32.89 41.21 16.56
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 7.03 38.68 31.38 35.46 14.74
HDFC Infrastructure Fund - Growth Plan 10-03-2008 6.19 38.07 35.19 39.35 11.26
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 4.82 33.85 30.7 35.34 15.34
SBI Infrastructure Fund - Regular Plan - Growth 06-07-2007 2.97 30.12 28.14 33.16 15.79
UTI Infrastructure Fund-Growth Option 01-08-2005 2.86 27.43 26.13 29.44 12.27
Franklin Build India Fund Growth Plan 04-09-2009 2.37 35.96 32.95 37.46 16.92
Invesco India Infrastructure Fund - Growth Option 21-11-2007 2.05 35.1 29.97 33.88 16.03
BANDHAN Infrastructure Fund - Regular Plan - Growth 08-03-2011 1.6 36.68 31.95 38.4 15.78

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

19.61%

Others

4.62%

Large Cap

61.53%

Mid Cap

14.23%

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