Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Sectoral-Infrastructure |
| Launch Date: 29-09-2005 |
| Asset Class: Equity |
| Benchmark: NIFTY Infrastructure TRI |
| TER: 2.38% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 974.77 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 28% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment |
87.9555
-1.7 (-1.9363%)
11.86%
Benchmark: 12.05%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Infrastructure TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 9 Months
12 Years 3 Months
16 Years 0 Months
19 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.49 |
| Sharpe Ratio | 0.95 |
| Alpha | 2.77 |
| Beta | 0.86 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | 29-09-2005 | 14.92 | 28.13 | 18.3 | 21.86 | 13.13 |
| LIC MF Infrastructure Fund-Regular Plan-Growth | 29-02-2008 | 33.07 | 41.29 | 27.4 | 25.12 | 14.41 |
| BANDHAN Infrastructure Fund - Regular Plan - Growth | 08-03-2011 | 23.44 | 38.54 | 24.82 | 27.03 | 15.43 |
| Canara Robeco Infrastructure Fund - Regular Plan - Growth Option | 02-12-2005 | 23.36 | 32.72 | 23.37 | 26.14 | 14.63 |
| Invesco India Infrastructure Fund - Growth Option | 21-11-2007 | 22.06 | 36.68 | 23.92 | 27.33 | 15.93 |
| Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth | 25-02-2008 | 20.08 | 29.82 | 24.03 | 24.71 | - |
| DSP India T.I.G.E.R. Fund - Regular Plan - Growth | 11-06-2004 | 19.87 | 34.02 | 26.69 | 25.93 | 15.51 |
| ICICI Prudential Infrastructure Fund - Growth | 31-08-2005 | 18.26 | 32.18 | 29.3 | 28.09 | 15.26 |
| HSBC Infrastructure Fund - Regular Growth | 01-01-2013 | 16.64 | 32.99 | 21.92 | 22.68 | 15.55 |
| Franklin Build India Fund Growth Plan | 04-09-2009 | 16.23 | 34.67 | 25.37 | 25.29 | 16.19 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
27.25%
Others
4.02%
Large Cap
51.15%
Mid Cap
17.05%
Scheme Documents
There are no scheme documents available
