Sundaram Infrastructure Advantage Fund Growth

Risk: Very High
₹ 98.23
NAV (Sep 18,2024)

Introducing Sundaram Infrastructure Advantage Fund - an investment opportunity for those seeking growth in the infrastructure sector. With an expense ratio of 2.41%, a PE ratio of 42.01, and a PB ratio of 6.69, this fund aims to capitalize on the potential of India's infrastructure development. With a minimum investment requirement of INR 100, this fund offers potential for long-term growth. Established on September 29, 2005, Sundaram Infrastructure Advantage Fund has an AUM of INR 864.8.

Sundaram Infrastructure Advantage Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Infrastructure Advantage Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    47.32
  • P/B Ratio
    UM_URBAN_MONEY

    9.54
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.95
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.18

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.34%

Exit Load
UM_URBAN_MONEY

0.50%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1053.11 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 19, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,295.34 (2.95%)₹ 12,632.52 (26.33%)₹ 15,012.19 (50.12%)₹ 19,825.97 (98.26%)₹ 33,489.17 (234.89%)
₹ 30,000₹ 30,886.02 (2.95%)₹ 37,897.56 (26.33%)₹ 45,036.57 (50.12%)₹ 59,477.91 (98.26%)₹ 1,00,467.51 (234.89%)
₹ 50,000₹ 51,476.7 (2.95%)₹ 63,162.6 (26.33%)₹ 75,060.95 (50.12%)₹ 99,129.85 (98.26%)₹ 1,67,445.85 (234.89%)
₹ 80,000₹ 82,362.72 (2.95%)₹ 1,01,060.16 (26.33%)₹ 1,20,097.52 (50.12%)₹ 1,58,607.76 (98.26%)₹ 2,67,913.36 (234.89%)
₹ 1,00,000₹ 1,02,953.4 (2.95%)₹ 1,26,325.2 (26.33%)₹ 1,50,121.9 (50.12%)₹ 1,98,259.7 (98.26%)₹ 3,34,891.7 (234.89%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Larsen & Toubro Ltd7.21%
  • Bharti Airtel Ltd6.41%
  • NTPC LTD6.09%
  • Reliance Industries Ltd5.91%
  • Ultratech Cement Ltd3.43%
  • Power Grid Corporation of India Ltd2.40%
  • Cash and Other Net Current Assets2.32%
  • TREPS2.25%
  • Bharat Petroleum Corporation Ltd1.95%
  • Bharat Electronics Ltd1.85%
  • KSB LTD1.84%
  • Oil & Natural Gas Corporation Ltd1.82%
  • ESAB India Ltd1.80%
  • Bharti Hexacom Ltd1.66%
  • Amber Enterprises India Ltd1.61%
  • ICICI Bank Ltd1.61%
  • NCC Ltd1.61%
  • TD Power Systems Ltd1.50%
  • State Bank of India1.47%
  • TATA Power Company Ltd1.44%
  • Kirloskar Oil Engines Ltd1.44%
  • H G Infra Engineering Ltd1.42%
  • Kalpataru Projects International Ltd1.41%
  • GAIL India Ltd1.40%
  • Apar Industries Ltd1.39%
  • Brigade Enterprises Ltd1.36%
  • Craftsman Automation Ltd1.32%
  • Siemens Ltd1.31%
  • KEI Industries Ltd1.27%
  • JK Cement Ltd1.27%
  • Honeywell Automation India Ltd1.26%
  • Interglobe Aviation Ltd1.24%
  • Power Finance Corporation Ltd1.20%
  • Adani Ports and Special Economic Zone Ltd1.20%
  • Container Corporation of India Ltd1.19%
  • REC Ltd1.18%
  • Triveni Turbine Ltd1.13%
  • Sobha Ltd1.12%
  • Coal India Ltd1.12%
  • Kirlosakar Pneumatic Company Ltd1.12%
  • Grindwell Norton Ltd1.11%
  • PNC Infratech Ltd1.07%
  • Cummins India Ltd1.07%
  • Sterling and Wilson Renewable Energy Ltd1.05%
  • Indus Towers Ltd Prev Bharti Infratel Ltd1.05%
  • Hitachi Energy India Ltd1.03%
  • Ambuja Cements Ltd1.03%
  • CG Power and Industrial Solutions Ltd0.99%
  • S J S Enterprises Ltd0.97%
  • Greaves Cotton Ltd0.96%
  • Schaeffler India Ltd0.94%
  • Delhivery Ltd0.94%
  • Thermax Ltd0.91%
  • ABB India Ltd0.90%
  • Jindal Steel & Power Ltd0.86%
  • Bharat Heavy Electricals Ltd0.83%
  • APL Apollo Tubes Ltd0.81%
  • Kesoram Industries Ltd0.78%
  • INOX India Ltd0.59%
  • Green Panel Industries Ltd0.34%
  • Premier Energies Ltd0.27%
  • Hindustan Dorr Oliver Ltd0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

LIC MF Infrastructure Fund - Regular Plan - GrowthLIC MF Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

38.39%

Taurus Infrastructure Fund - Regular Plan - GrowthTaurus Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

31.22%

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

28.85%

Bandhan Infrastructure Fund - Regular Plan - GrowthBandhan Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

28.67%

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

28.60%

IL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - GrowthIL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - Growth

