Sundaram Infrastructure Advantage Fund - Growth - Regular Plan

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  • (-0.08%)Nav, as on 03-12-2021

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  • Net Change on 03-12-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Regular Plan - Growth -3.06 4.84 57.71 19.07 15.10 10.57
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 100 - TRI -3.13 -0.08 33.72 17.75 17.54 11.23

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 Regular Plan - Growth Sep 29, 2005 57.71 19.07 15.10 2.54 646.20
UTI Infrastructure Fund-Growth Option Apr 19, 2004 45.73 16.00 12.82 2.28 1,511.65
ICICI Prudential Infrastructure Fund - Growth Aug 31, 2005 58.86 17.96 14.33 2.45 1,446.95
L&T Infrastructure Fund - Regular Plan - Growth Option Sep 27, 2007 59.60 14.17 14.87 2.20 1,356.28
Franklin Build India Fund Growth Plan Sep 04, 2009 55.20 18.77 15.76 2.30 1,132.07
Tata Infrastructure Fund-Regular Plan- Growth Dec 31, 2004 58.21 20.33 15.13 2.49 757.74

Fund Holdings as on 31-October-2021

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • The Ramco Cements Ltd

  • Bharti Airtel Ltd

  • Grindwell Norton Ltd

  • Ultratech Cement Ltd

  • Polycab India Ltd

  • Tata Power Company Ltd

  • Bharat Petroleum Corporation Ltd

  • JK Cement Ltd

  • ESAB India Ltd

  • KSB Ltd

  • Honeywell Automation India Ltd

  • Indian Oil Corporation Ltd

  • Mahindra Logistics Ltd

  • Steel Authority of India Ltd

  • GMM Pfaudler Ltd

  • Oil & Natural Gas Corporation Ltd

  • GAIL (India) Ltd

  • Capacite Infraprojects Ltd

  • Brigade Enterprises Ltd

  • NCC Ltd

  • Amber Enterprises India Ltd

  • APL Apollo Tubes Ltd

  • Green Panel Industries Ltd

  • Ashok Leyland Ltd

  • Indostar Capital Finance Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Indraprastha Gas Ltd

  • Cash and Other Net Current Assets

  • Gujarat State Petronet Ltd

  • TREPS

  • Prestige Estates Projects Ltd

  • Schaeffler India Ltd

  • Reverse Repo

  • ISGEC Heavy Engineering Ltd

  • Hindustan Dorr-Oliver Ltd @

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  • Cement & Construction Materials

  • Refineries

  • Engineering - Construction

  • Bank - Private

  • Telecommunication - Service Provider

  • Abrasives

  • Engineering - Industrial Equipments

  • Cable

  • Power Generation/Distribution

  • Construction - Real Estate

  • Electrodes & Welding Equipment

  • Steel & Iron Products

  • Consumer Durables - Electronics

  • Industrial Gases & Fuels

  • Logistics

  • Miscellaneous

  • Oil Exploration

  • Air Conditioners

  • Wood & Wood Products

  • Automobiles-Trucks/Lcv

  • Port

  • Finance - NBFC

  • Gas Transmission/Marketing

  • Bearings

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  • Cash

  • 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 ₹646.20 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 down ₹-0.04(-0.08%)yesterday to ₹50.8377.

Among its top 3 holdings the fund has exposure to Larsen & Toubro Ltd, and

The Sundaram Infrastructure Advantage Fund is managed by S. Bharath and Ratish Varier.

Fund House Contact

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

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