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Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.49

as on 05 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,502 today.

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NAV Performance

Sundaram Infrastructure Advantage Fund performance graph for last 3 years
Performance of Sundaram Infrastructure Advantage Fund for last 3 Years

Fund Information

  • ₹ 55.111

    as on 05 Dec 2022
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 624 Cr.

    as on 31 Dec 2021
  • 2.58%

  • 29 Sep 2005

  • Equity - Sectoral/Thematic

  • Nifty Infrastructure TRI

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Infrastructure Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Infrastructure Advantage Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 29 Sep 2005. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 55.111 as on 05 Dec 2022.

This fund has 17 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.58%. Ideally you shoulds compare this fund with the benchmark Nifty Infrastructure TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

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

List of Fund Managers of Sundaram Infrastructure Advantage Fund

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish Varier

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 14.93% 14.77% 26.39% 31.23% 51.26% 41.09% 26.27% 22.17% 44.25% 35.15% 49.05% 34.38% 22.27%
Category Average 2.87% 4.89% 14.26% 8.28% 22.29% 19.90% 11.58% 13.73% 17.74% 15.13% 22.41% 17.50% 14.41%
Sundaram Infrastructure Advantage Fund 2.10%₹ 10,210 3.09%₹ 10,309 14.42%₹ 11,441 8.40%₹ 10,840 17.66%₹ 13,116 29.94%₹ 16,897 18.36%₹ 28,731 20.49%₹ 17,502 26.25%₹ 52,607 8.27%₹ 14,882 17.83%₹ 93,630 - -
ICICI Prudential Commodities Fund 6.59%₹ 10,659 12.74%₹ 11,274 20.67%₹ 12,066 20.98%₹ 12,098 28.68%₹ 13,787 43.04%₹ 20,480 27.06%₹ 31,078 41.09%₹ 28,111 44.22%₹ 66,512 - - - -
Quant Infrastructure Fund 3.53%₹ 10,352 6.28%₹ 10,628 20.10%₹ 12,010 17.13%₹ 11,712 28.94%₹ 13,803 51.26%₹ 22,905 35.15%₹ 33,325 40.25%₹ 27,611 49.05%₹ 70,623 21.95%₹ 26,987 34.38%₹ 1,39,068 16.86%₹ 47,532 22.27%₹ 3,89,569
Quant Consumption Fund 3.24%₹ 10,324 7.90%₹ 10,790 21.03%₹ 12,103 14.57%₹ 11,457 28.06%₹ 13,750 38.65%₹ 19,242 27.03%₹ 31,074 38.19%₹ 26,414 39.27%₹ 62,463 19.19%₹ 24,067 29.66%₹ 1,24,463 19.22%₹ 58,068 22.26%₹ 3,89,390
ICICI Prudential Technology Fund 6.68%₹ 10,667 9.17%₹ 10,916 4.12%₹ 10,412 -12.29%₹ 8,770 -1.73%₹ 11,888 25.94%₹ 15,870 8.46%₹ 26,143 35.76%₹ 25,040 28.78%₹ 54,436 26.27%₹ 32,115 26.71%₹ 1,16,031 22.17%₹ 74,159 21.53%₹ 3,74,131
Aditya Birla Sun Life Digital India Fund 7.12%₹ 10,712 10.38%₹ 11,037 6.85%₹ 10,684 -10.79%₹ 8,921 1.67%₹ 12,108 25.32%₹ 15,713 9.14%₹ 26,317 32.31%₹ 23,180 26.14%₹ 52,529 25.26%₹ 30,854 25.36%₹ 1,12,340 21.07%₹ 67,713 21.13%₹ 3,66,274

Portfolio Holdings

Portfolio holdings pattern of Sundaram Infrastructure Advantage Fund as on 07 Dec 2022 are listed below:

  • Equity Holdings:

    98.06%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.93%

Top Sector Holdings of Sundaram Infrastructure Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Cement 15.01% ₹ 96.85 Cr.
Refineries/Marketing 13.82% ₹ 89.23 Cr.
Engineering, designing, construction 11.43% ₹ 73.75 Cr.
Abrasives 5.90% ₹ 38.07 Cr.
Telecom - services 5.84% ₹ 37.72 Cr.
Others 48.00% -

Top Stock Holdings of Sundaram Infrastructure Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
Larsen & Toubro Ltd. 9.70% ₹ 62.57 Cr.
Reliance Industries Ltd. 8.37% ₹ 54.03 Cr.
Grindwell Norton Ltd. 5.90% ₹ 38.07 Cr.
Bharti Airtel Ltd. 5.84% ₹ 37.72 Cr.
ICICI Bank Ltd. 5.72% ₹ 36.91 Cr.
Others 64.47% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.84%
TREPS 0.71%
Reverse Repo 0.38%