FAQ : Sundaram Infrastructure Advantage Fund - Growth

Sundaram Infrastructure Advantage Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 56.12 26.78 20.14 13.83
Average Rolling Returns(%) 18.78 14.16 9.41 7.72

The Current NAV of Sundaram Infrastructure Advantage Fund - Growth is ₹83.59.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Infrastructure returns, as Funds portfolio is significantly different.

Sundaram Infrastructure Advantage Fund - Growth fund’s expense ratio is 2.41%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Infrastructure Advantage Fund - Growth is currently ₹880 Crores.

The Top three stocks are Larsen & Toubro, Reliance Industries and Bharti Airtel and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 44% of fund’s portfolio respectively.

Top three sectors of Sundaram Infrastructure Advantage Fund - Growth fund are Construction & Infrastructure, Capital Goods and Oil & Gas accounting for 67% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Infrastructure it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Infrastructure Advantage Fund - Growth Fund is Equity - Sectoral Fund - Infrastructure .

Ashish Agarwal and Ratish Varier manage the Sundaram Infrastructure Advantage Fund - Growth Fund.

Sundaram Infrastructure Advantage Fund - Growth current PE ratio is 44.77 and PB ratio is 7.25

The asset allocation of Sundaram Infrastructure Advantage Fund - Growth is Stocks : 96.26%, Debt : 1.98% and Gold : 1.77%

The minimum SIP amount for Sundaram Infrastructure Advantage Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Infrastructure Advantage Fund - Growth is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days

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