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

Fund6.55%

Cat. Avg.N/A

Fund2.59%

Cat. Avg.N/A

Fund19.82%

Cat. Avg.N/A

Fund17.72%

Cat. Avg.N/A

10Y

Fund15.37%

Cat. Avg.N/A

Fund16.39%

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	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		73.97	8.48%
2	Larsen & Toubro Ltd	Equity	Listed	Large Cap	Construction		73.59	8.43%
3	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products		68.54	7.85%
4	NTPC LTD	Equity	Listed	Large Cap	Power		49.67	5.69%
5	Ultratech Cement Ltd	Equity	Listed	Large Cap	Cement & Cement Products		30.09	3.45%
6	Bharat Electronics Ltd	Equity	Listed	Large Cap	Aerospace & Defense		27.04	3.10%
7	Sundaram Liquid Fund - Direct Growth	Mutual Fund	Mutual Fund Units		Mutual Fund Units		25.02	2.87%
8	Power Grid Corporation of India Ltd	Equity	Listed	Large Cap	Power		23.69	2.71%
9	State Bank of India	Equity	Listed	Large Cap	Banks		19.59	2.24%
10	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.61%	19.55	2.24%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63383	+5.6%	+12.0%
2Y	07 Aug, 24	1.20 L.	1.31 L.	+9.4%	+9.4%
3Y	07 Aug, 23	1.80 L.	2.13 L.	+18.6%	+11.8%
5Y	09 Aug, 21	3 L.	4.55 L.	+51.8%	+17.1%
10Y	08 Aug, 16	6 L.	14.77 L.	+146.2%	+17.3%
SI	07 Apr, 14	7.40 L.	21.30 L.	+187.8%	+16.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.07 L.	+6.5%	+6.6%
2Y	16 Jul, 24	1 L.	1.05 L.	+5.2%	+2.6%
3Y	17 Jul, 23	1 L.	1.71 L.	+71.3%	+19.7%
5Y	16 Jul, 21	1 L.	2.26 L.	+126.1%	+17.7%
10Y	18 Jul, 16	1 L.	4.18 L.	+317.8%	+15.4%
SI	07 Apr, 14	1 L.	6.45 L.	+544.8%	+16.4%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.