Scheme Overview
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
| Category: Equity: Sectoral-Infrastructure |
| Launch Date: 29-09-2005 |
| Asset Class: Equity |
| Benchmark: NIFTY Infrastructure TRI |
| Expense Ratio: 2.42% As on ( 30-04-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 901.36 Cr As on ( 30-04-2025) |
| Turn over: 28 |
93.413
0.32 ( 0.3435% )
11.98%
NIFTY Infrastructure TRI12.18%
PERFORMANCE of Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Scheme Performance (%) Data as on - 29-05-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | 1.46 | 25.3 | 31.56 | 14.04 | 11.98 |
| Nifty Infrastructure TRI | 4.04 | 24.76 | 27.35 | 12.36 | 12.18 |
| Equity: Sectoral-Infrastructure | 0.71 | 29.16 | 34.15 | 15.16 | 12.33 |
Yearly Performance (%)
Fund Managers
FM1 - Mr. Ratish B. Varier; FM2 - Mr. Ashish Aggarwal; FM3 - Mr. Dwijendra Srivastava
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
RETURNS CALCULATOR for Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Sundaram Infrastructure Advantage Fund Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | 14.05 | 0.81 | 0.79 | 0.92 | - | - |
| Equity: Sectoral-Infrastructure | - | - | - | - | - | - |
PEER COMPARISION of Sundaram Infrastructure Advantage Fund Regular Plan - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | 29-09-2005 | 1.46 | 28.81 | 25.3 | 31.56 | 14.04 |
| LIC MF Infrastructure Fund-Regular Plan-Growth | 29-02-2008 | 9.12 | 39.65 | 32.2 | 34.65 | 14.91 |
| ICICI Prudential Infrastructure Fund - Growth | 31-08-2005 | 7.94 | 34.12 | 33.08 | 39.74 | 16.6 |
| HDFC Infrastructure Fund - Growth Plan | 10-03-2008 | 5.62 | 37.67 | 34.37 | 37.78 | 11.26 |
| Canara Robeco Infrastructure Fund - Regular Plan - Growth Option | 02-12-2005 | 3.3 | 33.98 | 30.82 | 34.28 | 15.37 |
| Franklin Build India Fund Growth Plan | 04-09-2009 | 2.94 | 35.53 | 32.06 | 35.38 | 16.7 |
| SBI Infrastructure Fund - Regular Plan - Growth | 06-07-2007 | 1.71 | 29.13 | 27.6 | 31.69 | 15.79 |
| BANDHAN Infrastructure Fund - Regular Plan - Growth | 08-03-2011 | 0.87 | 35.95 | 32.55 | 37.5 | 15.78 |
| UTI Infrastructure Fund-Growth Option | 01-08-2005 | 0.82 | 26.32 | 25.27 | 27.91 | 12.21 |
| Invesco India Infrastructure Fund - Growth Option | 21-11-2007 | 0.68 | 35.33 | 30.17 | 32.93 | 16.31 |
