Sundaram Infrastructure Advantage Fund Regular Growth

• Alpha -2.17%
• Beta 1.16
• Sharpe Ratio0.95
• Std Deviation 15.61%
• Tracking Error 10.90%

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

The Sundaram Infrastructure Advantage Fund Regular Growth has an AUM of 967.77 crores & has delivered CAGR of 23.49% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.39%. The minimum investment in Sundaram Infrastructure Advantage Fund Regular Growth is Rs 100 and the minimum SIP is Rs 250.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, Larsen and Toubro, Reliance Industries & NTPC.

The major sectors where the fund is invested are Construction Services, Misc. Capital Goods, Communications Services & Electric Utilities.

Some of the similar funds are LIC MF Infrastructure Fund Growth, Canara Robeco Infrastructure Growth, Bank of India Manufacturing & Infra Growth, Aditya Birla Sun Life Infrastructure Growth, Sundaram Infrastructure Advantage Fund Regular Growth. Sundaram Infrastructure Advantage Fund Regular Growth has a sharpe ratio of 0.95 & a standard deviation of 15.61%.