DEBT

Low

23.55%

Kotak Infrastructure and Economic Reform Fund - GrowthKotak Infrastructure and Economic Reform Fund - Growth

EQUITY

Very High

20.04%

HSBC Infrastructure Equity Fund - GrowthHSBC Infrastructure Equity Fund - Growth

EQUITY

Very High

19.02%

UTI Banking and Financial Services Fund - Regular Plan - IDCWUTI Banking and Financial Services Fund - Regular Plan - IDCW

EQUITY

Very High

14.23%

Quant Infrastructure Fund - GrowthQuant Infrastructure Fund - Growth

EQUITY

Very High

12.46%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Infrastructure Fund - GrowthHDFC Infrastructure Fund - Growth

EQUITY

Very High

71.23%

Invesco India Infrastructure Fund - GrowthInvesco India Infrastructure Fund - Growth

EQUITY

Very High

64.60%

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

64.02%

Tata Infrastructure Fund - Regular Plan - GrowthTata Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

60.08%

Canara Robeco Infrastructure Fund - Regular Plan - GrowthCanara Robeco Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

52.16%

Mahindra Manulife Consumption Fund - Regular Plan - GrowthMahindra Manulife Consumption Fund - Regular Plan - Growth

EQUITY

Very High

34.42%

Mirae Asset Great Consumer Fund - Regular Plan - GrowthMirae Asset Great Consumer Fund - Regular Plan - Growth

EQUITY

Very High

34.41%

ITI Banking & Financial Services Fund - Regular Plan - GrowthITI Banking & Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

21.56%

IDBI Banking & Financial Services Fund - Regular Plan - GrowthIDBI Banking & Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

20.66%

ICICI Prudential FMCG Fund - GrowthICICI Prudential FMCG Fund - Growth

EQUITY

Very High

15.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Infrastructure Fund - Regular Plan - GrowthLIC MF Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

38.00%

Bandhan Infrastructure Fund - Regular Plan - GrowthBandhan Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

37.16%

SBI Infrastructure Fund - Regular Plan - GrowthSBI Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

33.41%

Quant Infrastructure Fund - GrowthQuant Infrastructure Fund - Growth

EQUITY

Very High

33.30%

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

31.91%

Taurus Infrastructure Fund - Regular Plan - GrowthTaurus Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

28.00%

IDBI Banking & Financial Services Fund - Regular Plan - GrowthIDBI Banking & Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

21.26%

Nippon India Banking & Financial Services Fund - GrowthNippon India Banking & Financial Services Fund - Growth

EQUITY

Very High

20.24%

UTI Banking and Financial Services Fund - Regular Plan - IDCWUTI Banking and Financial Services Fund - Regular Plan - IDCW

EQUITY

Very High

14.15%

IL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - GrowthIL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - Growth

DEBT

Low

12.36%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

32.52%

Invesco India Infrastructure Fund - GrowthInvesco India Infrastructure Fund - Growth

EQUITY

Very High

27.22%

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

27.06%

Tata Infrastructure Fund - Regular Plan - GrowthTata Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

25.22%

Bandhan Infrastructure Fund - Regular Plan - GrowthBandhan Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

24.45%

Canara Robeco Infrastructure Fund - Regular Plan - GrowthCanara Robeco Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

24.00%

HDFC Infrastructure Fund - GrowthHDFC Infrastructure Fund - Growth

EQUITY

Very High

21.45%

Mirae Asset Great Consumer Fund - Regular Plan - GrowthMirae Asset Great Consumer Fund - Regular Plan - Growth

EQUITY

Very High

18.08%

Mahindra Manulife Consumption Fund - Regular Plan - GrowthMahindra Manulife Consumption Fund - Regular Plan - Growth

EQUITY

Very High

14.48%

Nippon India Banking & Financial Services Fund - GrowthNippon India Banking & Financial Services Fund - Growth

EQUITY

Very High

14.24%

Show all Funds

Fund Managers

AA

Mr. Ashish AgarwalFund Manager

Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.

RV

Mr. Ratish VarierFund Manager

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FAQ's

What is the risk level associated with the Sundaram Infrastructure Advantage Fund - Growth?

The Sundaram Infrastructure Advantage Fund - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Infrastructure Advantage Fund - Growth as of Sep 18,2024?

The current NAV of the Sundaram Infrastructure Advantage Fund - Growth as of Sep 18,2024 is INR 98.23.

What are the returns generated by the Sundaram Infrastructure Advantage Fund - Growth over the past 1, 3, and 5 years?

The Sundaram Infrastructure Advantage Fund - Growth has delivered strong returns of 66.00% over the past 1 year, 29.51% over 3 years, and 21.67% over 5 years, making it a potentially lucrative investment option.

What is the expense ratio associated with the Sundaram Infrastructure Advantage Fund - Growth?

The Sundaram Infrastructure Advantage Fund - Growth has a relatively low expense ratio of 2.37%.

What is the minimum investment amount required for the Sundaram Infrastructure Advantage Fund - Growth?

The Sundaram Infrastructure Advantage Fund - Growth requires a minimum investment amount of INR 100.

Is there a systematic investment plan (SIP) available for the Sundaram Infrastructure Advantage Fund - Growth?

Yes, SIP is available for Sundaram Infrastructure Advantage Fund - Growth with a minimum investment of INR 100 per month.

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