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Business News/Market/Market Stats/    Sundaram Infrastructure Advantage Fund Regular Growth

Sundaram Infrastructure Advantage Fund Regular Growth

+
  • Equity
  • Equity - Infrastructure
  • Rating 2
  • Plan
84.37 -0.43 (-0.51%) NAV as on 12 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)864.81
  • CAGR 59.42%
  • Exit Load1.00%
  • Expense ratio2.41%
  • CategoryEquity
  • Min Investment100
  • Min SIP250
  • Launch Date2005-09-29

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 14 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 27.00
  • 3.12%
  • KSB
  • 19.03
  • 2.20%
View More

Risk & Volitility

  • Alpha -2.17%
  • Beta 1.16
  • Sharpe Ratio1.39
  • Std Deviation 14.17%
  • Tracking Error 10.90%

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 864.81 crores & has delivered CAGR of 21.01% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.41%. 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 Moderate & Exceptional respectively.

 

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

 

The major sectors where the fund is invested are Construction Services, Electric Utilities, Oil & Gas Operations & Construction - Raw Materials.

 

Some of the similar funds are Invesco India Infrastructure Fund Growth, Canara Robeco Infrastructure Growth, Bank of India Manufacturing & Infra Growth, Aditya Birla Sun Life Infrastructure Plan A Growth, Sundaram Infrastructure Advantage Fund Regular Growth. Sundaram Infrastructure Advantage Fund Regular Growth has a sharpe ratio of 1.39 & a standard deviation of 14.17%.

FAQs about Sundaram Infrastructure Advantage Fund Regular Growth

According to the morning star rating Sundaram Infrastructure Advantage Fund Regular Growth has a Moderate risk & Exceptional return.
Sundaram Infrastructure Advantage Fund Regular Growth is managed by Ratish Varier,Ashish Aggarwal.
The expense ratio of Sundaram Infrastructure Advantage Fund Regular Growth is 2.41%.
The 5 year annualized return on Sundaram Infrastructure Advantage Fund Regular Growth is 21.01% & it has generated 59.42% 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 864.81 crores.
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