Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Thematic - Infrastructure > Sundaram Mutual Fund > Sundaram Infrastructure Advantage Fund - Regular Plan (G)

Sundaram Infrastructure Advantage Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
35.990 0.2 (0.55%)

NAV as on 22 Nov, 2017

CRISIL MF RANK

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Thematic - Infrastructure
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Thematic - Infrastructure category by Crisil (for quarter ended Sep 2017) 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:
 
View Historic Graph From     To     

Returns (NAV as on 22 Nov, 2017)

Period Returns (%) Rank #
1 mth 4.7 24
3 mth 14.0 14
6 mth 14.9 23
1 year 44.9 17
2 year 20.0 38
3 year 13.9 31
5 year 15.3 22

# Moneycontrol Rank within 55 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 17.1 4.4 4.2 - -
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 4.7 14.0 14.9 44.9 20.0 13.9 15.3
Category avg 4.1 10.1 12.6 43.0 21.7 13.2 15.4
Difference of Fund returns and Category returns 0.6 3.9 2.3 1.9 -1.7 0.7 -0.1
Best of category 14.9 17.4 21.8 63.0 33.0 22.2 28.0
Worst of category -0.7 4.3 6.0 22.2 13.0 6.4 13.2
Benchmark returns # 5.1 8.0 3.2 35.9 12.4 3.8 11.5
Difference of Fund returns and Benchmark returns -0.4 6.0 11.7 9.0 7.6 10.1 3.8
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) 633.95 (Sep-30-2017)
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 3
51.70 11.9 14.0 55.8 14.9 --
Reliance Diver. Power - RP (G) Rank 3
1,791.80 11.7 13.6 54.7 14.2 15.7
ICICI Pru Infrastructure (G) Rank 4
1,526.77 13.0 13.8 41.2 10.3 16.4
ICICI Pru Infrastructure-Direct (G) Rank 4
160.42 13.3 14.4 42.4 11.0 --
UTI Infrastructure Fund (G) Rank 4
1,598.62 7.4 9.2 35.2 9.9 14.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 39.59 5.67
KEI Industries Engineering 28.88 4.14
PNC Infratech Retail & Real Estate 25.15 3.60
Larsen Engineering 22.24 3.18
Kansai Nerolac Chemicals 21.84 3.13
Ashoka Buildcon Cement 21.32 3.05
Kalpataru Power Engineering 20.96 3.00
Va Tech Wabag Engineering 19.86 2.84
PSP Projects Cement 19.43 2.78
Hindalco Metals & Mining 19.19 2.75

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Engineering 31.24 0.00 0.00
Cement 20.34 0.00 0.00
Metals & Mining 9.80 0.00 0.00
Telecom 7.43 0.00 0.00
Retail & Real Estate 6.68 0.00 0.00
Banking/Finance 5.21 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 93.99
Others 2.98
Debt 0.00
Mutual Funds N.A
Money Market 4.83
Cash / Call -1.81

View All

Concentration

Holdings (%)
Top 5 19.72
Top 10 34.14
Sector (%)
Top 3 61.38

News & Videos

News

Messages & Community

Sections
Follow us on
Available On