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Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

31.59

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 22,783 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

  • ₹ 51.564

    as on 20 Mar 2023
  • 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 ₹ 51.564 as on 20 Mar 2023.

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 2.72% 4.00% 19.02% 22.15% 38.01% 54.23% 20.61% 19.80% 21.95% 23.36% 34.28% 27.23% 19.20%
Category Average -3.15% -5.75% -4.03% 2.22% 11.04% 26.98% 10.42% 13.79% 0.72% 3.57% 14.25% 13.59% 12.52%
Sundaram Infrastructure Advantage Fund -2.61%₹ 9,738 -5.16%₹ 9,484 -4.72%₹ 9,527 4.84%₹ 10,484 2.53%₹ 12,163 14.85%₹ 13,196 6.18%₹ 25,557 31.59%₹ 22,783 18.89%₹ 47,502 8.41%₹ 14,980 14.65%₹ 86,561 - -
ICICI Prudential Commodities Fund -2.89%₹ 9,711 -6.25%₹ 9,374 -0.61%₹ 9,939 6.45%₹ 10,645 7.70%₹ 12,492 25.48%₹ 15,753 10.67%₹ 26,707 54.23%₹ 36,685 32.72%₹ 57,319 - - - -
Quant Infrastructure Fund -2.67%₹ 9,732 -13.19%₹ 8,681 -11.34%₹ 8,866 4.93%₹ 10,493 -4.36%₹ 11,717 26.23%₹ 15,943 8.94%₹ 26,262 52.83%₹ 35,693 32.52%₹ 57,170 19.42%₹ 24,300 27.23%₹ 1,17,401 17.51%₹ 50,258 19.15%₹ 3,28,789
Quant Consumption Fund -2.72%₹ 9,727 -10.76%₹ 8,924 -9.26%₹ 9,074 4.36%₹ 10,435 -2.00%₹ 11,871 20.89%₹ 14,620 5.60%₹ 25,409 46.23%₹ 31,269 24.07%₹ 51,038 17.08%₹ 22,011 23.14%₹ 1,06,442 19.37%₹ 58,802 19.20%₹ 3,29,676
ICICI Prudential Infrastructure Fund 0.07%₹ 10,006 -2.25%₹ 9,775 5.79%₹ 10,578 22.15%₹ 12,214 21.95%₹ 13,374 28.23%₹ 16,453 23.36%₹ 30,061 42.94%₹ 29,205 34.28%₹ 58,503 14.35%₹ 19,559 23.46%₹ 1,07,250 15.11%₹ 40,887 15.73%₹ 2,73,449
ICICI Prudential Technology Fund -7.68%₹ 9,231 -2.57%₹ 9,742 1.96%₹ 10,195 -18.39%₹ 8,161 -7.39%₹ 11,517 9.90%₹ 12,081 -4.73%₹ 22,832 42.44%₹ 28,900 16.64%₹ 46,018 20.61%₹ 25,537 20.77%₹ 1,00,520 19.80%₹ 60,971 18.86%₹ 3,23,687

Portfolio Holdings

Portfolio holdings pattern of Sundaram Infrastructure Advantage Fund as on 21 Mar 2023 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%