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Sundaram Infrastructure Advantage Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
37.231 0.57 (1.51%)

NAV as on 16 Feb, 2018

CRISIL MF RANK

Riskometer

HIGH

HIGH

  • 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 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:
 
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Returns (NAV as on 16 Feb, 2018)

Period Returns (%) Rank #
1 mth -7.6 51
3 mth 4.2 5
6 mth 13.5 5
1 year 30.4 7
2 year 30.8 28
3 year 12.5 25
5 year 18.3 21

# Moneycontrol Rank within 56 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 17.2 4.6 4.4 17.9 55.2
2016 -9.7 9.4 5.0 -7.4 -0.9
2015 4.8 -2.2 -4.6 4.0 4.8
2014 10.6 27.9 0.9 11.0 57.8
2013 -18.9 -7.4 -9.1 20.3 -16.3

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 -7.6 4.2 13.5 30.4 30.8 12.5 18.3
Category avg -5.8 3.6 11.6 27.9 30.5 12.7 18.2
Difference of Fund returns and Category returns -1.8 0.6 1.9 2.5 0.3 -0.2 0.1
Best of category -1.5 8.3 25.2 41.3 48.6 26.5 27.0
Worst of category -8.6 -3.3 -1.5 8.6 20.7 4.8 12.5
Benchmark returns # -3.2 5.8 11.3 25.8 28.4 4.3 14.2
Difference of Fund returns and Benchmark returns -4.4 -1.6 2.2 4.6 2.4 8.2 4.1
Sundaram Infrastructure Advantage Fund - Direct 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 Jan 01, 2013
Benchmark S&P BSE CAPITAL GOODS
Asset Size (Rs cr) 19.56 (Dec-31-2017)
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 - RP (G) Rank 3
1,906.87 6.4 14.4 36.8 15.9 17.5
L&T Infrastructure (G) Rank 1
923.93 0.2 12.9 32.9 18.3 23.9
L&T Infrastructure -Direct (G) Rank 1
197.29 0.4 13.4 34.2 19.2 24.9
UTI Infrastructure Fund (G) Rank 5
1,662.81 0.6 6.2 21.2 8.2 14.5
ICICI Pru Infrastructure (G) Rank 4
1,543.24 0.8 9.8 20.5 8.3 15.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Honeywell Autom Telecom 1.02 5.23
Kalpataru Power Engineering 0.72 3.70
Ramco Cements Cement 0.66 3.37
ISGEC Heavy Eng Food & Beverage 0.64 3.26
Dixon Technolog Manufacturing 0.63 3.20
Kansai Nerolac Chemicals 0.60 3.06
Larsen Engineering 0.59 3.02
Praj Industries Engineering 0.59 3.00
HSIL Cement 0.54 2.78
Ashoka Buildcon Cement 0.54 2.76

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Engineering 30.32 0.00 0.00
Cement 22.19 0.00 0.00
Telecom 9.37 0.00 0.00
Metals & Mining 6.75 0.00 0.00
Retail & Real Estate 5.62 0.00 0.00
Banking/Finance 4.76 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 95.56
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.47

View All

Concentration

Holdings (%)
Top 5 18.76
Top 10 33.38
Sector (%)
Top 3 61.88

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