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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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Category: Equity: Sectoral-Infrastructure
Launch Date: 29-09-2005
Asset Class: Equity
Benchmark: NIFTY Infrastructure TRI
Expense Ratio: 2.4% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 951.95 Cr As on (30-05-2025)
Turn over: 28
NAV as on 04-07-2025

96.7647

0.29 (0.3046%)

CAGR Since Inception

12.12%

NIFTY Infrastructure TRI 12.37%

PERFORMANCE of Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 04-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Infrastructure Advantage Fund Regular Plan - Growth -1.32 28.33 29.27 14.04 12.12
Nifty Infrastructure TRI 4.12 28.53 26.29 12.55 12.37
Equity: Sectoral-Infrastructure -4.48 31.28 32.0 15.33 12.72

Yearly Performance (%)

Nav Movement

Fund Managers

FM1 - Mr. Ratish B. Varier; FM2 - Mr. Ashish Aggarwal; FM3 - Mr. Dwijendra Srivastava

Investment Objective

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

RETURNS CALCULATOR for Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 14.05 1.07 2.63 0.91 - -
Equity: Sectoral-Infrastructure - - - - - -

PEER COMPARISION of Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 04-07-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 29-09-2005 -1.32 27.54 28.33 29.27 14.04
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 3.75 32.25 35.75 37.38 16.73
Franklin Build India Fund Growth Plan 04-09-2009 -0.99 33.15 34.34 33.41 17.02
HDFC Infrastructure Fund - Growth Plan 10-03-2008 -1.73 32.61 36.14 34.91 11.57
UTI Infrastructure Fund-Growth Option 01-08-2005 -1.88 25.42 27.42 26.42 12.57
LIC MF Infrastructure Fund-Regular Plan-Growth 29-02-2008 -2.54 37.01 33.59 33.15 15.02
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 02-12-2005 -2.58 31.69 32.2 32.49 15.49
Taurus Infrastructure Fund - Regular Plan - Growth 05-03-2007 -3.29 26.14 25.43 25.03 13.98
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 -3.69 25.41 31.16 30.14 13.65
SBI Infrastructure Fund - Regular Plan - Growth 06-07-2007 -4.05 27.59 29.67 29.49 15.98

PORTFOLIO ANALYSIS of Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Asset Allocation (%)