Sundaram Infrastructure Advantage Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • 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 6.18 8.44 7.78 7.72 5.66 8.73
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 100 - TRI 1.96 6.75 12.70 14.35 9.10 9.66

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 Unrated 7.78 7.72 5.66 2.64 529.71
L&T Infrastructure Fund - Regular Plan - Growth Option Sep 27, 2007 Unrated 4.78 8.85 9.15 2.21 1,624.52
UTI Infrastructure Fund-Growth Option Apr 19, 2004 Unrated 13.12 8.20 5.20 2.25 1,252.56
Franklin Build India Fund Growth Plan Sep 04, 2009 Unrated 7.39 9.79 8.30 2.51 1,220.26
ICICI Prudential Infrastructure Fund - Growth Aug 31, 2005 Unrated 8.15 7.00 4.53 2.34 1,075.70
IDFC Infrastructure Fund-Regular Plan-Growth Mar 08, 2011 Unrated 2.15 3.06 5.23 2.44 756.18

Fund Holdings as on 31-December-2019

  • ICICI Bank Ltd

  • Timken India Ltd

  • The Ramco Cements Ltd

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • Grindwell Norton Ltd

  • Honeywell Automation India Ltd

  • Kansai Nerolac Paints Ltd

  • Thermax Ltd

  • Brigade Enterprises Ltd

  • KSB Ltd

  • Blue Star Ltd

  • JK Cement Ltd

  • Kalpataru Power Transmission Ltd

  • Praj Industries Ltd

  • Polycab India Ltd

  • HDFC Bank Ltd

  • ESAB India Ltd

  • ISGEC Heavy Engineering Ltd

  • Bharti Airtel Ltd

  • KEI Industries Ltd

  • Star Cement Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Ingersoll Rand (India) Ltd

  • Astra Microwave Products Ltd

  • TD Power Systems Ltd

  • Ultratech Cement Ltd

  • Mahindra Logistics Ltd

  • Vesuvius India Ltd

  • Capacite Infraprojects Ltd

  • Apollo Micro Systems Ltd

  • NRB Bearing Ltd

  • TREPS

  • Somany Home Innovation Ltd

  • ITD Cementation India Ltd

  • Bharat Heavy Electricals Ltd

  • VA Tech Wabag Ltd

  • Axis Bank Ltd

  • PNC Infratech Ltd

  • R.P.P. Infra Projects Ltd

  • Bharat Petroleum Corporation Ltd

  • HSIL Ltd

  • Hindustan Dorr-Oliver Ltd

  • Cash and Other Net Current Assets

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  • Engineering - Industrial Equipments

  • Cement & Construction Materials

  • Bank - Private

  • Bearings

  • Engineering - Construction

  • Construction - Real Estate

  • Refineries

  • Cable

  • Abrasives

  • Consumer Durables - Electronics

  • Paints

  • Air Conditioners

  • Transmission Towers / Equipments

  • Electrodes & Welding Equipment

  • Telecommunication - Service Provider

  • Insurance

  • Compressors / Pumps

  • Electric Equipment

  • Telecommunication - Equipment

  • Logistics

  • Refractories

  • Electronics - Components

  • Unspecified

  • Miscellaneous

  • Ceramics/Marble/Granite/Sanitaryware

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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 ₹529.71 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(0.49%)yesterday to ₹33.1069.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd, and

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

Fund House Contact

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

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

Fund Manager

  • Cash

  • Equity

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