RV
Ratish VarierFund Manager Since 23 Jul 2020
EquityEquity - Infrastructure
Sundaram Infrastructure Advantage Fund Regular Growth
3Y Annualised
19.53%
-1.77% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.07%
-1.77% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 11 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹882.01 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹100
Exit load
0.01%
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Infrastructure Equity Fund Growth Direct
12.01%
2nd
HSBC Infrastructure Equity Fund Reinvestment of Income Distribution cum Capital Wdrl Opt Direct
11.98%
3rd
HSBC Infrastructure Equity Fund - IDCW Direct
11.98%
4th
HSBC Infrastructure Equity Fund IDCW Reinvestment
11.88%
5th
HSBC Infrastructure Equity Fund Growth
11.88%
87th
Sundaram Infrastructure Advantage Fund Regular Growth
1.07%
Fund Managers
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Infrastructure Advantage Fund Regular Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 19 years, having been launched on 2005-09-29. Sundaram Infrastructure Advantage Fund Regular Growth has ₹882.01 Cr worth of assets under management (AUM) as of Tue Apr 29 2025. The latest Net Asset Value (NAV) of Sundaram Infrastructure Advantage Fund Regular Growth as of Mon Apr 28 2025 is ₹88.0268. The fund has an expense ratio of 2.49%, which is medium comparable to most other Equity funds.
Sundaram Infrastructure Advantage Fund Regular Growth returns for the last 1 year are 0.28%. Since launch, it has delivered 11.67% average annual returns.
The Sundaram Infrastructure Advantage Fund Regular Growth has the majority of its money invested in Communication Services, Energy, Industrials, Utilities, Basic Materials, Financial Services, Consumer Cyclical sectors.
Top 5 Holdings of Sundaram Infrastructure Advantage Fund Regular Growth.
- Bharti Airtel Ltd: 8.65%
- Reliance Industries Ltd: 8.53%
- Larsen & Toubro Ltd: 8.31%
- NTPC Ltd: 5.43%
- UltraTech Cement Ltd: 3.65%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2005-09-29 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Infrastructure Advantage Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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