Sundaram Infrastructure Advantage Fund Regular Growth
- Equity - Infrastructure
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹990.20 Cr
Expense Ratio
2.26%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹250.00
Launch Date
29 Sep 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.28% | -- |
| 3 Months | +3.69% | -- |
| 6 Months | +3.36% | -- |
| 1 Year | +3.38% | +3.38% |
| 2 Years | -- | +2.66% |
| 3 Years | +70.18% | +19.39% |
| 5 Years | +121.64% | +17.25% |
| Since Launch | +884.08% | +11.68% |
Holdings as on 14 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Larsen & Toubro Ltd | 84.30 | 8.51 |
| Bharti Airtel | 78.31 | 7.91 |
| Reliance Industries | 72.98 | 7.37 |
| NTPC | 53.49 | 5.40 |
| Treps | 42.90 | 4.33 |
| UltraTech Cement | 32.45 | 3.28 |
| Bharat Electronics | 29.12 | 2.94 |
| Power Grid Corporation of India | 25.47 | 2.57 |
| Hitachi Energy India | 23.49 | 2.37 |
| GE Vernova T&D India | 22.78 | 2.30 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.85
Sharpe Ratio
18.18%
Std. Deviation
10.90%
Tracking Error
-2.17%
Alpha
1.16
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| LIC MF Infrastructure Fund Growth | +2.69% | +25.75% | +22.4% |
| Canara Robeco Infrastructure Growth | +1.31% | +21.41% | +21.19% |
| Bank of India Manufacturing & Infra Growth | +9.44% | +22.73% | +19.84% |
| Sundaram Infrastructure Advantage Fund Regular Growth | +3.38% | +19.39% | +17.25% |
| Taurus Infrastructure Fund - Growth Option | -9.37% | +13.84% | +11.68% |
Results are calculated on CAGR basis
About Fund
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 990.20 crores & has delivered CAGR of 17.25 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.26%. 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 fund has a present cash holding of %. The top holdings of the fund include Larsen & Toubro Ltd, Bharti Airtel, Reliance Industries, NTPC.
The major sectors where the fund is invested are Construction Services, Misc. Capital Goods, Electric Utilities, Oil & Gas Operations.
Some of the similar funds are LIC MF Infrastructure Fund Growth, Canara Robeco Infrastructure Growth, Bank of India Manufacturing & Infra Growth, Sundaram Infrastructure Advantage Fund Regular Growth, Taurus Infrastructure Fund - Growth Option. Sundaram Infrastructure Advantage Fund Regular Growth has a sharpe ratio of 0.85 & a standard deviation of 18.18%.
FAQs
According to the morning star rating Sundaram Infrastructure Advantage Fund Regular Growth has a Medium risk & Exceptional return.
Sundaram Infrastructure Advantage Fund Regular Growth is managed by Siddarth Mohta,Shalav Saket.
The expense ratio of Sundaram Infrastructure Advantage Fund Regular Growth is 2.26%.
The 5 year annualized return on Sundaram Infrastructure Advantage Fund Regular Growth is 17.25% & it has generated 3.38% in the last 1 year.
The minimum investment in Sundaram Infrastructure Advantage Fund Regular Growth is 100 Rs.
Sundaram Infrastructure Advantage Fund Regular Growth has an AUM of 990.20 crores.
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