Sundaram Infrastructure Advantage Fund Regular Growth

• Alpha -2.17%
• Beta 1.16
• Sharpe Ratio1.43
• Std Deviation 16.26%
• 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 716.29 crores & has delivered CAGR of 19.55% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.50%. 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, Bharti Airtel & NTPC.

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

Some of the similar funds are Invesco India Infrastructure Fund Growth, Canara Robeco Infrastructure Growth, Bandhan Infrastructure Fund 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 1.43 & a standard deviation of 16.26%.