NAV as on 11 Feb, 2016
Average performance in the category
The scheme is ranked 3 in Thematic - Infrastructure category by Crisil (for quarter ended Nov 1999) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.
|Period||Returns (%)||Rank #|
# Moneycontrol Rank within 59 Thematic - Infrastructure Schemes.
|Year||Qtr 1||Qtr 2||Qtr 3||Qtr 4||Annual|
|No Performance Data Available|
Fund returns v/s Category average (Thematic - Infrastructure)
|1 mth (%)||3 mth (%)||6 mth (%)||1 yr (%)||2 yr (%)||3 yr (%)||5yr (%)|
|Difference of Fund returns and Category returns||-1.7||-0.9||-0.8||1.2||3.7||0.6||-3.3|
|Best of category||-6.4||3.0||-11.1||-5.2||33.6||23.0||16.6|
|Worst of category||-17.3||-18.9||-27.8||-27.5||0.8||-1.8||-4.9|
|Benchmark returns #||-12.0||-18.7||-35.7||-29.4||10.8||4.8||-1.7|
|Difference of Fund returns and Benchmark returns||-0.9||7.0||17.5||13.8||11.8||4.1||1.1|
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.
|Launch date||Sep 05, 2005|
|Benchmark||S&P BSE CAPITAL GOODS|
|Asset Size (Rs cr)||646.25 (Dec-31-2015)|
|Last Dividend||N.A. View Dividend History|
|Fund Manager||S Bharath / 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 Comments||Exit Load 1% if redeemed within 12 months from the date of allotment.|
|Thematic - Infrastructure||Crisil Rank||Assets (Rs.cr)
|3mth (%)||6mth (%)||1yr (%)||3yr (%)||5yr (%)|
|Reliance Diver. Power - RP (G)||Rank 4
|HDFC Infrastructure Fund (G)||Rank 3
|ICICI Pru Infrastructure (G)||Rank 4
|DSP-BR India TIGER - RP (G)||Rank 3
|UTI Infrastructure Fund (G)||Rank 5
|* Returns over 1 year are Annualised||More »|
|No Holdings Data Available|
|No Sector Data Available|
|Cash / Call||1.09|
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