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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
82.06 -1.92 (-2.28%) NAV as on 11 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)974.77
  • CAGR 3.94%
  • Exit Load0.50%
  • Expense ratio2.38%
  • CategoryEquity
  • Min Investment100
  • Min SIP250
  • Launch Date2005-09-29

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 12 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 41.00
  • 4.21%
View More

Risk & Volitility

  • Alpha -2.17%
  • Beta 1.16
  • Sharpe Ratio0.79
  • Std Deviation 15.22%
  • 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 974.77 crores & has delivered CAGR of 19.91% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.38%. 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 Larsen & Toubro, Bharti Airtel, Reliance Industries & NTPC.

 

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

 

Some of the similar funds are LIC MF Infrastructure Fund Growth, Invesco India Infrastructure Fund Growth, Canara Robeco Infrastructure 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 0.79 & a standard deviation of 15.22%.

FAQs about Sundaram Infrastructure Advantage Fund Regular Growth

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 Ratish Varier,Ashish Aggarwal.
The expense ratio of Sundaram Infrastructure Advantage Fund Regular Growth is 2.38%.
The 5 year annualized return on Sundaram Infrastructure Advantage Fund Regular Growth is 19.91% & it has generated 3.94% 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 974.77 crores.
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