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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: 2.53% As on (30-04-2023)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 624.85 Cr As on (30-04-2023)
Turn over: 30
NAV as on 06-06-2023

57.2289

0.23 (0.4087%)

CAGR Since Inception

10.31%

NIFTY Infrastructure TRI 10.52%

PERFORMANCE of Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 06-06-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 19.46 31.07 11.6 14.65 10.31
Nifty Infrastructure TRI 13.14 25.25 12.28 10.45 10.52
Equity: Sectoral-Infrastructure 25.51 34.02 13.71 15.36 10.76

Yearly Performance (%)

Nav Movement

Fund Managers

Ratish Varier, Rohit Seksaria, Ashish Aggarwal

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.

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 17.22 1.44 5.37 0.65 - -
Equity: Sectoral-Infrastructure - - - - - -

PEER COMPARISION of Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 06-06-2023
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 19.46 14.43 31.07 11.6 14.65
Nippon India Power & Infra Fund-Growth Plan -Growth Option 01-05-2004 35.54 21.3 34.88 13.45 15.19
Aditya Birla Sun Life Infrastructure Fund-Growth 17-03-2006 32.79 17.43 35.09 12.28 15.19
ICICI Prudential Infrastructure Fund - Growth 31-08-2005 31.13 25.84 41.05 16.84 16.04
HDFC Infrastructure Fund - Growth Plan 10-03-2008 30.42 20.86 35.73 8.04 10.64
BANDHAN Infrastructure Fund - Regular Plan - Growth 08-03-2011 29.83 15.49 36.13 11.04 13.8
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth 25-02-2008 29.61 24.22 37.53 15.29 0.0
HSBC Infrastructure Fund - Regular Growth 01-01-2013 28.3 20.25 32.71 11.55 17.36
Tata Infrastructure Fund-Regular Plan- Growth Option 31-12-2004 26.82 20.58 35.57 15.16 15.6
Franklin Build India Fund Growth Plan 04-09-2009 26.45 17.06 32.42 14.36 19.55

PORTFOLIO ANALYSIS of Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Asset Allocation (%)