MyWealthGrowth.com logo
HomeMutual Funds

Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.93

as on 18 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,692 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 54.187

    as on 18 Jan 2022
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 624 Cr.

    as on 18 Jan 2022
  • 2.58%

    since 30 Nov 2021
  • 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 ₹ 54.187 as on 18 Jan 2022.

This fund has 16 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 9.17% 6.44% 27.41% 81.10% 67.69% 42.43% 34.35% 26.23% 72.79% 88.88% 63.07% 43.40% 28.13%
Category Average 5.32% -1.44% 10.39% 34.91% 26.39% 20.70% 15.78% 15.45% 29.82% 41.08% 30.55% 19.68% 15.84%
Sundaram Infrastructure Advantage Fund 6.36%₹ 10,635 2.03%₹ 10,203 16.71%₹ 11,670 52.91%₹ 15,291 45.52%₹ 14,793 27.85%₹ 16,367 52.00%₹ 38,229 20.93%₹ 17,692 34.93%₹ 59,112 15.25%₹ 20,336 20.20%₹ 99,242 - -
ICICI Prudential Technology Fund 3.01%₹ 10,301 3.34%₹ 10,334 27.10%₹ 12,709 68.17%₹ 16,816 65.91%₹ 15,959 67.69%₹ 28,198 85.80%₹ 48,763 42.43%₹ 28,923 63.07%₹ 83,654 34.35%₹ 43,811 43.40%₹ 1,71,315 26.23%₹ 1,02,895 28.13%₹ 5,35,223
Aditya Birla Sun Life Digital India Fund 3.78%₹ 10,378 4.76%₹ 10,475 23.62%₹ 12,362 59.05%₹ 15,905 59.85%₹ 15,615 58.96%₹ 25,332 75.20%₹ 45,350 41.96%₹ 28,635 57.66%₹ 78,488 33.17%₹ 41,908 40.96%₹ 1,62,019 23.98%₹ 85,956 27.03%₹ 5,04,229
Tata Digital India Fund 3.32%₹ 10,332 2.79%₹ 10,279 27.41%₹ 12,741 63.19%₹ 16,318 63.61%₹ 15,830 58.99%₹ 25,340 77.63%₹ 46,124 40.33%₹ 27,657 57.32%₹ 78,181 34.25%₹ 43,646 41.32%₹ 1,63,380 - -
Quant Infrastructure Fund 6.91%₹ 10,690 5.18%₹ 10,517 26.12%₹ 12,612 81.10%₹ 18,109 72.79%₹ 16,347 57.45%₹ 24,853 88.88%₹ 49,774 38.23%₹ 26,438 60.03%₹ 80,733 26.01%₹ 31,787 35.88%₹ 1,44,112 15.51%₹ 42,346 21.96%₹ 3,83,107
SBI Technology Opportunities Fund 1.46%₹ 10,145 3.19%₹ 10,319 21.72%₹ 12,171 56.19%₹ 15,619 53.64%₹ 15,263 50.76%₹ 22,779 65.49%₹ 42,312 36.99%₹ 25,732 50.25%₹ 71,774 29.45%₹ 36,373 36.65%₹ 1,46,720 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Infrastructure Advantage Fund as on 19 Jan 2022 are listed below:

  • Equity Holdings:

    98.25%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.74%

Top Sector Holdings of Sundaram Infrastructure Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Cement 15.27% ₹ 98.74 Cr.
Refineries/Marketing 14.79% ₹ 95.53 Cr.
Engineering, designing, construction 11.19% ₹ 83.45 Cr.
Banks 6.19% ₹ 40.00 Cr.
Telecom - services 5.85% ₹ 38.40 Cr.
Others 46.71% -

Top Stock Holdings of Sundaram Infrastructure Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
Larsen & Toubro Ltd. 9.60% ₹ 62.06 Cr.
Reliance Industries Ltd. 8.76% ₹ 56.58 Cr.
ICICI Bank Ltd. 6.19% ₹ 40.00 Cr.
The Ramco Cements Ltd. 5.98% ₹ 38.66 Cr.
Bharti Airtel Ltd. 5.85% ₹ 37.80 Cr.
Others 63.62% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.77%
TREPS 0.70%
Reverse Repo 0.27%