Sundaram Infrastructure Advantage Fund Regular Growth

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Sundaram Infrastructure Advantage Fund Regular Growth

Very High Risk
Equity
Equity - Infrastructure

NAV as on Mar 7, 2025

Price per unit of the scheme.

₹ 81.3438 0.50% 1 Day Change

-4.52%

Minimum Investment ₹100

Expense Ratio 2.51%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

(As On --)

Compare fund’s performance against category average across different time periods

1M 3M 6M 1Y 3Y 5Y

-- Out of -- funds in the category

Category Avg Return
--

Fund Return

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Sundaram Infrastructure Advantage Fund Regular Growth

Equity: Equity - Infrastructure Average NAV

Topper in Equity: Equity - Infrastructure

LIC MF Infrastructure Fund Direct Plan Growth Option

All Fund

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Sundaram Infrastructure Advantage Fund Regular Growth

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

IISL Nifty Infrastructure TR INR

Expense Ratio

2.51 %

Category Avg Expense Ratio

1.32%

Minimum Investment (Lumpsum/SIP)

₹100/₹1000

Lock In (Years)

No Lock-in

Fund Size

₹ 908.35 Cr(As on Jan, 2025)

Inception Date

Sep 29, 2005

Turnover

30.00 %

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

ABOUT THE FUND

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

Sundaram Infrastructure Advantage Fund Regular Growth is an Equity - Equity - Infrastructure fund. The fund was launched in Sep 29, 2005. Its risk level is Very High. The NAV of the fund as on Mar 7, 2025 is ₹81.34. Its expense ratio is 2.51 %. The fund has an AUM of ₹908.35 Cr.The fund is managed by Ratish Varier, Ashish Aggarwal. The minimum initial investment is ₹100 in Lumpsum mode.

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FUND MANAGER

Ratish Varier

Lead Fund Manager.

Jul 23, 2020- Present

Fund Manager Rank 14 Out of 18
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed 5
Total AUM ₹ 17,588.10 Cr
Highest Return In 1 Yr 8.50 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,279.76

-7.75%

-7.54%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

-7.34%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹370.48

-5.45%

-6.22%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,279.76

-15.82%

-16.05%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

-12.15%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹370.48

-12.32%

-14.16%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,279.76

-14.67%

-15.64%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

-12.90%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹370.48

-12.45%

-13.43%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,279.76

7.48%

4.37%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

8.50%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹370.48

4.72%

3.23%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,279.76

23.63%

20.74%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

20.55%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹370.48

17.03%

19.32%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,279.76

21.83%

22.91%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

16.89%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹370.48

20.72%

21.31%

Very High Risk

₹2,643.76Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,279.76
Fund Size ₹11,638.05Cr

Fund Return -7.75%

Category Return -7.54%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return -7.34%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹370.48
Fund Size ₹2,643.76Cr

Fund Return -5.45%

Category Return -6.22%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,279.76
Fund Size ₹11,638.05Cr

Fund Return -15.82%

Category Return -16.05%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return -12.15%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹370.48
Fund Size ₹2,643.76Cr

Fund Return -12.32%

Category Return -14.16%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,279.76
Fund Size ₹11,638.05Cr

Fund Return -14.67%

Category Return -15.64%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return -12.90%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹370.48
Fund Size ₹2,643.76Cr

Fund Return -12.45%

Category Return -13.43%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,279.76
Fund Size ₹11,638.05Cr

Fund Return 7.48%

Category Return 4.37%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return 8.50%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹370.48
Fund Size ₹2,643.76Cr

Fund Return 4.72%

Category Return 3.23%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,279.76
Fund Size ₹11,638.05Cr

Fund Return 23.63%

Category Return 20.74%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return 20.55%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹370.48
Fund Size ₹2,643.76Cr

Fund Return 17.03%

Category Return 19.32%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,279.76
Fund Size ₹11,638.05Cr

Fund Return 21.83%

Category Return 22.91%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return 16.89%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹370.48
Fund Size ₹2,643.76Cr

Fund Return 20.72%

Category Return 21.31%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Ashish Aggarwal

Jan 1, 2022- Present

Schemes managed 9
Total AUM ₹ 11,623.01 Cr
Highest Return In 1 Yr 13.25 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹83.59

