Sundaram Infrastructure Advantage Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 Regular Plan - Growth 4.97 11.21 58.50 29.80 20.77 12.18
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 100 - TRI 1.73 4.55 32.67 19.24 16.32 11.77

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 58.50 29.80 20.77 2.41 880.34
ICICI Prudential Infrastructure Fund - Growth Aug 31, 2005 65.61 42.96 26.80 1.90 5,186.46
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 69.83 37.18 24.82 1.98 3,363.58
Quant Infrastructure Fund - Growth Option Aug 26, 2007 80.03 42.02 35.11 2.01 2,498.19
SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH Jul 06, 2007 66.50 35.67 25.20 2.09 2,432.22
HSBC Infrastructure Fund - Regular Growth Sep 27, 2007 57.66 33.50 21.25 2.09 2,213.09

Fund Holdings as on 31-March-2024

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • NTPC LTD

  • Ultratech Cement Ltd

  • Bharat Electronics Ltd

  • TREPS

  • ABB India Ltd

  • Power Grid Corporation of India Ltd

  • KSB LTD

  • ESAB India Ltd

  • ICICI Bank Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Oil & Natural Gas Corporation Ltd

  • PNC Infratech Ltd

  • Dixon Technologies (India) Ltd

  • Hindustan Aeronautics Ltd

  • TATA Power Company Ltd

  • REC Ltd

  • State Bank of India

  • GAIL (India) Ltd

  • Siemens Ltd

  • NCC Ltd

  • Container Corporation of India Ltd

  • Grindwell Norton Ltd

  • Brigade Enterprises Ltd

  • Cummins India Ltd

  • Honeywell Automation India Ltd

  • Triveni Turbine Ltd

  • Kirloskar Oil Engines Ltd

  • Interglobe Aviation Ltd

  • Apar Industries Ltd

  • APL Apollo Tubes Ltd

  • Hitachi Energy India Ltd

  • KEI Industries Ltd

  • Delhivery Ltd

  • TD Power Systems Ltd

  • Coal India Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • JK Cement Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Indian Oil Corporation Ltd

  • Jindal Steel & Power Ltd

  • Thermax Ltd

  • Bharat Petroleum Corporation Ltd

  • Bharat Heavy Electricals Ltd

  • Oberoi Realty Ltd

  • Ambuja Cements Ltd

  • Schaeffler India Ltd

  • Power Finance Corporation Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Birla Corporation Ltd

  • Kesoram Industries Ltd

  • INOX India Ltd

  • S.J.S. Enterprises Ltd

  • Astral Ltd

  • Sona BLW Precision Forgings Ltd

  • RHI Magnesita India Ltd

  • Ashok Leyland Ltd

  • Green Panel Industries Ltd

  • JSW Infrastructure Ltd

  • TVS Supply Chain Solutions Ltd

  • Hindustan Dorr Oliver Ltd @

  • Cash and Other Net Current Assets

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  • Engineering - Construction

  • Power Generation/Distribution

  • Refineries

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Consumer Durables - Electronics

  • Finance Term Lending

  • Compressors / Pumps

  • Electrodes & Welding Equipment

  • Bank - Private

  • Construction - Real Estate

  • Miscellaneous

  • Oil Exploration

  • Logistics

  • Defence

  • Bank - Public

  • Industrial Gases & Fuels

  • Auto Ancillary

  • Port

  • Abrasives

  • Diesel Engines

  • Airlines

  • Steel & Iron Products

  • Cable

  • Courier Services

  • Mining & Minerals

  • Steel/Sponge Iron/Pig Iron

  • Bearings

  • Diversified

  • Plastic Products

  • Refractories

  • Automobiles-Trucks/Lcv

  • Wood & Wood Products

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Fund Manager

  • Cash

  • Equity

  • MFU

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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 ₹880.34 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 down ₹-0.43(-0.51%)yesterday to ₹84.3687.

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

The Sundaram Infrastructure Advantage Fund is managed by Ratish Varier and Ashish Agarwal.

Fund House Contact

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

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