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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 951.95 Cr As on 30-05-2025(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Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

96.7647

12.12%

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 16.6
Sharpe Ratio 1.07
Alpha 2.63
Beta 0.91
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 -1.32 27.54 28.33 29.27 14.04
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 3.75 32.25 35.75 37.38 16.73
Franklin Build India Fund Growth Plan 04-09-2009 -0.99 33.15 34.34 33.41 17.02
HDFC Infrastructure Fund - Growth Plan 10-03-2008 -1.73 32.61 36.14 34.91 11.57
UTI Infrastructure Fund-Growth Option 01-08-2005 -1.88 25.42 27.42 26.42 12.57
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 -2.54 37.01 33.59 33.15 15.02
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 -2.58 31.69 32.2 32.49 15.49
Taurus Infrastructure Fund - Regular Plan - Growth 05-03-2007 -3.29 26.14 25.43 25.03 13.98
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 -3.69 25.41 31.16 30.14 13.65
SBI Infrastructure Fund - Regular Plan - Growth 06-07-2007 -4.05 27.59 29.67 29.49 15.98

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

20.99%

Others

4.86%

Large Cap

58.4%

Mid Cap

15.74%

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