Sundaram Infrastructure Advantage Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth 3.29 5.43 -6.58 -5.55 2.77 7.33
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 100 - TRI 6.80 6.73 3.63 5.62 8.77 8.82

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth Sep 29, 2005 -6.58 -5.55 2.77 2.66 428.34
L&T Infrastructure Fund - Regular Plan - Growth Option Sep 27, 2007 -15.56 -9.53 3.80 2.27 1,105.62
UTI Infrastructure Fund-Growth Option Apr 19, 2004 -12.38 -5.64 1.32 2.43 972.01
ICICI Prudential Infrastructure Fund - Growth Aug 31, 2005 -14.93 -6.88 0.18 2.47 944.19
Franklin Build India Fund Growth Plan Sep 04, 2009 -12.51 -3.66 3.97 2.37 821
IDFC Infrastructure Fund-Regular Plan-Growth Mar 08, 2011 -11.69 -11.98 1.21 2.51 469.55

Fund Holdings as on 30-September-2020

  • Reliance Industries Ltd

  • The Ramco Cements Ltd

  • Honeywell Automation India Ltd

  • Grindwell Norton Ltd

  • Timken India Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Kansai Nerolac Paints Ltd

  • Bharti Airtel Ltd

  • Ultratech Cement Ltd

  • Brigade Enterprises Ltd

  • ESAB India Ltd

  • KSB Ltd

  • Polycab India Ltd

  • Astra Microwave Products Ltd

  • JK Cement Ltd

  • Praj Industries Ltd

  • GMM Pfaudler Ltd

  • Amber Enterprises India Ltd

  • Apollo Micro Systems Ltd

  • HDFC Bank Ltd

  • Kalpataru Power Transmission Ltd

  • ISGEC Heavy Engineering Ltd

  • Cash and Other Net Current Assets

  • TD Power Systems Ltd

  • KEI Industries Ltd

  • Mahindra Logistics Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Vesuvius India Ltd

  • Capacite Infraprojects Ltd

  • VA Tech Wabag Ltd

  • NRB Bearing Ltd

  • Bharat Petroleum Corporation Ltd

  • Cummins India Ltd

  • Ingersoll Rand (India) Ltd

  • Somany Home Innovation Ltd

  • Petronet LNG Ltd

  • R.P.P. Infra Projects Ltd

  • APL Apollo Tubes Ltd

  • Reliance Industries Ltd - Partly Paid Right Shares

  • TREPS

  • Hindustan Dorr-Oliver Ltd

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  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Refineries

  • Bank - Private

  • Bearings

  • Consumer Durables - Electronics

  • Abrasives

  • Construction - Real Estate

  • Engineering - Construction

  • Cable

  • Paints

  • Telecommunication - Service Provider

  • Electrodes & Welding Equipment

  • Telecommunication - Equipment

  • Air Conditioners

  • Electronics - Components

  • Transmission Towers / Equipments

  • Miscellaneous

  • Electric Equipment

  • Insurance

  • Logistics

  • Refractories

  • Diesel Engines

  • Compressors / Pumps

  • Consumer Durables - Domestic Appliances

  • Industrial Gases & Fuels

  • Steel & Iron Products

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Fund Manager

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  • Equity

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About Sundaram Infrastructure Advantage Fund

Scheme Analysis

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral Fund - Infrastructure fund and belongs to Sundaram Mutual Fund. It was launched on 29-Sep-2005 and currently has an AUM of ₹428.34 crore. Sundaram Infrastructure Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 100 - TRI as secondary index.

The NAV of Sundaram Infrastructure Advantage Fund ended up ₹0.16(0.57%)yesterday to ₹29.0402.

Among its top 3 holdings the fund has exposure to Reliance Industries Ltd, and

The Sundaram Infrastructure Advantage Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156