Sundaram Infrastructure Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option is an equity fund. This fund was started on 7 April, 2014. The fund is managed by Ratish Varier, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.71% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹880 Cr |
Inception Date | 7 April, 2014 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 31.01% |
Size breakup
Sundaram Infrastructure Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | Absolute Returns | CAGR Returns |
1 Month Returns | 5.58% | 5.58% |
6 Month Returns | 29.94% | 29.94% |
1 Year Returns | 60.5% | 60.5% |
3 Years Returns | 117.75% | 29.62% |
5 Years Returns | 164.01% | 21.43% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Infrastructure Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 5.2 | 1.94 | -2.06 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Infrastructure Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 0.75 | 0.85 | 1.04 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Infrastructure Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 3.45 | 1.4 | 0.72 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Infrastructure Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl option | 11.36 | 14.08 | 22.6 |