Sundaram Infrastructure Advantage Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
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| Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment |
59.2318
0.42 (0.7065%)
11.89%
Benchmark: 12.39%
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
16 Years 0 Months
18 Years 3 Months
There is no value for 10x
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 | 14.05 |
| Sharpe Ratio | 1.5 |
| Alpha | 3.56 |
| Beta | 0.53 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
20.99%
Others
4.86%
Large Cap
58.4%
Mid Cap
15.74%
