Sundaram Infrastructure Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Sundaram Infrastructure Advantage Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹979 Cr
Lock In Period
N/A
Expense Ratio
2.32
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Benchmark
BSE 100 Total Return
Sundaram Infrastructure Advantage Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.15 | -0.36 | 3.90 |
| 6M | 5.67 | 3.42 | 22.62 |
| 1Y | 7.32 | 4.99 | 19.53 |
| 3Y | 14.92 | 13.78 | 93.48 |
Portfolio Analysis
- Equity: 96.98%
- Debt: 3.01%
- Others
As on: 2026-07-31
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About Fund Sundaram Infrastructure Advantage Fund Growth
Sundaram Infrastructure Advantage Fund Growth managed by Sundaram Mutual Fund,is a Infrastructurescheme with Assets Under Management of ₹979 Crore. The fund benchmarks its performance against the BSE 100 Total Return while maintaining an expense ratio of 2.32. Under the expert guidance of Siddarth Mohta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Siddarth Mohta
Mr. Siddarth Mohta has done MBA (Finance), Financial Risk Management. Has over 16 years of experience as an Equity Analyst/Finance Manager.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HSBC Infrastructure Fund Growth | 3 | 2,362 CR | 2.12 |
| Kotak Infrastructure & Economic Reform Fund - Growth | 2 | 2,429 CR | 2.11 |
| Sundaram Infrastructure Advantage Fund Growth | 3 | 979 CR | 2.32 |
| HSBC Infrastructure Equity Fund - OLD Growth | 0 | 120 CR | 2.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Infrastructure Fund Growth | 11.6899 | 50.1521 |
| This FundKotak Infrastructure & Economic Reform Fund - Growth | 9.4973 | 51.28 |
| This FundSundaram Infrastructure Advantage Fund Growth | 7.3161 | 51.7564 |
| This FundHSBC Infrastructure Equity Fund - OLD Growth | 7.4664 | 85.6119 |
Sundaram Infrastructure Advantage Fund Growth FAQs
Sundaram Infrastructure Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Infrastructure Advantage Fund Growth is 2.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Infrastructure Advantage Fund Growth’s fund performance is as follows:
- 1 Month : -2.15%
- 6 Months : 5.67%
- 1 Year : 7.32%
- 3 Years : 14.92%
You can invest in Sundaram Infrastructure Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Infrastructure Advantage Fund Growth is ₹979 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Infrastructure Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
