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: 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| Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment |
95.3075
0.56 (0.5834%)
12.08%
Benchmark: 12.22%
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 | 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 | 3.31 | 28.34 | 25.99 | 30.26 | 14.76 |
| LIC MF Infrastructure Fund-Regular Plan-Growth | 29-02-2008 | 11.16 | 39.22 | 32.4 | 34.3 | 15.62 |
| ICICI Prudential Infrastructure Fund - Growth | 31-08-2005 | 8.85 | 34.09 | 33.15 | 38.28 | 17.34 |
| Canara Robeco Infrastructure Fund - Regular Plan - Growth Option | 02-12-2005 | 6.06 | 32.88 | 30.6 | 33.49 | 16.04 |
| HDFC Infrastructure Fund - Growth Plan | 10-03-2008 | 5.6 | 35.23 | 34.08 | 36.06 | 12.1 |
| Franklin Build India Fund Growth Plan | 04-09-2009 | 4.33 | 34.56 | 32.4 | 33.74 | 17.51 |
| Invesco India Infrastructure Fund - Growth Option | 21-11-2007 | 3.43 | 34.27 | 30.44 | 32.08 | 16.89 |
| Taurus Infrastructure Fund - Regular Plan - Growth | 05-03-2007 | 1.72 | 27.43 | 23.5 | 25.6 | 14.42 |
| UTI Infrastructure Fund-Growth Option | 01-08-2005 | 1.37 | 25.6 | 25.8 | 26.89 | 12.96 |
| SBI Infrastructure Fund - Regular Plan - Growth | 06-07-2007 | 1.25 | 28.06 | 27.87 | 30.77 | 16.49 |
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
19.61%
Others
4.62%
Large Cap
61.53%
Mid Cap
14.23%
