Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Sundaram Infrastructure Advantage Fund Regular Plan - Growth is a fund scheme from Sundaram mutual fund. It falls under a Infrastructure category. After being launched on 2005-09-29. Sundaram Infrastructure Advantage Fund Regular Plan - Growth has achieved Rs 1000.18 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 2.36%.

• Investing Strategy:

  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

• Performance:

  Sundaram Infrastructure Advantage Fund Regular Plan - Growth trailing returns over different times are 29.9% (1 year), 22.68% (3 year), 25.3% (5 year). The average annual return of this fund stands at 29.9%

• Fund Manager & Portfolio Allocation:

  Ratish Varier, Rohit Seksaria, Ashish Aggarwal are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Construction, Electrical Equipment, Industrial Products, Power, Telecom - Services Sectors. First five holdings of this fund are Larsen & Toubro Ltd, Bharti Airtel Ltd, NTPC LTD, Reliance Industries Ltd, Ultratech Cement Ltd Companies.