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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 942.19 Cr As on 30-09-2025(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Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.

95.9284

11.89%

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 / equityrelated 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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.63
Sharpe Ratio 0.99
Alpha 1.21
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 -2.1 20.3 22.86 27.68 14.21
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 0.98 24.47 29.06 37.9 16.94
HDFC Infrastructure Fund - Growth Plan 10-03-2008 -0.42 20.36 28.9 34.89 11.53
Franklin Build India Fund Growth Plan 04-09-2009 -0.53 22.98 28.36 33.51 17.29
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 -2.7 25.92 26.12 32.42 15.82
UTI Infrastructure Fund-Growth Option 01-08-2005 -3.01 18.42 21.39 26.59 12.81
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 -3.5 27.26 28.67 31.54 15.73
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 -3.74 16.84 24.5 30.24 13.81
Nippon India Power & Infra Fund-Growth Plan -Growth Option 01-05-2004 -4.2 21.65 28.72 32.43 16.68
Taurus Infrastructure Fund - Regular Plan - Growth 05-03-2007 -4.5 15.81 20.36 24.2 14.87

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

21.82%

Large Cap

61.87%

Mid Cap

16.29%

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