Sundaram Infrastructure Advantage Fund Regular-Growth
Equity
Thematic-Infrastructure
₹-0.27% 1D
NAV on
Fund Summary
Ionic Wealth AI
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Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1000 Cr
- Created on4 Sep 2005
Fund Ranking
#10
/ 21 in Thematic-Infrastructure
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month8.4%
- 1 Year5.4%
- 3 Year (CAGR)18.8%
- All Time (CAGR)11.8%
Category Return
- 6 Month8.5%
- 1 Year3.4%
- 3 Year (CAGR)19.0%
- All Time (CAGR)-
Asset Allocation
- Equity97.1%
- Other2.9%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise1.82%
- ABB India1.13%
- Ashok Leyland0.55%
- Bharat Electronics2.78%
- Bharat Heavy Electricals1.35%
Fund Information
- Expense Ratio2.32%
- Exit LoadExit load of 0.5% if redeemed within 30 days
- Lock-In PeriodNo Lock-In
Managed By
Ratish Varier
July 2020 - Present
Rohit Seksaria
Jan 2022 - Present
Ashish Aggarwal
Dec 2021 - Present
Clyton Richard Fernandes
Dec 2025 - Present
Siddarth Mohta
Jan 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.80 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 18.07 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 1.37 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.62