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: 2.49% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 882.28 Cr As on 31-03-2025(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Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

87.9444

11.7%

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 16.92
Sharpe Ratio 0.73
Alpha 0.98
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 3.8 28.94 19.42 30.09 13.26
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 12.72 34.28 25.37 33.16 14.68
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 11.64 37.27 24.91 32.59 13.66
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 7.33 33.16 28.01 38.9 15.74
Franklin Build India Fund Growth Plan 04-09-2009 6.33 36.29 27.5 34.89 16.36
Invesco India Infrastructure Fund - Growth Option 21-11-2007 6.23 34.89 23.98 31.56 15.19
HSBC Infrastructure Fund - Regular Growth 01-01-2013 5.55 29.47 22.35 31.22 14.93
UTI Infrastructure Fund-Growth Option 01-08-2005 5.39 27.87 20.84 27.47 12.08
BANDHAN Infrastructure Fund - Regular Plan - Growth 08-03-2011 5.35 37.29 25.7 36.2 14.95
HDFC Infrastructure Fund - Growth Plan 10-03-2008 4.54 38.16 28.47 35.32 10.28

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

20.58%

Others

4.58%

Large Cap

60.43%

Mid Cap

14.43%

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