Sundaram Infrastructure Advantage Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Infrastructure Advantage Growth Direct Plan

NAV
₹100.5643
-0.50%
(13 Jan)
AUM
947 Cr
TER
1.87%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+19.8%
+17.7%
+17.4%
+7.1%
+6.4%
3Y
+30.3%
+30.9%
+29.9%
+31.2%
+21.8%
5Y
NA
+28.2%
+29.3%
+22.0%
+21.5%
ALL
+27.2%
+16.9%
+12.2%
+17.9%
+14.0%
VOL
14.3%
19.6%
20.0%
16.1%
17.4%
TER
1.0%
0.9%
0.8%
0.5%
1.9%
AUM
₹3,082 Cr
₹1,449 Cr
₹5,817 Cr
₹8,304 Cr
₹947 Cr
INFO
1.90
0.87
0.61
1.11
0.80
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Infrastructure Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Bharti Airtel Ltd
9.2%
Larsen & Toubro Ltd
9.1%
Reliance Industries Ltd
8.5%
NTPC Ltd
4.7%
Treps
4.1%
UltraTech Cement Ltd
3.5%
Bharat Electronics Ltd
2.8%
Bharat Petroleum Corp Ltd
2.3%
Power Grid Corp Of India Ltd
2.2%
State Bank of India
2.1%
Top industry exposure
Industrials
38.7%
Energy
12.2%
Communication Services
11.9%
Utilities
11.4%
Consumer Cyclical
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
25%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
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
Fund manager(s)
Clyton Fernandes

FAQs