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Sundaram Infrastructure Advantage Fund Regular Plan - Growth

Category: Equity: Sectoral-Infrastructure Launch Date: 29-09-2005
AUM:

₹ 941.85 Cr

Expense Ratio

2.37%

Benchmark

NIFTY Infrastructure TRI

ISIN

INF903J01F68

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

250

Fund Manager

Ratish Varier, Rohit Seksaria, Ashish Aggarwal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 56.14 28.05 22.95
Nifty Infrastructure TRI 54.92 27.46 24.41
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
86.9826
Last change
1.21 (1.3946%)
Fund Size (AUM)
₹ 941.85 Cr
Performance
12.26% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.

Fund Manager
Ratish Varier, Rohit Seksaria, Ashish Aggarwal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Larsen & Toubro Ltd. 8.35
Reliance Industries Ltd. 6.82
Bharti Airtel Ltd. 6.21
NTPC Ltd. 6.05
Others 3.59
Ultratech Cement Ltd. 2.96
Bharat Electronics Ltd. 2.85
Power Grid Corporation Of India Ltd. 2.58
ABB India Ltd. 2.29
KSB Ltd. 2.11

Sector Allocation

Sector Holdings (%)
Capital Goods 25.85
Energy 21.9
Construction 14.46
Communication 8.57
Materials 7.99
Financial 5.97
Services 4.95
Metals & Mining 4.02
Others 3.31
Automobile 1.15

Peer Comparison

Scheme Name 5Y (%)
Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp) Reg Gr 22.95
HDFC Infra Gr 22.42
Quant Infra Gr 36.63
Bandhan Infra Reg Gr 26.92
Franklin Build India Gr 26.01
Nippon India Power & Infra Gr Gr 28.16
DSP India TIGER Fund Reg Gr 27.86
Invesco India Infra Gr 29.7
LIC MF Infra Reg Gr 24.91
Tata Infra Reg Gr 27.28