-6.67%

-6.32%

Very High Risk

₹6,470.35Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹102.23

-3.68%

-3.74%

Very High Risk

₹1,385.95Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

-7.34%

Very High Risk

₹1,518.44Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹83.59

-14.59%

-14.10%

Very High Risk

₹6,470.35Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹102.23

-8.16%

-10.32%

Very High Risk

₹1,385.95Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

-12.15%

Very High Risk

₹1,518.44Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹83.59

-12.82%

-13.49%

Very High Risk

₹6,470.35Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹102.23

-7.68%

-6.37%

Very High Risk

₹1,385.95Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

-12.90%

Very High Risk

₹1,518.44Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹83.59

3.29%

3.80%

Very High Risk

₹6,470.35Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹102.23

3.20%

0.89%

Very High Risk

₹1,385.95Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

8.50%

Very High Risk

₹1,518.44Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹83.59

15.88%

18.19%

Very High Risk

₹6,470.35Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹102.23

22.47%

17.53%

Very High Risk

₹1,385.95Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

20.55%

Very High Risk

₹1,518.44Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹83.59

17.73%

19.57%

Very High Risk

₹6,470.35Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹102.23

17.51%

14.30%

Very High Risk

₹1,385.95Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹95.42

16.89%

Very High Risk

₹1,518.44Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹83.59
Fund Size ₹6,470.35Cr

Fund Return -6.67%

Category Return -6.32%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV ₹102.23
Fund Size ₹1,385.95Cr

Fund Return -3.68%

Category Return -3.74%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return -7.34%

Category Return --

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹83.59
Fund Size ₹6,470.35Cr

Fund Return -14.59%

Category Return -14.10%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV ₹102.23
Fund Size ₹1,385.95Cr

Fund Return -8.16%

Category Return -10.32%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return -12.15%

Category Return --

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹83.59
Fund Size ₹6,470.35Cr

Fund Return -12.82%

Category Return -13.49%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV ₹102.23
Fund Size ₹1,385.95Cr

Fund Return -7.68%

Category Return -6.37%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return -12.90%

Category Return --

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹83.59
Fund Size ₹6,470.35Cr

Fund Return 3.29%

Category Return 3.80%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV ₹102.23
Fund Size ₹1,385.95Cr

Fund Return 3.20%

Category Return 0.89%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return 8.50%

Category Return --

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹83.59
Fund Size ₹6,470.35Cr

Fund Return 15.88%

Category Return 18.19%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV ₹102.23
Fund Size ₹1,385.95Cr

Fund Return 22.47%

Category Return 17.53%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return 20.55%

Category Return --

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹83.59
Fund Size ₹6,470.35Cr

Fund Return 17.73%

Category Return 19.57%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV ₹102.23
Fund Size ₹1,385.95Cr

Fund Return 17.51%

Category Return 14.30%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹95.42
Fund Size ₹1,518.44Cr

Fund Return 16.89%

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025

EQUITY (94.22%)

DEBT (0.00%)

CASH (5.78%)

Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.

--
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period

--
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.

--
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.

--
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.

--
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

--

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.

4.00

This Fund

VS

6.64

Category Avg
Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.

1.02

This Fund

VS

1.07

Category Avg
Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.

1.03

This Fund

VS

1.29

Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.

84.90

This Fund

VS

79.66

Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.

0.68

This Fund

VS

0.80

Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.

16.02

This Fund

VS

17.45

Category Avg

Benchmark used in calculation : BSE 500 India TR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Canara Robeco Infrastructure Growth

₹137.74

-3.29%

-6.18%

Very High Risk

₹810.13 Cr

ICICI Prudential Infrastructure Fund Growth

₹170.56

-3.67%

-6.18%

Very High Risk

₹7,434.93 Cr

UTI Infrastructure Fund Regular Plan Growth

₹126.15

-4.27%

-6.18%

Very High Risk

₹2,117.84 Cr

Sundaram Infrastructure Advantage Fund Regular Growth

₹81.34

-4.52%

-6.18%

Very High Risk

₹908.35 Cr

Franklin Build India Fund Growth

₹122.41

-4.73%

-6.18%

Very High Risk

₹2,658.84 Cr

Quant Infrastructure Fund Growth

₹33.76

-4.75%

-6.18%

Very High Risk

₹3,303.71 Cr

Canara Robeco Infrastructure Growth

VERY HIGH RISK

NAV ₹137.74
Fund Size ₹810.13 Cr

Fund Return -3.29%

Category Return -6.18%

ICICI Prudential Infrastructure Fund Growth

VERY HIGH RISK

NAV ₹170.56
Fund Size ₹7,434.93 Cr

Fund Return -3.67%

Category Return -6.18%

UTI Infrastructure Fund Regular Plan Growth

VERY HIGH RISK

NAV ₹126.15
Fund Size ₹2,117.84 Cr

Fund Return -4.27%

Category Return -6.18%

Sundaram Infrastructure Advantage Fund Regular Growth

VERY HIGH RISK

NAV ₹81.34
Fund Size ₹908.35 Cr

Fund Return -4.52%

Category Return -6.18%

Franklin Build India Fund Growth

VERY HIGH RISK

NAV ₹122.41
Fund Size ₹2,658.84 Cr

Fund Return -4.73%

Category Return -6.18%

Quant Infrastructure Fund Growth

VERY HIGH RISK

NAV ₹33.76
Fund Size ₹3,303.71 Cr

Fund Return -4.75%

Category Return -6.18%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Liquid Fund -Direct Plan - Growth Option

