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Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.50

as on 06 Jul 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,870 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

  • ₹ 46.282

    as on 06 Jul 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 ₹ 46.282 as on 06 Jul 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 4.93% 6.03% 8.78% 20.08% 63.03% 31.28% 26.69% 21.43% 20.49% 35.27% 40.11% 27.25% 21.36%
Category Average -1.90% -9.37% -9.77% -0.37% 26.03% 14.18% 9.87% 12.99% -10.14% 11.10% 16.45% 12.56% 12.37%
Sundaram Infrastructure Advantage Fund -3.39%₹ 9,660 -11.41%₹ 8,859 -12.51%₹ 8,749 2.21%₹ 10,220 -11.92%₹ 11,215 30.50%₹ 17,029 14.81%₹ 27,788 11.50%₹ 13,870 18.43%₹ 47,204 7.48%₹ 14,348 11.95%₹ 80,986 - -
ICICI Prudential Technology Fund -4.92%₹ 9,507 -19.19%₹ 8,080 -23.69%₹ 7,631 0.50%₹ 10,050 -24.74%₹ 10,332 51.12%₹ 22,836 15.28%₹ 27,910 31.28%₹ 22,657 30.58%₹ 55,739 26.69%₹ 32,656 26.99%₹ 1,16,750 21.43%₹ 69,796 21.36%₹ 3,70,584
Quant Infrastructure Fund -4.67%₹ 9,532 -13.16%₹ 8,684 -9.66%₹ 9,033 13.16%₹ 11,315 -4.52%₹ 11,706 63.03%₹ 26,577 35.27%₹ 33,341 29.26%₹ 21,628 40.11%₹ 63,110 20.33%₹ 25,239 27.25%₹ 1,17,489 13.53%₹ 35,599 18.87%₹ 3,23,956
Aditya Birla Sun Life Digital India Fund -4.78%₹ 9,522 -19.76%₹ 8,024 -23.98%₹ 7,602 -2.64%₹ 9,736 -25.73%₹ 10,262 41.66%₹ 20,068 11.19%₹ 26,844 28.90%₹ 21,444 25.62%₹ 52,144 25.37%₹ 30,990 24.40%₹ 1,09,732 20.05%₹ 62,242 20.36%₹ 3,51,115
Tata Digital India Fund -4.45%₹ 9,554 -20.06%₹ 7,994 -23.78%₹ 7,621 0.91%₹ 10,090 -24.75%₹ 10,332 44.09%₹ 20,762 13.62%₹ 27,476 27.33%₹ 20,669 26.45%₹ 52,734 26.26%₹ 32,107 24.86%₹ 1,10,952 - -
Mirae Asset Healthcare Fund -0.09%₹ 9,991 -9.33%₹ 9,067 -13.73%₹ 8,626 -10.28%₹ 8,972 -16.26%₹ 10,921 20.35%₹ 14,484 2.15%₹ 24,538 27.25%₹ 20,630 17.66%₹ 46,696 - - - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Infrastructure Advantage Fund as on 07 Jul 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%