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Sundaram Infrastructure Advantage Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
29.076 0.21 (0.71%)

NAV as on 24 Mar, 2017

CRISIL MF RANK

Riskometer

HIGH

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  • Principal at high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Thematic - Infrastructure
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Thematic - Infrastructure category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Sundaram Capex Opportunities Fund has been rename as Sundaram Infrastructure Advantage Fund w.e.f. April 07, 2014.
Benchmark Index:
 
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Returns (NAV as on 24 Mar, 2017)

Period Returns (%) Rank #
1 mth 2.8 32
3 mth 17.7 27
6 mth 6.4 37
1 year 26.7 44
2 year 7.7 34
3 year 21.3 39
5 year 9.4 27

# Moneycontrol Rank within 63 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -9.8 9.4 4.9 -7.5 -1.0
2015 4.6 -2.1 -4.7 4.0 4.5
2014 10.4 27.7 0.8 10.8 56.7
2013 -18.6 -7.5 -9.2 20.2 -16.2
2012 21.2 -6.8 4.5 -1.1 19.6

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.8 17.7 6.4 26.7 7.7 21.3 9.4
Category avg 2.0 14.7 7.2 26.9 7.7 19.7 10.1
Difference of Fund returns and Category returns 0.8 3.0 -0.8 -0.2 0.0 1.6 -0.7
Best of category 7.0 25.5 24.6 65.3 30.5 33.6 25.1
Worst of category -0.3 11.3 1.5 18.7 0.5 13.5 5.2
Benchmark returns # 5.6 20.2 7.8 27.0 -2.6 11.7 10.1
Difference of Fund returns and Benchmark returns -2.8 -2.5 -1.4 -0.3 10.3 9.6 -0.7
Sundaram Infrastructure Advantage Fund - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE CAPITAL GOODS

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies in the capital goods sector.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 05, 2005
Benchmark S&P BSE CAPITAL GOODS
Asset Size (Rs cr) 564.21 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Madanagopal Ramu / S. Krishnakumar
View performance of schemes managed by the Fund Manager
Notes Sundaram Capex Opportunities Fund has been rename as Sundaram Infrastructure Advantage Fund w.e.f. April 07, 2014.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power -Direct (G) Rank 4
27.43 25.5 18.7 40.4 23.3 --
Reliance Diver. Power - RP (G) Rank 4
1,484.18 25.3 18.3 39.4 22.5 10.8
UTI Infrastructure Fund -Direct (G) Rank 4
10.73 18.1 5.5 30.3 19.8 --
UTI Infrastructure Fund (G) Rank 4
1,423.31 18.0 5.3 29.8 19.3 11.8
ICICI Pru Infrastructure-Direct (G) Rank 4
75.51 16.0 8.6 29.6 19.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Larsen Engineering 35.26 5.98
IGL Oil & Gas 33.38 5.66
Bajaj Finserv Banking/Finance 32.17 5.45
Ramco Cements Cement 31.00 5.25
Honeywell Autom Telecom 25.41 4.31
Blue Star Cons Durable 24.72 4.19
IOC Oil & Gas 22.16 3.76
Ashoka Buildcon Cement 21.44 3.64
SBI Banking/Finance 16.89 2.86
Praj Industries Engineering 16.39 2.78

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Engineering 25.08 31.43 30.89
Banking/Finance 18.77 19.05 18.55
Cement 17.97 13.78 13.26
Oil & Gas 10.55 13.32 12.99
Telecom 6.37 6.78 6.28
Cons Durable 4.19 2.54 2.29

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 95.64
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 4.29
Cash / Call 0.07

View All

Concentration

Holdings (%)
Top 5 26.65
Top 10 43.88
Sector (%)
Top 3 61.82

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