- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Infrastructure Advantage Fund (Growth)
Formerly Sundaram CAPEX Opportunities Gr
Sundaram Infrastructure Advantage Fund (Growth)
₹ 85.7738
NAV (Apr 24)
Sectoral / thematic - infra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.
This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 85.7738
NAV (Apr 24)
Fund Returns
Last 1Y | 61.7% |
Last 3Y | 30.3% |
Last 5Y | 21.5% |
Last 10Y | 17% |
Since Inception | 12.3% |
6 Month CAGR | 34.8% |
Scheme Information
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
Expense Ratio | 2.39 |
Launched (19y ago) | Sep 29, 2005 |
AUM in Crores | 864.808 |
ISIN | INF903J01F68 |
Lock-in | No Lock-in |
Benchmark | Nifty Infrastructure TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 22.7 |
Beta (3yr) | 0.86 |
Beta (5yr) | 1.05 |
Sharpe Ratio (3yr) | 1.392 |
Sharpe Ratio (5yr) | 0.712 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund (Growth) | 12,67,601 | 5,34,989 | 21.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
larsen & toubro ltd
9.4%reliance industries ltd
7.4%bharti airtel ltd
6.2%ntpc ltd
6%ultratech cement ltd
3.3%Allocation by Sector
industrials
43.4%energy
11.8%utilities
11.4%basic materials
9.8%communication services
6.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.1% | 8.8% | ||
23.5% | 20.7% | ||
5.1% | 4.8% | ||
22.5% | 13% | ||
21% | % |
Sundaram Infrastructure Advantage Fund (G) Review
Sundaram Infrastructure Advantage Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 12.3% over a period of 18 years. The fund was previously known as Sundaram CAPEX Opportunities Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Ratish Varier.
Nav of Sundaram Infrastructure Advantage Fund (G) as of 4/24/2024 is ₹85.77 with the total AUM as of 4/25/2024 is ₹864.808. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Infrastructure Advantage Fund (G) was launched on Sep 29, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Infrastructure Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Infrastructure Advantage Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Infrastructure TR INR.
Sundaram Infrastructure Advantage Fund (G) is rated as a 2 fund in Equity and delivered 61.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Infrastructure Advantage Fund (G).
Frequently Asked Questions
What is Sundaram Infrastructure Advantage Fund (G)?
How to invest in Sundaram Infrastructure Advantage Fund (G)?
You can invest in Sundaram Infrastructure Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Infrastructure Advantage Fund (G)?
The minimum sip amount for Sundaram Infrastructure Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Infrastructure Advantage Fund (G) good to invest in?
As per Scripbox experts, Sundaram Infrastructure Advantage Fund (G) is a Neutral fund. You can investSundaram Infrastructure Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Infrastructure Advantage Fund (G)?
The expense ratio of the Sundaram Infrastructure Advantage Fund (G) is 2.39% for regular plan.