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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Fund House:
Sundaram Mutual Fund
Category:
Equity: Sectoral-Infrastructure
Status:
Open Ended Schemes
Launch Date:
29-09-2005
ISIN Number:
INF903J01F68
Minimum Investment:
100
Minimum SIP:
250
Total Assets: (29-11-2024):
989.55
Nav (20-12-2024)
92.4195
CAGR Since Inception:
12.21
Benchmark:
NIFTY Infrastructure TRI
Expense Ratio (30-11-2024)::
2.38 %
Risko-Meter:
Very High
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 28.22 30.38 23.21 24.29 14.56
LIC MF Infrastructure Fund-Regular Plan-Growth 54.75 44.91 34.62 27.55 15.8
BANDHAN Infrastructure Fund - Regular Plan - Growth 44.31 42.25 30.29 30.2 16.71
Invesco India Infrastructure Fund - Growth Option 40.45 40.36 29.36 30.38 17.45
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option 40.15 36.81 29.9 28.89 16.49
DSP India T.I.G.E.R. Fund - Regular Plan - Growth 39.7 39.18 33.04 28.81 17.26
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth 38.1 33.49 29.78 28.19 0
HSBC Infrastructure Fund - Regular Growth 33.68 37.49 28.14 26.08 17.14
ICICI Prudential Infrastructure Fund - Growth 33.45 34.61 35.46 30.45 16.6
Nippon India Power & Infra Fund-Growth Plan -Growth Option 32.81 39.88 32.42 30.25 16.83
Fund Manager
Ratish Varier, Rohit Seksaria, Ashish Aggarwal:
Scheme 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. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Sundaram Infrastructure Advantage Fund Regular Plan - Growth NIFTY 50 TRI Equity: Sectoral-Infrastructure
CAGR since inception 12.21% 13.95% 13.30%
1 Year 28.22% 12.84% 33.85%
3 Year 23.21% 13.73% 29.04%
5 Year 24.29% 15.28% 27.49%
10 Year 14.56% 12.46% 15.89%
Nav / Index Value as on2024-12-22 989.55% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.14
Cash & Cash Equivalents 4.93
Equity 95.26
Company Holding
LARSEN AND TOUBRO LIMITED 7.72
BHARTI AIRTEL LIMITED 6.86
RELIANCE INDUSTRIES LIMITED 5.94
NTPC LIMITED 5.04
ULTRATECH CEMENT LIMITED 3.62
POWER GRID CORPORATION OF INDIA LIMITED 2.5
AMBER ENTERPRISES INDIA LIMITED 2.02
BHARAT ELECTRONICS LIMITED 2.02
ESAB INDIA LIMITED 1.92
ICICI BANK LIMITED 1.81
FAQ's of Sundaram Infrastructure Advantage Fund Regular Plan - Growth
How do I use the SIP Calculator to calculate Sundaram Mutual Fund ?

To calculate the Sundaram Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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