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 -0.85 -10.84 -7.69 3.06 5.38 8.04
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE 100 - TRI -1.42 -6.40 -3.86 8.16 7.42 8.73

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 -7.69 3.06 5.38 2.65 516.19
L&T Infrastructure Fund - Regular Plan - Growth Option Sep 27, 2007 Unrated -14.03 5.90 8.02 2.19 1,645.47
UTI Infrastructure Fund-Growth Option Apr 19, 2004 Unrated -4.33 2.47 4.09 2.36 1,190.63
Franklin Build India Fund Growth Plan Sep 04, 2009 Unrated -4.05 5.22 9.60 2.19 1,164.90
ICICI Prudential Infrastructure Fund - Growth Aug 31, 2005 Unrated -3.70 4.33 3.79 2.35 1,089.45
IDFC Infrastructure Fund-Regular Plan-Growth Mar 08, 2011 Unrated -15.24 3.72 4.19 2.32 782.59

Fund Holdings as on 31-August-2019

  • ICICI Bank Ltd

  • The Ramco Cements Ltd

  • Larsen & Toubro Ltd

  • Timken India Ltd

  • Grindwell Norton Ltd

  • Honeywell Automation India Ltd

  • Kansai Nerolac Paints Ltd

  • HDFC Bank Ltd

  • Kalpataru Power Transmission Ltd

  • Reliance Industries Ltd

  • Thermax Ltd

  • Brigade Enterprises Ltd

  • Praj Industries Ltd

  • KSB Ltd

  • Blue Star Ltd

  • Shree Cement Ltd

  • JK Cement Ltd

  • State Bank of India

  • Star Cement Ltd

  • ISGEC Heavy Engineering Ltd

  • Jindal Steel & Power Ltd

  • ESAB India Ltd

  • NCC Ltd

  • TREPS

  • Capacite Infraprojects Ltd

  • TD Power Systems Ltd

  • Ashoka Buildcon Ltd

  • Ingersoll Rand (India) Ltd

  • Astra Microwave Products Ltd

  • PNC Infratech Ltd

  • VA Tech Wabag Ltd

  • KEI Industries Ltd

  • Polycab India Ltd

  • Vesuvius India Ltd

  • Apollo Micro Systems Ltd

  • Somany Home Innovation Ltd

  • Mahindra Logistics Ltd

  • NRB Bearing Ltd

  • ITD Cementation India Ltd

  • Bharat Heavy Electricals Ltd

  • R.P.P. Infra Projects Ltd

  • Sterling And Wilson Solar Ltd

  • HSIL Ltd

  • Hindustan Dorr-Oliver Ltd

  • Cash and Other Net Current Assets

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  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Bank - Private

  • Bearings

  • Construction - Real Estate

  • Abrasives

  • Consumer Durables - Electronics

  • Paints

  • Transmission Towers / Equipments

  • Refineries

  • Air Conditioners

  • Cable

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • Electrodes & Welding Equipment

  • Electric Equipment

  • Miscellaneous

  • Compressors / Pumps

  • Telecommunication - Equipment

  • Refractories

  • Electronics - Components

  • Logistics

  • Unspecified

  • 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 ₹516.19 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 ₹0.01(0.04%)yesterday to ₹29.47.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd, The Ramco Cements Ltd and Larsen & Toubro Ltd

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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