How to check the XIRR of Sundaram Infrastructure Advantage Fund Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Infrastructure Advantage Fund Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Sundaram Infrastructure Advantage Fund Direct Plan - Growth

Q: How to check portfolio overlap for Sundaram Infrastructure Advantage Fund Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Infrastructure Advantage Fund Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 1.87

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty Infrastructure TRI

Inception: 10-08-2005

Exit Load: Nil

Fund Size:₹950.79 Cr

Performance

Fund0.01%

Cat. Avg.N/A

Fund-1.50%

Cat. Avg.N/A

Fund13.61%

Cat. Avg.N/A

Fund13.29%

Cat. Avg.N/A

10Y

Fund13.85%

Cat. Avg.N/A

Fund15.40%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Larsen & Toubro Ltd	Equity	Listed	Large Cap	Construction		87.01	8.70%
2	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		76.86	7.69%
3	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products		65.99	6.60%
4	NTPC LTD	Equity	Listed	Large Cap	Power		47.79	4.78%
5	Ultratech Cement Ltd	Equity	Listed	Large Cap	Cement & Cement Products		31.51	3.15%
6	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.42%	30.10	3.01%
7	Bharat Electronics Ltd	Equity	Listed	Large Cap	Aerospace & Defense		27.80	2.78%
8	Kirloskar Oil Engines Ltd	Equity	Listed	Small Cap	Industrial Products		26.48	2.65%
9	GE Vernova T and D India Ltd	Equity	Listed	Mid Cap	Electrical Equipment		25.21	2.52%
10	Hitachi Energy India Ltd	Equity	Listed	Large Cap	Electrical Equipment		24.44	2.45%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	58269	-2.9%	-5.9%
2Y	07 Nov, 24	1.20 L.	1.22 L.	+1.4%	+1.4%
3Y	07 Nov, 23	1.80 L.	1.91 L.	+6.1%	+4.0%
5Y	08 Nov, 21	3 L.	4.09 L.	+36.5%	+12.7%
10Y	07 Nov, 16	6 L.	13.38 L.	+122.9%	+15.5%
SI	07 Apr, 14	7.55 L.	20.03 L.	+165.3%	+14.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.00 L.	+0.0%	+0.0%
2Y	16 Oct, 24	1 L.	97016	-3.0%	-1.5%
3Y	16 Oct, 23	1 L.	1.47 L.	+46.6%	+13.6%
5Y	18 Oct, 21	1 L.	1.84 L.	+84.3%	+13.0%
10Y	17 Oct, 16	1 L.	3.68 L.	+268.1%	+13.9%
SI	07 Apr, 14	1 L.	6.02 L.	+502.0%	+15.4%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.