₹2,279.87

0.55%

0.42%

Moderate Risk

₹6,042.81 Cr

Sundaram Low Duration Fund Direct Plan Growth Option

₹3,607.20

0.52%

0.33%

Moderate Risk

₹378.14 Cr

Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option

₹2,853.59

0.51%

0.40%

Low to Moderate Risk

₹2,147.14 Cr

Sundaram Money Market Direct Growth

₹14.69

0.50%

0.36%

Low to Moderate Risk

₹573.85 Cr

Sundaram Arbitrage Fund - Direct Plan - Growth

₹14.88

0.50%

0.38%

Low to Moderate Risk

₹215.76 Cr

Sundaram Overnight Fund Direct Growth

₹1,351.41

0.48%

Low Risk

₹815.29 Cr

Sundaram Liquid Fund -Direct Plan - Growth Option

MODERATE RISK --

NAV ₹2,279.87
Fund Size ₹6,042.81 Cr

Fund Return 0.55%

Category Return 0.42%

Sundaram Low Duration Fund Direct Plan Growth Option

MODERATE RISK

NAV ₹3,607.20
Fund Size ₹378.14 Cr

Fund Return 0.52%

Category Return 0.33%

Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option

LOW TO MODERATE RISK

NAV ₹2,853.59
Fund Size ₹2,147.14 Cr

Fund Return 0.51%

Category Return 0.40%

Sundaram Money Market Direct Growth

LOW TO MODERATE RISK

NAV ₹14.69
Fund Size ₹573.85 Cr

Fund Return 0.50%

Category Return 0.36%

Sundaram Arbitrage Fund - Direct Plan - Growth

LOW TO MODERATE RISK --

NAV ₹14.88
Fund Size ₹215.76 Cr

Fund Return 0.50%

Category Return 0.38%

Sundaram Overnight Fund Direct Growth

LOW RISK --

NAV ₹1,351.41
Fund Size ₹815.29 Cr

Fund Return 0.48%

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth ₹ 65,267.05 crores. It’s current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.

Phone

+91 44 28583362/3367

rahulm@sundarammutual.com

AUM

₹ 65,267.05 Cr (

As on Jan 2025

)

Address

Sundaram Towers, ,Chennai ,600 014

FAQ’S

What is the category of Sundaram Infrastructure Advantage Fund Regular Growth ?

The category of Sundaram Infrastructure Advantage Fund Regular Growth is Equity - Equity - Infrastructure

What is the current NAV of Sundaram Infrastructure Advantage Fund Regular Growth ?

The current NAV of Sundaram Infrastructure Advantage Fund Regular Growth (as on Mar 7, 2025) is ₹ 81.34

How safe is Sundaram Infrastructure Advantage Fund Regular Growth?

The risk level of Sundaram Infrastructure Advantage Fund Regular Growth is Very High .

What are short term returns given by Sundaram Infrastructure Advantage Fund Regular Growth?

The return given by Sundaram Infrastructure Advantage Fund Regular Growth in 1 month is -4.52%, 3 months is -15.35%, 6 months is -15.51%, and 1 year is 0.99%.

What are the long term returns given by Sundaram Infrastructure Advantage Fund Regular Growth?

The return given by Sundaram Infrastructure Advantage Fund Regular Growth in 3 years is 21.26% and 5 years is 22.31%.

What is the expense ratio of Sundaram Infrastructure Advantage Fund Regular Growth?

The expense ratio of Sundaram Infrastructure Advantage Fund Regular Growth is 2.51 %

What is the AUM of Sundaram Infrastructure Advantage Fund Regular Growth

The assets under Management (AUM) of Sundaram Infrastructure Advantage Fund Regular Growth is Rs 908.35 crores.

What is the minimum investment in Sundaram Infrastructure Advantage Fund Regular Growth?

The minimum Lumpsum investment in Sundaram Infrastructure Advantage Fund Regular Growth is ₹100 and the minimum SIP investment in Sundaram Infrastructure Advantage Fund Regular Growth is ₹1000

What is the asset allocation of Sundaram Infrastructure Advantage Fund Regular Growth?

The Sundaram Infrastructure Advantage Fund Regular Growth has an exposure of 94.22% in Equity, and 5.78% in Cash & Money Market Securities

COMPANIES

INDICES ANALYSIS

AMCs

MUTUAL FUNDS

NEWS

Sundaram Infrastructure Advantage Fund Regular Growth

FUND RATING

RISK-O-METER

FUND PERFORMANCE

FUND COMPARISON

RETURN CALCULATOR

FUND SUMMARY

ABOUT THE FUND

FUND MANAGER

DETAILED PORTFOLIO

PERFORMANCE MEASURES

HISTORICAL RISK MEASURES

PEER ANALYSIS

Top funds from this amc

ABOUT THE AMC

FAQ’S

CALCULATORS

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