Sundaram Infrastructure Advantage Fund Regular Growth
- Equity - Infrastructure
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹971.13 Cr
Expense Ratio
2.30%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹250.00
Launch Date
29 Sep 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.06% | -- |
| 3 Months | -6.27% | -- |
| 6 Months | +5.03% | -- |
| 1 Year | +1.74% | +1.74% |
| 2 Years | -- | +0.09% |
| 3 Years | +48.13% | +13.99% |
| 5 Years | +90.87% | +13.8% |
| Since Launch | +867.67% | +11.4% |
Holdings as on 7 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Bharti Airtel | 81.84 | 8.36 |
| Larsen & Toubro Ltd | 78.00 | 7.97 |
| Reliance Industries | 66.70 | 6.81 |
| NTPC | 46.54 | 4.75 |
| UltraTech Cement | 33.33 | 3.40 |
| Treps | 29.48 | 3.01 |
| Bharat Electronics | 26.18 | 2.67 |
| Kirloskar Oil Engines | 24.53 | 2.51 |
| S.J.S. Enterprises Ltd | 23.92 | 2.44 |
| Power Grid Corporation of India | 22.74 | 2.32 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.61
Sharpe Ratio
17.99%
Std. Deviation
10.90%
Tracking Error
-2.17%
Alpha
1.16
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| LIC MF Infrastructure Fund Growth | +7.46% | +21.19% | +20.04% |
| Bank of India Manufacturing & Infra Growth | +15.84% | +20.08% | +19.08% |
| Canara Robeco Infrastructure Fund Growth | -0.92% | +16.56% | +17.48% |
| Sundaram Infrastructure Advantage Fund Regular Growth | +1.74% | +13.99% | +13.8% |
| Taurus Infrastructure Fund - Growth Option | -13.69% | +5.73% | +8.94% |
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 971.13 crores & has delivered CAGR of 13.80 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.30%. 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 Bharti Airtel, Larsen & Toubro Ltd, Reliance Industries, NTPC.
The major sectors where the fund is invested are Construction Services, Electric Utilities, Misc. Capital Goods, Communications Services.
Some of the similar funds are LIC MF Infrastructure Fund Growth, Bank of India Manufacturing & Infra Growth, Canara Robeco Infrastructure Fund Growth, Sundaram Infrastructure Advantage Fund Regular Growth, Taurus Infrastructure Fund - Growth Option. Sundaram Infrastructure Advantage Fund Regular Growth has a sharpe ratio of 0.61 & a standard deviation of 17.99%.
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 2.30%.
The 5 year annualized return on Sundaram Infrastructure Advantage Fund Regular Growth is 13.80% & it has generated 1.74% 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 971.13 crores.
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